• March Investment Perspectives

    In this issue, we compare the Mag 7 with the Nifty Fifty, discuss how much federal debt is too much, and how March may bring a chance to increase equity exposure.

  • Positioning Fixed Income Portfolios for Rising Growth Risks

    In terms of portfolio construction, adding duration and increasing quality in fixed income are some of the most-efficient ways to provide some “insurance” against further declines in equity markets.

  • February Investment Perspectives

    The case for U.S. exceptionalism, four key issues facing fixed income, and a comparison of stock market returns and Punxsutawney Phil predictions.

  • The Trump Tariff Salvos Begin

    As of now, we view any pullback in prices to be part of the volatility we expected this year and not sufficient to warrant a change in our constructive view for the stock market over the balance of 2025, as we laid out in Outlook 2025 publication.

  • Long-Term Capital Market Assumptions 2025

    This report establishes our long-term return assumptions across major asset classes and includes representative model portfolios.

  • A Skip, Not a Pause

    Our outlook will have annual inflation decelerating through the winter, likely permitting another rate cut at the March FOMC meeting.

  • January Investment Perspectives

    In this issue we look at what will shape the economy in 2025, revisit last year’s market themes, and discuss how history may hint at what’s ahead.

  • A Long Rollout

    The Federal Reserve Open Market Committee (FOMC) reduced its target for interest rates by 0.25% to a range of 4.25% – 4.50%, and something of a pattern is beginning to emerge.

  • Outlook 2025

    Outlook 2025 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.

  • December Investment Perspectives

    Find out which sectors stand to benefit post-election, the tax-loss harvesting opportunities in December, and prospects that lie ahead for the market.

 

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