Market Commentary

Stay up-to-date on market news with regular insights from our Janney investment analysts and strategists to help you understand today’s markets and their investment implications.

  • Resilient Economy and Positive Stock Market Indicators

    Michael Halloran March 1, 2024

    The just revised fourth quarter GDP report and current estimates for the first quarter of 2024 suggest a still healthy economy, despite the restrictive Federal Reserve (Fed) interest rate policy.

  • Long-Term Capital Market Assumptions 2024

    Michael Halloran January 17, 2024

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

  • January Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak January 11, 2024

    In this month’s Investment Perspectives, the Investment Strategy Group discusses how the pursuit of a soft landing continues in the new year and anticipates volatile but trending bond markets. Plus, strong market performance in December points to potential positive results for 2024.

  • December Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak December 8, 2023

    In this issue we discuss making a case for metals, the role politics play in objective decision-making, and if seasonal bias will dominate December.

  • November Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak November 8, 2023

    In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.

  • Importance of Productivity

    Michael Halloran October 17, 2023

    Productivity is critical for economic growth, corporate performance, and higher living standards. We see several key factors that could sustainably boost U.S. productivity in the coming years. We discuss these factors, their impact on major sectors of the economy, and the resulting investment implications in this piece.

  • October Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak October 5, 2023

    In this issue of Investment Perspectives, we share why we believe the economic picture is still reasonably bright. We also look at how interest rates provide useful signals regarding economic conditions, and why various technical factors may provide the setting to increase equity exposure in October.

  • Investment Implications of a Potential Government Shutdown

    Michael Halloran September 26, 2023

    We have the following thoughts on the potential government shutdown.

 

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