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.

  • Long-Term Capital Market Assumptions 2026

    Michael Halloran January 14, 2026

    This report, the most requested research, 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 13, 2026

    In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.

  • Ratcheting Up the Attacks

    Guy LeBas January 12, 2026

    The immediate situation is a developing one, and we suspect attempts to charge Jay Powell criminally will be unsuccessful, but the direction of increasing attacks on the Federal Reserve is clear.

  • Venezuelan Regime Change Investment Implications

    Michael Halloran January 5, 2026

    U.S. action in Venezuela points to substantial uncertainty regarding the country’s outlook, though financial market effects remain limited.

  • Outlook 2026

    Mark Luschini and Guy LeBas December 18, 2025

    Outlook 2026 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.

  • Portfolio Construction

    Michael Halloran August 11, 2025

    In this special report, we review the fundamental guiding principles of a well-constructed portfolio.

  • Outlook 2025: Mid-Year Update

    Mark Luschini and Guy LeBas June 13, 2025

    To better position portfolios for the remainder of 2025, please take a few minutes to read the ISG Mid-Year Update to learn more about their expectations for the economy, and possible scenarios for the equity and fixed-income markets.

  • Healthy Profits and Lower Bond Yields Are Supporting Stock

    Michael Halloran May 9, 2024

    Recent stock market performance has been encouraging, with the S&P 500 reversing its 1-month downtrend while Treasury yields are moving lower off recent highs. We continue to view the recent stock market pullback as a normal occurrence in an ongoing bull market.

 

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