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.

  • November Investment Perspectives (Special Election Edition)

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak November 12, 2024

    In this special election issue, find out what president-elect will attempt to accomplish in his second term, if the current market narrative will morph into policy reality, and whether recent stock market gains are just a trend or a result of Trump’s win.

  • Clean Energy Investment Implications

    Michael Halloran November 7, 2024

    This research report reviews the impact the movement toward clean energy is having on economic activity and the major long-term investment implications.

  • October Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak October 10, 2024

    We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.

  • July Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak July 9, 2024

    In this issue of Investment Perspectives, Janney’s Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down.

  • Outlook 2024: Mid-Year Update

    Mark Luschini and Guy LeBas June 17, 2024

    To better position portfolios for the remainder of 2024, 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.

  • June Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak June 7, 2024

    In the latest issue of Investment Perspective, we discuss whether consumers are choosing to save or spend, how the neutral rate of interest serves as a benchmark for investors, and how the cap-weighted S&P 500 compares to equal-weighted.

  • 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.

  • Behavioral Finance and Investment Principles IV

    Mark Luschini April 24, 2024

    Part 4: Endowment Effect, Sunk-Cost Fallacy, Illusion of Control.

  • Behavioral Finance and Investment Principles III

    Mark Luschini April 10, 2024

    Part 3: Overconfidence, Anchoring Effect, and Herding.

  • Behavioral Finance and Investment Principles II

    Mark Luschini March 26, 2024

    Part 2: Familiarity Bias, Framing Bias, and Mental Accounting.

 

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