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.

  • Outlook 2023

    Mark Luschini and Guy LeBas December 15, 2022

    Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.

  • Penultimate?

    Guy LeBas December 14, 2022

    The Federal Reserve Open Market Committee raised their target for overnight interest rates 0.50%, as widely expected and as telegraphed by Fed Chair Jay Powell in a recent speech.

  • December Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak December 12, 2022

    An introduction into national debt, tax-swap considerations, and stock market performance put into focus.

  • Short-Term Fixed Income Strategies as Rates Change

    Guy LeBas December 6, 2022

    An update for investors as they review their fixed income and cash strategies during this new interest rate regime.

  • Investing in Water

    Michael Halloran November 15, 2022

    We view water as a long-term investment theme that impacts many industries. This piece reviews the importance of water to life and the economy and highlights major investment implications.

  • November Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak November 7, 2022

    Why investors should stay the course, a look at premium-priced bonds, and what’s ahead for stocks.

  • October Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak October 7, 2022

    Housing market slows, Fed moving fast, and what’s in store for stocks in Q4.

  • September Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak September 13, 2022

    Near-term uncertainty, quantitative tightening measures, and preparing for September stock activity.

  • The Future of Defense Spending

    Michael Halloran August 30, 2022

    With the war in Ukraine ongoing and geopolitical tensions with China showing no signs of receding, there is a renewed focus on defense spending not seen since the Cold War. Consequently, we expect investor interest in the defense industry to remain high in the coming years. This piece reviews critical aspects of the defense industry and highlights where future modernization dollars could be spent.

  • August Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak August 5, 2022

    Recession definition, monitoring moves by looking at bond market volatility, and is the tide turning for equities?

Meet our Insights strategists & authors

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