Market Commentary

Investment Strategy

May Investment Perspectives

We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and...
Mark Luschini, Guy LeBas, Gregory M. Drahuschak
Investment Strategy

Portfolio Construction

A home and investment portfolio are two of the most important family assets.
Michael Halloran
Markets & Economics

Long-Term Capital Market Assumptions

This paper establishes our rationale for improved returns across most asset classes in 2023.
Michael Halloran

July Investment Perspectives

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

Recession possibilities, the credit cycle and its phases, and expectations for equities.
Outlook 2022: Mid-Year Update

Guy LeBas and Mark Luschini June 29, 2022

Among the many concerns expressed in our initial Outlook 2022 publication, inflation has overwritten most of them. So too has the Federal Reserve’s response to it. While we did not think the risk associated with prices running at the highest in four decades would overwhelm consumer behavior so much as to thwart the economic expansion, it has clearly stunted activity.
June Investment Perspectives

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

Finding direction with manufacturing and services data, fixed income & economic growth, and issues facing stocks this summer.
How our behavioral biases impact investment decision-making (Part IV)

December 7, 2021

Explore the Impact of the endowment effect, sunk-cost fallacy, and illusion of control.
The Supply Chain: Major Themes For Fixed Income Investing

Guy LeBas November 23, 2021

The “supply chain” is shorthand for the process of numerous inputs that go into delivering what consumers and businesses want or need to purchase. If that definition sounds vague, that would be because it is.
The Case for Infrastructure Spending

Michael Halloran November 12, 2021

Congress recently passed the $1.2 trillion infrastructure bill, formally called the Infrastructure Investment and Jobs Act, and President Biden said he would sign the landmark bill into law soon.
How our behavioral biases impact investment decision-making (Part III)

Mark Luschini October 5, 2021

Exploring Overconfidence, Anchoring, and Herding
Preserve purchasing power to weaken inflation’s impact

Mark Luschini August 20, 2021
Small business path to recovery

Mark Luschini August 17, 2021

Many small businesses started reporting renewed optimism after COVID-19 vaccinations led to the reopening of the economy. Now, business owners face another challenge: Inflation.
Accumulating wealth? Here’s why planning for inflation matters

Mark Luschini August 12, 2021

Investors could consider strategies to inflation-proof their portfolio to withstand gradual increases in prices for goods and services.

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Meet our Insights strategists & authors

Mark Luschini

Chief Investment Strategist, President and Chief Investment Officer, Janney Capital Management
Guy LeBas

Director, Custom Fixed Income Solutions
Gregory M. Drahuschak

Equity Market Analyst, ISG
Michael Halloran

Equity Strategist
Andrew Leger

Equity Analyst

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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May Investment Perspectives

Portfolio Construction

Long-Term Capital Market Assumptions

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Meet our Insights strategists & authors