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.

  • April Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak April 9, 2026

    Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.

  • March Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak March 6, 2026

    In this issue we discuss if it's time to rethink China, how oil and the bond market mix, and if wars derail markets.

  • February Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 9, 2026

    In this issue, the Investment Strategy Group explores gold's potential, the drivers in the bond market, and tech's tough stretch.

  • 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.

  • 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.

  • 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.

 

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