• Embrace the Bear

    Bear markets have an undeservedly bad reputation. Without them, long-term investors would not have great buying opportunities.

  • Importance of Semiconductors and Chips Act

    Semiconductors are the brains of modern electronics, enabling technologies critical to U.S. economic growth, national security, and global competitiveness. Semiconductors have driven advances in communications, computing, health care, military systems, transportation, clean energy, and countless other applications.

  • Thoughts on the Inflation Reduction Act

    President Biden is set to sign into law legislation designed to lower prescription drug prices, boost the renewable energy sector, and impose new taxes on large corporations. We have the following thoughts on this legislation.

  • August Investment Perspectives

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

  • July Investment Perspectives

    Recession possibilities, the credit cycle and its phases, and expectations for equities.

  • Outlook 2022: Mid-Year Update

    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

    Finding direction with manufacturing and services data, fixed income & economic growth, and issues facing stocks this summer.

  • Cybersecurity Update

    This paper reviews the critical aspects of cybersecurity and security spending.

  • May Investment Perspectives

    Some things that could go right, a look at TIPS, and stocks and the midterms.

  • Investment Perspectives: The stock market correction, cautious optimism on bonds, and market's needed consolidation

    Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.

Meet our Insights strategists & authors

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