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Mark Luschini, Guy LeBas and Gregory M. Drahuschak November 8, 2023
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak October 5, 2023
In this issue of Investment Perspectives, we share why we believe the economic picture is still reasonably bright. We also look at how interest rates provide useful signals regarding economic conditions, and why various technical factors may provide the setting to increase equity exposure in October.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak September 11, 2023
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak August 9, 2023
In the latest Investment Perspectives we discuss why GDP matters for investors, explore ways to structure a core holding of long-term bonds, and determine if the market can cast aside seasonal weakness and build on the July rally.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak July 11, 2023
We take a look at why China's economic recovery has struggled, the core-satellite method of portfolio construction, and how the recent tech-stock dominance offers a reminder of past performance.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak June 9, 2023
We examine the plausibility of avoiding a recession this year, what happens to the bond market now that the debt-ceiling saga ended, and what's expected to weigh on the stock market this month.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak May 9, 2023
We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak April 11, 2023
We examine whether the recent bank failures carry further implications for the economy, determine if the shape of the yield curve is a sign of an imminent recession, and share valuable lessons as the second quarter begins.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak March 9, 2023
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 8, 2023
Our Investment Strategy Group explains why investors should remain vigilant in 2023, what the top economic issues are that will dominate market conversations, and takes a look at the factors likely to affect U.S. equities’ potential.