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.

  • February Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 7, 2025

    The case for U.S. exceptionalism, four key issues facing fixed income, and a comparison of stock market returns and Punxsutawney Phil predictions.

  • Long-Term Capital Market Assumptions 2025

    Michael Halloran January 30, 2025

    This report establishes our long-term return assumptions across major asset classes and includes representative model portfolios.

  • Outlook 2025

    Mark Luschini and Guy LeBas December 16, 2024

    Outlook 2025 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.

  • November Investment Perspectives (Special Election Edition)

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak November 12, 2024

    In this special election issue, find out what president-elect will attempt to accomplish in his second term, if the current market narrative will morph into policy reality, and whether recent stock market gains are just a trend or a result of Trump’s win.

  • A Glidepath

    Guy LeBas November 7, 2024

    Market reaction to today’s FOMC announcement was muted—not surprising since a 0.25% cut was about 95% priced going into the meeting and there were few forecasts of material changes to the statement.

  • Outlook 2024: Mid-Year Update

    Mark Luschini and Guy LeBas June 17, 2024

    To better position portfolios for the remainder of 2024, 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.

  • Healthy Profits and Lower Bond Yields Are Supporting Stock

    Michael Halloran May 9, 2024

    Recent stock market performance has been encouraging, with the S&P 500 reversing its 1-month downtrend while Treasury yields are moving lower off recent highs. We continue to view the recent stock market pullback as a normal occurrence in an ongoing bull market.

  • Behavioral Finance and Investment Principles IV

    Mark Luschini April 24, 2024

    Part 4: Endowment Effect, Sunk-Cost Fallacy, Illusion of Control.

  • Behavioral Finance and Investment Principles III

    Mark Luschini April 10, 2024

    Part 3: Overconfidence, Anchoring Effect, and Herding.

  • Behavioral Finance and Investment Principles II

    Mark Luschini March 26, 2024

    Part 2: Familiarity Bias, Framing Bias, and Mental Accounting.

 

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