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Strategas – a Baird Company provides Market Strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans. These premier insights combine investment strategy, macroeconomic perspective, government policy research, technical analysis and a deep understanding of the fixed income and equity markets. This comprehensive Market Strategy complements and enhances our investment and planning solutions for you.

Market Strategy Weekly

Weekly Market commentary series produced by Strategas. View the latest commentary below.

The May inflation surprise, the Fed’s pivot to larger rate hikes, and finding pockets of value in the bond market—Strategas Head of Fixed Income Research Tom Tzitzouris answers our questions.

Investors should consider the investment objectives, risks, charges and expenses of each fund carefully before investing. This and other information is found in the prospectus and summary prospectus. For a prospectus or summary prospectus, contact Baird directly at 866-442-2473. Please read the prospectus or summary prospectus carefully before investing.

Key Takeaways from Strategas Research Areas

While labor market strength, robust corporate and consumer balance sheets, and still-accommodative monetary policy lead us to believe that recession is unlikely in the next year, we believe the risks to the equity markets are rising due to the likelihood of aggressive central bank tightening to fight inflation.

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2022 Market, Policy & Planning Outlook

Strategas Analyst Bios

 

Strategas Recognized as Top Independent Macro Firm

Market Gauge

Gauge shifts unfavorable, volatility heightened

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Perspectives on Investing

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Bull and Baird

Get the Baird's eye view of the trading day.

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Michael Antonelli, PWM Market Strategist, along with Ross Mayfield, Investment Strategy Analyst, discuss inflation, and strategies to consider if you're concerned about how it might impact your financial plan.