Market Insights
Whether it's analyzing movements in the market, interpreting government policy, or understanding how to react to what's happening in the world today, Baird has the experts and cutting-edge research to inform your wealth management plan.
Market Strategy by Strategas
Be it through regular interviews on national news outlets, or their research delivered directly to Baird financial advisors, Strategas provides award-winning macro research, blending market strategy, economic perspective, government policy, technical analysis and a deep understanding of fixed income and equity markets.
Market Strategy Weekly
April 25, 2025
Amid the recent market volatility, Strategas Senior Investment Strategist Ryan Grabinski breaks down longer-term themes to keep top of mind, touching on AI, its need for more power/electricity, and the broader deglobalization trend.
Market Gauge
April 2025
The Market Gauge remains in Favorable territory this edition, with a flush liquidity backdrop, solid economic data, and resilient earnings estimates countering Washington uncertainty. Recent market weakness reflects concerns about growth and policy, but we remain optimistic on the fundamentals.
Key Takeaways from Strategas Research Areas
Strategas provides a comprehensive snapshot of current market and economic conditions through their six research areas.
Additional Research Insights from Strategas
Tax Legislation Could Sterilize Tariff Impact
Although some of the reciprocal tariffs unveiled on April 2 have been rolled back, more tariffs are in the pipeline. The tax bill moving through Congress provides the best opening to sterilize the tariff impact if the rest are not rolled back.
Recommended Asset Allocation against a Global 60/40 portfolio accompanied by market commentary and rationale.
Recommended Sector Allocations accompanied by broader market commentary and sector-specific rationale.
In the first quarterly note of 2025, Strategas highlights the factors that contributed to a challenging first quarter.
Baird Market Strategy
Our subject matter experts leverage Strategas’ technical expertise to help Baird clients understand and make the most of their wealth management plans.
Michael Antonelli
PWM Market Strategist
Combining his passion for behavioral finance with a deep expertise in market analysis, Michael enjoys connecting and empathizing with clients as he guides them through the inevitable ups and downs of the market. Mike strongly believes that your financial life and personal life are synonymous, and as such brings his entire self into his writing – discussing everything from wellness to community involvement to personal stories. With an emphasis on purpose-based investing, Mike aims to be the voice of reason and put common fears into proper context.
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Ross Mayfield, CFA
Investment Strategist
Ross educates clients by pairing timely commentary with historical data that cuts through the chaos of the day’s financial headlines. By using past events to inform today’s decisions, Ross focuses on “myth busting” to minimize investors’ emotional response and personal perspectives in volatile or bear markets. Ultimately, Ross aims to help clients from overthinking or overreacting to the market, knowing that successful investing often requires avoiding just a handful of big mistakes.
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