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
Market Strategy Weekly
July 26, 2024
Strategas Washington Research Analyst Jeannette Lowe breaks down the biggest change that’s emerged since Biden exited the presidential race and outlines for us the policy implications of a Kamala Harris vs. Donald Trump election.
Market Gauge
June 2024
Despite corporate profits inflecting higher and the market’s still-solid technical backdrop, the deterioration of U.S. fiscal health adds uncertainty to the long-term inflation and interest rate picture.
2024 Mid-Year Market Outlook
The first half of 2024 was good for the markets but wasn’t without its uncertainties. Strategas President Nicholas Bohnsack weighs in on key economic questions and gives an outlook for the rest of the year.
Additional Research Insights from Strategas
The Fed’s History of Monetary Policy Moves
As investors watch for whether the Federal Reserve will cut interest rates at its September meeting or wait until the post-election November or December meeting, it is important to note that the Fed easing financial conditions in an election year is not without precedent.
Recommended Asset Allocation against a Global 60/40 portfolio accompanies by market commentary and rationale.
Recommended Sector Allocations accompanied by broader market commentary and sector-specific rationale.
In their quarterly note, Strategas recaps Q2 and looks out to the second half of the year.
Baird Market Strategy
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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