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
June 27, 2025
Strategas Washington Research Analyst Jeannette Lowe first breaks down the status, sticking points, and most consequential provisions of the mega tax bill working its way through Congress. She then looks ahead to the end of the tariff pause in July and what resolution we might see there.
Market Gauge
July 2025
The Market Gauge is Neutral in its latest edition, though with a positive bias given the strength of highly important categories: a backdrop of solid economic growth and corporate earnings, a still-muted investor sentiment picture, a flush liquidity environment, and a Fed still aiming to cut rates multiple times this year.
2025 Mid-Year Market Outlook with Strategas
Strategas presents important economic themes and a strategic outlook for the second half of the year.
Additional Research Insights from Strategas
Tariff Revenue Offsets the Cost of Tax Cuts
The tariffs that have been implemented so far this year are expected to offset the cost of the tax cuts. Given the importance of tariffs to the U.S. fiscal situation, some of Trump’s tariffs seem here to stay.
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.
Strategas examines the key drivers behind a surprisingly strong second quarter in their latest quarterly note.
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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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.