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.
Baird Strategas
Be it through regular interviews on national news outlets, or their research delivered directly to Baird Financial Advisors, Baird 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
July 17, 2026
Chief Investment Strategist Jason Trennert shares what he’s watching through the Q2 earnings season, whether the market’s expectations for the Fed are too hawkish, and where he’d diversify Tech exposure right now.
Market Gauge
July 2026
The Market Gauge moved from Unfavorable to a Neutral position as the fragile truce in Iran has helped energy prices back to pre-war levels. Despite the Neutral position, we find it difficult to fade the bull market here given ample liquidity, a strong earnings backdrop, and restrained investor sentiment.
2026 Mid-Year Market Outlook
Geopolitical tension, renewed debate over inflation, interest rates and AI gave investors plenty to consider in the first half of 2026. As the second half of the year begins, a perspective from Baird Strategas on key themes for investors to watch.
Additional Research Insights from Baird Strategas
Two Important Structural Shifts Shaping the Economy
Artificial intelligence and de-globalization are shaping the world economy and policymaking for years to come.
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 second update of 2026, Baird Strategas examines how markets continued to climb and why the current bull market may still have room to run.
Baird Market Strategy
Our subject matter experts leverage Baird Strategas’ technical expertise to help Baird clients understand and make the most of their wealth management plans.
In the Markets Now
Ross Mayfield’s series breaks down the markets by looking back and seeing how history repeats itself.
Bull & Baird
Michael Antonelli’s market blog explores the catalysts moving the economy, offers comic relief on the market’s developments and highlights how behavioral finance drives decisions.
All That Matters
In this regular video series, Mike Antonelli and Ross Mayfield cover what’s really worth your attention in the markets and economy today.
Five for Friday
Sometimes, we just can’t cram all of our disparate thoughts into a neat and tidy article. Our solution is 5 for Friday, an attempt to pack a handful of unrelated market musings onto a single page.
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.
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.
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.