Strategas logo on a blue background

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.

Learn More About the Team

Market Strategy Weekly

May 24, 2024

Strategas President and Head of Portfolio Strategy Nicholas Bohnsack walks through a few key fundamental drivers of equities – inflation, interest rates, earnings – and also discusses the firm’s recent decision to add to developed market international stocks.

Download the Summary

Market Gauge

February 2024

Gauge remains negative given restrictive Monetary Policy, sticky inflation, elevated market valuation, and a decline of U.S. Fiscal Health amid rising interest costs and elevated spending.

Download the Report

Baird's February 2024 Market Gauge
Baird's February 2024 Market Gauge Building Blocks

Assessing the Market’s Big Rally

Strategas recaps the first quarter of 2024.

Read the Report

Additional Research Insights from Strategas

Icon of Capitol Hill
Washington Policy Research
An Electoral College Tie is Possible in 2024

Close elections have become the norm in recent years, and there’s a risk that neither major party candidate gets the requisite 270 Electoral College votes this November. That would mean the newly elected House chooses the president, a scenario that hasn’t happened since 1824.

Icon of a globe
Global Asset Allocation

Recommended Asset Allocation against a Global 60/40 portfolio accompanies by market commentary and rationale.

Icon of a generic bar graph and pie chart
U.S Sector Allocation

Recommended Sector Allocations accompanied by broader market commentary and sector-specific rationale.

Icon of an asterisk
Key Takeaways from the 6 Strategas Research Areas

As we move through the first quarter, we gathered insights from our key research areas: Investment Strategy, Asset Allocation, Technical Strategy, Economics, Washington Policy and Fixed Income.

Mike Antonelli and Ross Mayfield in front of a cityscape

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.

Browse Market Strategy Articles


Michael Antonelli
PWM Market Strategist

Michael graduated from Purdue University in 1995 with a degree in history and moved to CT to work in the back office of AIG trading. He moved to Chicago in 1997 to work in the back office of Dean Witter's futures division before moving to a 24-hour trading desk in 1999 to execute futures and options for Fimat, a division of Societe Generale. He got his MBA at the University of Chicago in 2007 before coming to Baird on the Equity Trading Desk in March 2007 as a Sales Trader, assigned to the International team.

Ross Mayfield

Ross Mayfield, CFA
Investment Strategy Analyst

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.