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Michael Halloran
January 17, 2024
This report establishes our long-term return assumptions across major asset classes and includes representative model portfolios.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
January 11, 2024
In this month’s Investment Perspectives, the Investment Strategy Group discusses how the pursuit of a soft landing continues in the new year and anticipates volatile but trending bond markets. Plus, strong market performance in December points to potential positive results for 2024.
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Mark Luschini and Guy LeBas
December 15, 2023
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
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Guy LeBas
December 14, 2023
Fed policymakers held overnight interest rates unchanged at 5.25% - 5.50%, the fourth consecutive hold after 18 months of hikes.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
December 8, 2023
In this issue we discuss making a case for metals, the role politics play in objective decision-making, and if seasonal bias will dominate December.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
November 8, 2023
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.
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Michael Halloran
October 17, 2023
Productivity is critical for economic growth, corporate performance, and higher living standards. We see several key factors that could sustainably boost U.S. productivity in the coming years. We discuss these factors, their impact on major sectors of the economy, and the resulting investment implications in this piece.
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October 8, 2023
The U.S. economy has a good chance to experience a garden-variety slowdown over the next 12 months and a small but growing chance to experience a multi-year productivity boom. If there is a mild recession, interest rates should fall somewhat. By contrast, if productivity growth does indeed accelerate, there is a lot more room for interest rates to rise.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
October 5, 2023
In this issue of Investment Perspectives, we share why we believe the economic picture is still reasonably bright. We also look at how interest rates provide useful signals regarding economic conditions, and why various technical factors may provide the setting to increase equity exposure in October.
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Michael Halloran
September 26, 2023
We have the following thoughts on the potential government shutdown.