Market Commentary

Stay up-to-date on market news with regular insights from our Janney investment analysts and strategists to help you understand today’s markets and their investment implications.

  • February Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 7, 2024

    In this issue of Investment Perspectives, we look at the key drivers in the surge for copper demand, the 2024 trends in the fixed-income markets, and what will matter most for the stock market in the long term.

  • Long-Term Capital Market Assumptions 2024

    Michael Halloran January 17, 2024

    This report establishes our long-term return assumptions across major asset classes and includes representative model portfolios.

  • January Investment Perspectives

    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.

  • Outlook 2024

    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.

  • December Investment Perspectives

    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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