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
April 12, 2024
Strategas Head of Macro and Technical Strategy Chris Verrone discusses the recent pause in the bull market (and whether it’s something mild or more serious), an underappreciated European breakout, and what gold is telling him.
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.
Assessing the Market’s Big Rally
Strategas recaps the first quarter of 2024.
Additional Research Insights from Strategas
President Biden’s Proposed Tax Changes
While both parties would like to extend the middle-class tax cuts, policymakers will have to consider the cost of doing so.
Recommended Asset Allocation against a Global 60/40 portfolio accompanies by market commentary and rationale.
Recommended Sector Allocations accompanied by broader market commentary and sector-specific rationale.
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.
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
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.
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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.
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