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
July 12, 2024
Strategas President Nicholas Bohnsack discusses how the earnings picture is shaping up ahead of the Q2 reporting season, how Strategas looks at Value vs. Growth, and how to think about AI at this point in time.
Market Gauge
June 2024
Despite corporate profits inflecting higher and the market’s still-solid technical backdrop, the deterioration of U.S. fiscal health adds uncertainty to the long-term inflation and interest rate picture.
2024 Mid-Year Market Outlook
The first half of 2024 was good for the markets but wasn’t without its uncertainties. Strategas President Nicholas Bohnsack weighs in on key economic questions and gives an outlook for the rest of the year.
Additional Research Insights from Strategas
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.
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.
In their quarterly note, Strategas recaps Q2 and looks out to the second half of the year.
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
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.
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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.
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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.