Market Insights
Strategas – a Baird Company provides Market Strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans. These premier insights combine investment strategy, macroeconomic perspective, government policy research, technical analysis and a deep understanding of the fixed income and equity markets. This comprehensive Market Strategy complements and enhances our investment and planning solutions for you.
Market Strategy Weekly
Weekly Market commentary series produced by Strategas. View the latest commentary below.
Major Investment Themes for 2021
Strategas believes six key themes will influence returns in 2021: (1) economic strengthening (2) rotation into Value (3) an ongoing M&A boom (4) private equity putting its money back to work (5) China tensions (6) exuberance of the individual investor.
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Strategas Research Insights
Washington Policy Research
Wealth Planning Strategies for 2021
Introducing Market Strategy by Strategas, a Baird Company
Market Gauge
Gauge shifts to favorable as vaccines accelerate recovery.
Perspectives on Investing
What to Expect from a Biden Presidency
From tax brackets to estate taxes, President-elect Joe Biden has proposed many changes that could affect you.
The Dangers of Portfolio Tinkering”
"Your money is like a bar of soap - the more you handle it, the less you'll have."
Staying the Course
Focus too much on day-to-day market performance and you could miss the larger trend.
Diversification: The "Free Lunch" of Portfolio Building
While diversification doesn’t guarantee against loss, it is one of the most successful strategies for portfolio building over the long term. Updated: August 18, 2020
Optimism vs. Pessimism
John Taft and Mike Antonelli take on conventional wisdom behind the aging investor.
The Covid-19 Recession
The COVID-19 recession is different from recessions in the past. Here's why it matters.
Michael Antonelli, Baird PWM Market Strategist, talks through key points to keep in mind when investing during an election.