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
November 22, 2024
Nicholas Bohnsack talks through what’s worth focusing on in the aftermath of the election, along with asset allocation thoughts and some structural investment themes heading into 2025. Nicholas Bohnsack is Strategas President and Head of Portfolio Strategy.
Market Gauge
November 2024
The Gauge holds firm at -2, just below neutral, with some important categories falling in the Favorable column. Still, the deterioration of U.S. fiscal health and elevated valuations weigh on our long-term return expectations.
The Road to November: Election Insights from Strategas
Dan Clifton breaks down the potential market and policy implications coming from this year’s election.
Additional Research Insights from Strategas
2024 Election Implications For Tariff Policy & Tax Legislation
Republicans secured a sweep in the 2024 election. However, slim majorities in Congress—particularly in the House—will have important implications for tax legislation.
Recommended Asset Allocation against a Global 60/40 portfolio accompanied by market commentary and rationale.
Recommended Sector Allocations accompanied by broader market commentary and sector-specific rationale.
In their quarterly note, Strategas recaps Q3 and looks out to the last quarter 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.