Market Insights
Baird’s Investment Strategy Team combines diverse, extensive economic and investment experience to provide direction for Baird’s individual clients as well as institutional investors.
Be sure to bookmark this page for the latest analysis and perspectives into the stock and bond markets.
The COVID-19 Recession
Why this recession is different.
Stock Market Analysis and Commentary
The Weight of the Evidence
A brief and timely summary of the primary macro and market factors that influence stock prices.
Market Notes
Our review of macro and market developments over the past week, plus a look at the week ahead.
Macro Update
A closer look at the at the macro factors influencing the investing environment.
Market Commentary
A closer look at ongoing trends and themes in the financial markets.
Investment Strategy Outlook
An update on how evolving economic and market conditions are reflected in Baird’s investment strategy.
Stock Market Update
Thoughts on risks and portfolio management in advance of Presidential Election.
Bond Market Analysis and Commentary
Muni Fortnightly
Senior Fixed Income Analyst Dave Violette, CFA, provides a snapshot of the current municipal market.
2020 Muni Market Midyear Update
Mike Schnetzer, Baird Municipal Market Analyst, and Tom Tzitzouris, Head of Fixed Income Research at Strategas, discuss the impact COVID-19 has had on the municipal market and where we go from here.
Fixed Income Weekly Monitor
Senior Fixed Income Analyst Dave Violette, CFA, takes a look at what’s moving the Treasury, municipal and corporate bond markets.