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
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.

Updated: September 16
Market Notes

Our review of macro and market developments over the past week, plus a look at the week ahead.

Updated: September 21
Macro Update

A closer look at the at the macro factors influencing the investing environment.

Updated: September 17
Market Commentary

A closer look at ongoing trends and themes in the financial markets.

Updated: September 10
Investment Strategy Outlook

An update on how evolving economic and market conditions are reflected in Baird’s investment strategy.

Download the Chart Pack

Updated: July 9
Stock Market Update

Thoughts on risks and portfolio management in advance of Presidential Election.

Updated: September 2
 

Bond Market Analysis and Commentary

Muni Fortnightly

Senior Fixed Income Analyst Dave Violette, CFA, provides a snapshot of the current municipal market.

Updated: August 31
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.

Updated: July 13
Fixed Income Monitor

Senior Fixed Income Analyst Dave Violette, CFA, takes a look at what’s moving the Treasury, municipal and corporate bond markets.

Updated: September 21
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