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
January 17, 2025
Strategas Investment Strategist Ryan Grabinski talks through why the US stock market has so dramatically outperformed in recent years (and whether it can continue) as well as his expectations for US corporate earnings in 4Q24 and for 2025 overall.
Market Gauge
January 2025
The Market Gauge continues to be Neutral, but we are constructive on the overall market backdrop given the importance of several categories—such as economic growth, corporate earnings, investor sentiment, and liquidity—that remain in the Favorable column.
Key Takeaways from the 6 Strategas Research Areas
Strategas looks at the state of the markets and economy today from all six of their research areas and gives an outlook for the months ahead.
Additional Research Insights from Strategas
Three Tax Themes for 2025
One of President Trump’s key policy priorities is to extend nearly all of the tax cut provisions included in the 2017 Tax Cuts and Jobs Act. Republicans in Congress will undertake this task using the budget reconciliation process.
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 the last quarterly note of 2024, Strategas recaps Q4 and looks to 2025.
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.