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.
Strategas Investment Strategist Ryan Grabinski takes on a grab bag of high level questions, including why talk of a Fed pivot is premature, where earnings estimates might go from here, and why concentration risk remains worth watching. Read the written report.
It’s been a tumultuous first half of the year, to say the least. Strategas partners Nicholas Bohnsack and Dan Clifton address some of the pressing unknowns that investors face heading into the second half 2022. They discuss inflation, recession, portfolio positioning, policy changes, midterm elections, and more. See below for a video or read their thoughts in this note.