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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 Technical Strategist Todd Sohn walks us through the technician’s view of the current market environment. He hits on the broad selloff of the last few weeks, why sentiment isn’t quite as dour as past bear markets, and what sectors he likes as of today. 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.