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Investment Strategy

Markets and Investing

Janney's market analysts provide their perspective on the global pandemic's impact on the market, particularly investment strategy and market volatility.

Janney's market analysts provide their perspective on the global pandemic's impact on the market, particularly investment strategy and market volatility.

Location:

United States

Description:

Janney's market analysts provide their perspective on the global pandemic's impact on the market, particularly investment strategy and market volatility.

Language:

English


Episodes

Fixed Income and Equity Markets Mid-Year Outlook

7/1/2020
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to recap the first half of the year, and provide their outlook and expectations for the remainder of 2020. Topics covered include:

Duration:00:08:10

Economic Recovery Update and the Relationship Between Equities and Credit Spreads

6/25/2020
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the correlation between investment grade bonds and equity markets, as well as the state of the economic recovery. Topics covered include:

Duration:00:10:19

Investment Grade Corporate Bonds and Timing of an Economic Recovery

6/18/2020
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the corporate bond market as well as the current state of an economic recovery. Topics covered include:

Duration:00:10:09

Fed Policy Meeting and Indicators of Market and Economic Improvement

6/11/2020
In this audio update, Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, discuss the latest Fed policy meeting, as well as the current state of the markets and economy, particularly indicators to watch. Topics covered include:

Duration:00:10:21

Taking a Global View of the Fixed Income and Equity Markets

6/5/2020
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the global fixed income market and outlook for interest rates, as well as factors signaling the potential for economic health and sustainable growth. Topics covered include:

Duration:00:08:59

Cyclical Sectors in the Equity Markets

5/28/2020
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the fixed income market, expectations for economic data moving forward, as well as how cyclical sectors stand to benefit from improving conditions. Topics covered include: When we might begin to see improvements in economic data

Duration:00:09:11

Asset-backed Securities and Expectations for Economic Data

5/22/2020
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss recent events in the asset-backed securities space, as well as expectations for the market and economy moving forward. Topics covered include:

Duration:00:09:30

Podcast: Negative Interest Rates and Equity Market Update

5/14/2020
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss comments from Federal Reserve’s Jerome Powell, as well as the impact of current unemployment on the markets and economy. Topics covered include:

Duration:00:11:44

Outlook for Interest Rates and Equity Market Update

5/7/2020
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss their outlook for interest rates, the economic impact as states begin to reopen, as well as opportunities in the current market environment. Topics covered include:

Duration:00:10:03

Federal Reserve Policy and Market Outlook

4/30/2020
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the Fed’s aggressive monetary actions and policy statements, as well as the latest market and economic news. Topics covered include:

Duration:00:10:58

The Shape of Economic Recoveries and Municipal Bond Investing

4/23/2020
In this podcast, Market Strategist Gregory Drahuschak speaks with Mark Luschini, Chief Investment Strategist, and Guy LeBas, Chief Fixed Income Strategist, to discuss their recent articles looking at the what the economic recovery might look like and the coronavirus and the municipal bond market. Topics covered include:

Duration:00:10:00

Market Outlook and the Federal Reserve’s Policies

4/16/2020
In this podcast, Market Strategist Gregory Drahuschak speaks with Mark Luschini, Chief Investment Strategist, and Guy LeBas, Chief Fixed Income Strategist, to discuss their outlook for equity market using previous events as a prologue for the potential path ahead, and the Fed’s expanded programs to support corporate and municipal markets. Topics covered include:

Duration:00:08:02

Have markets reached a durable bottom?

4/9/2020
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, for an update on fixed income, the recent rally in equity markets, and how the economic stimulus might impact conditions moving forward. Topics covered include:

Duration:00:09:34

Impact of recent stimulus measures on the markets and economy

4/2/2020
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to review recent monetary and fiscal measures designed to stimulate the economy. The current state of the fixed income and equity markets are also discussed. Topics covered include: Areas to watch in the coming weeks

Duration:00:08:19

Indicators for Market Stability and Economic Recovery

3/24/2020
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the state of the market and the economic implications resulting from the coronavirus. Topics covered include:

Duration:00:08:32

Protocol or not, 3 steps you can take now

3/23/2020
Wherever you are in the decision-making process, it’s a good time to hear from inside experts on what makes for a successful transition. Play the podcast below to listen as Jerry Lombard and Jeff Smith discuss the steps you can take now.

Duration:00:25:46

Coronavirus’ impact on equity and fixed income markets

3/19/2020
In this podcast, Market Strategist Gregory Drahschak is joined by Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the state of the markets amid uncertainty and volatility resulting from the impact of coronavirus on the economy.

Duration:00:08:28

Investment Perspectives, Season 2, Episode 1

1/7/2019
Looking back at the previous year, our analysts provide insights for the market moving into 2019.

Duration:00:15:19

Investment Perspectives, Episode 7

12/7/2018
Fluctuations in the market drive decision making for investors. Our analysts discuss current trends and why sound decision making should prevail.

Duration:00:12:51

Episode 6: Phase Transition, Credit Cycle, and the Great Reset

11/9/2018
This month's Investment Perspectives discusses shifting investor sentiment, credit cycle in the yellow zone, and the October market reset.

Duration:00:16:16