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.

Location:

United States

Genres:

Markets and Investing

Podcasts

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

Website:

http://www.janney.com/

Email:

Janney1832

Episodes

Central Bank Policies, Real Yield, and Equity Volatility

2/3/2022

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: • Influence of foreign central bank policy on interest rates • Understanding the effect of changes in real yield on the incentive to invest in other assets • Factors affecting the recent volatility in the equity markets • Investor appetite for risk assets and long-term outlook for the stock market

Duration:00:11:17

Market Volatility and Rising Interest Rates to Start 2022

1/7/2022

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: • Reasons for rising interest rates to start the year • Inflation hedging strategies beyond Treasury inflation-protected securities (TIPS). • Review of underlying equity market fundamentals • Short- and long-term outlook for stock market

Duration:00:13:35

Interest Rates and Recent Equity Market Volatility

12/8/2021

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: • Potential impact of budget deficits and Federal Reserve bond buying on interest rates • Short-term outlook for 10-year Treasury yields • Contributing factors to recent equity market volatility • End-of-year outlook for stocks and economy

Duration:00:13:52

The Current State of Inflation, Interest Rates, and the Economy

11/10/2021

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: • Effect of supply and demand imbalance on inflation • Increased interest rate volatility following central banks’ response to inflation • Impact of supply chain bottlenecks on the stock market • Outlook for consumer spending and positive economic activity • Opportunities in the fixed income and equity markets

Duration:00:10:38

Update on Federal Reserve Policy, Inflation, and Economic Conditions

10/7/2021

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets. Topics covered include: • Federal Reserve policy and inflation concerns • Long-term interest rate expectations • Potential impact of a legislative standoff related to the debt ceiling • Economic conditions amid pending infrastructure bill and President Biden’s Build Back Better plan

Duration:00:12:52

Federal Reserve Policy Expectations and Update on Economic Growth

9/1/2021

Duration:00:11:17

Interest Rate Outlook and Drivers of Equity Market Returns

8/5/2021

Duration:00:11:57

Interest Rate Outlook and Update on Economic Recovery

7/13/2021

Duration:00:15:01

Inflation, Interest Rates and Equity Market Valuations

6/3/2021

Duration:00:12:59

Measuring Inflation Risk and Market and Economic Update

5/6/2021

Duration:00:15:17

Fixed Income and Equity Markets Update

4/8/2021

Duration:00:15:22

Interest Rates, Market Plumbing and Equity Market Outlook

3/4/2021

Duration:00:18:03

A Booming Housing Market and an Update on Economic News

2/4/2021

Duration:00:11:25

Federal Reserve Policy Meeting and Factors Driving the Equity Markets

1/28/2021

Duration:00:11:35

Global Fixed Income Outlook and Investor Expectations for Equity Markets

1/21/2021

Duration:00:12:08

Podcast: Long-Term Interest Rates and Equity Market Outlook

1/14/2021

Duration:00:13:13

Podcast: Fixed Income Market Update and Expectations for Future Stimulus

1/7/2021

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss latest developments in the fixed income and equity markets. Topics covered include:

Duration:00:09:06

Fixed Income and Equity Markets in 2021

12/17/2020

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the fixed income and equity markets in 2020 and their expectations for the year ahead. Topics covered include:

Duration:00:10:43

Inflation Expectations and the Latest Economic Data

12/10/2020

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss expectations for inflation, as well as the current economic landscape and the weakening U.S. dollar. Topics covered include:

Duration:00:11:11

Interest Rates and Potential for Santa Claus Rally

12/3/2020

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the path for interest rates moving forward, as well as recent equity market returns and what to expect over the final weeks of 2020 and beyond. Topics covered include:

Duration:00:10:32