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

Investment Strategy Janney Montgomery Scott, LLC

    • Wirtschaft

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

    Central Bank Policies, Real Yield, and Equity Volatility

    Central Bank Policies, Real Yield, and Equity Volatility

    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

    • 11 Min.
    Market Volatility and Rising Interest Rates to Start 2022

    Market Volatility and Rising Interest Rates to Start 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

    • 13 Min.
    Interest Rates and Recent Equity Market Volatility

    Interest Rates and Recent Equity Market Volatility

    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

    • 13 Min.
    The Current State of Inflation, Interest Rates, and the Economy

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

    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

    • 10 Min.
    Update on Federal Reserve Policy, Inflation, and Economic Conditions

    Update on Federal Reserve Policy, Inflation, and Economic Conditions

    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

    • 12 Min.
    Federal Reserve Policy Expectations and Update on Economic Growth

    Federal Reserve Policy Expectations and Update on Economic Growth

    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:
    Expectations for Federal Reserve policy Tapering of Federal Reserve bond purchasing and impact on interest rates Fiscal and monetary stimulus supporting economic growth State of stock market and what to expect moving forward

    • 11 Min.

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