Investment Strategy

Janney Montgomery Scott, LLC
  • 4.2 (5)
  • INVESTING
Investment Strategy

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

  1. 02/03/2022

    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

  2. 01/07/2022

    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

    14 min

  3. 12/08/2021

    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

    14 min

  4. 11/10/2021

    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

    11 min

  5. 10/07/2021

    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

    13 min

  6. 09/01/2021

    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

  7. 08/05/2021

    Interest Rate Outlook and Drivers of Equity Market Returns

    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: Factors contributing to the rally in interest rates Long-term inflation outlook and yield expectations Corporate earnings and equity market returns Update on economic activity domestically and abroad

    12 min

  8. 07/13/2021

    Interest Rate Outlook and Update on Economic Recovery

    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: Factors driving the recent rally in interest rates following the selloff earlier this year Update on economic activity and upcoming earnings announcements Recent activity in the equity market and what to expect moving forward Investor considerations related to the U.S. dollar and international markets

    15 min
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Ratings & Reviews

4.2
out of 5
5 Ratings

About

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

Information

  • Creator
    Janney Montgomery Scott, LLC
  • Years Active
    2016 - 2022
  • Episodes
    57
  • Rating
    Clean
  • Copyright
    © Copyright Janney Montgomery Scott LLC
  • Show Website
    Investment Strategy

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