Wednesday, November 6, 2019

Investment Perspectives: Economic Data, Limits of Monetization, and Equities Enter Profitable Period

Key Takeaways

  • Reading the mixed signals in economic data.
  • A look at what's behind TOMO, POMO, and other acronyms in the Fed's toolbox.
  • Nearly record levels of sidelined cash could provide the fuel for multiple expansion, increasing market potential.

Tuesday, October 8, 2019

Investment Perspectives: Oil Prices, Repo Non-Crisis, and Stocks in October

Key Takeaways

  • We are optimistic that higher oil prices will not so easily precipitate an economic downturn.
  • Delving deeper into the financial plumbing to look at the repo market.
  • October is here. Off to a wild start for stocks, but it’s a long month ahead.

Thursday, October 3, 2019

Investment Principles that endure through any market condition

Over the long run, a handful of universal investment principles underpin an investor’s success. These principles guide Janney’s investment and wealth-management decision-making processes.

Tuesday, September 10, 2019

Investment Perspectives: The Bear Trap, Negative Yields, and Range-Bound Market

Key Takeaways
• Stocks hold on during recent bouts of volatility.
•Find out why negative-yielding debt is not likely to hit U.S.
• Can overall economic strength carry us through a typically rough September?

Thursday, August 8, 2019

Investment Perspectives: Another Cyclical Slowdown, Negative Yielding Debt, and the Bumpy Bull Market

Key Takeaways
• Find out why slowing economic growth is not necessarily cause for alarm
• The strange phenomenon of negative-yielding debt is on the rise
• Stocks’ bull run continues, but not without volatile daily swings

Wednesday, July 10, 2019

Investment Perspectives: Spiking the punch bowl, the next economic downturn, and second-half surge

Key Takeaways
• Seeing a clear direction of the economy continues to be the Fed’s challenge
• The Great Recession still haunts investors. Read why the next downturn might not be as severe.
• Stocks posted a strong first half of 2019 but many are wondering if the streak can continue through the second half of this year.

Thursday, June 27, 2019

Outlook 2019: Mid-Year Update

The Mid-Year Update presents a follow-up to our annual view published last December and affords a chance to make adjustments, if necessary, for what we expect to come during the remainder of the year.

Friday, June 7, 2019

Investment Perspectives: Exogenous shock, Inverted Yield Curve, and Staggering Equities

Key Takeaways:
  • Looming threats exist, but that should not sway investors
  • What the yield curve shape does, and does not, tell
  • Trade uncertainties and indications of slower economic growth dampen outlook

Tuesday, May 14, 2019

Preserve Purchasing Power to Weaken Inflation's Impact

Key Takeaways:
  • Inflation can chip away at the wealth investors have built.
  • Part of financial planning requires figuring out what your purchasing power will be in the future to see how far your retirement savings will carry you.
  • Investors can inflation-proof their portfolio to withstand gradual increases in prices for goods and services.

Friday, May 10, 2019

Investment Perspectives: Positive growth, nature of inflation, and equity portfolios

Key Takeaways
  • Investors should position themselves for the advance in the stock market to continue.
  • A knowledge refresher on inflation - why it is important for the economy, the Fed, and the bond market.
  • May is here, but find out why selling and going away might not be the most appropriate strategy.

Monday, April 15, 2019

A Guide to Cybersecurity Investing

Key Takeaways:
  • Cybersecurity has become a top priority for companies and governments worldwide.
  • Cyber attacks have increased and spending on cybersecurity has risen along with them.
  • Network security, identity and access management, and automation are among many areas where spending will remain prevalent in the coming years, creating opportunities for investors.
A Guide to Cybersecurity Investing

Thursday, April 4, 2019

Investment Perspectives: Economic Breakthroughs, Fed's U-turn, and Inversion Talk

Key Takeaways
  • Attention now turns to potential second-quarter economic breakthroughs in the United States and globally. 
  • Explore a comparison of the Fed's most recent U-turn and past shifts.
  • As inversion talk captured headlines, we examine why it might not be a sign of a forthcoming recession.

Tuesday, March 5, 2019

Investment Perspectives: Weakening Dollar, Fixed Income Exposure, and Potential Stock Gains

Key Takeaways
  • A weakening U.S. dollar could be a sign of improving global economic conditions. 
  • Criteria to consider when deciding between fixed income exposure via mutual fund/ETF or individual bonds.
  • The market pushing higher in the first two months could mean potential gains.