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Market Strategy by Strategas

Whether from their regular interviews on national news outlets or their research delivered directly to advisors, Strategas cuts through the noise and provides insights that are highly valuable to our clients over the short and long term. 


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Our 2024 Market, Policy & Planning Outlook

What does 2024 have in store - and how should you plan for it? Our market, policy and planning experts share their outlook and strategies for the upcoming year.  

 

Market Strategy Weekly
February 16, 2024

Strategas Head of Policy Research Dan Clifton walks us through the largest election year in world history—from the impact of a reelection on U.S. equity market performance, to the policy levers likely to be pulled in the reelection efforts. A must read / watch.

 



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Market Gauge

Gauge shifts lower as the U.S. Dollar and the Technical Picture both move to the "Unfavorable" column.  


U.S. Dollar: A strengthening dollar could pose a risk for American exporters and emerging economies at a time when geopolitical uncertainty is heightened. 

Technical Picture: Only 41% of S&P 500 firms' share prices are above their 200-day moving average, which is not a favorable indicator for the market.


See the report for more information about the Market Gauge and how it works.  (last published October 16). 

Read the Report

Additional Insights from Strategas

Global Asset Allocation

Global Asset Allocation

No changes to asset allocations month; Strategas comments on the environment we're in now. Jan. 22

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Washington Policy 

Washington Policy 

We're on the path to November, now. The policy team looks at the link between elections and stimulus. Jan. 22

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Q4 Market Update

Q4 Market Update

Economic and market commentary, looking back at Q4 and ahead to 2024. Jan. 8

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Sector Allocation

Sector Allocation

Strategas adjusts its U.S. equity allocation to reflect a shift to a more pro-cyclical market position. Dec. 18

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The information reflected on this page are Baird expert opinions today and are subject to change. The information provided here has not taken into consideration the investment goals or needs of any specific investor and investors should not make any investment decisions based solely on this information. Past performance is not a guarantee of future results. All investments have some level of risk, and investors have different time horizons, goals and risk tolerances, so speak to your Baird Financial Advisor before taking action.