Baird’s Investment Strategy Team combines diverse, extensive economic and investment experience to provide direction for Baird’s individual clients as well as institutional investors.
Stock Market Analysis and Commentary
- 2019 Economic & Stock Market Outlook | Chart Pack. A look ahead at what could move the market in the coming year. Updated: December 7
- The Weight of the Evidence. A summary of the primary macro and market factors that influence stock prices. Updated: January 8
- Market Notes. Our review of macro and market developments over the past week, plus a look at the week ahead. Updated: January 14
- Macro Update. A closer look at the at the macro factors influencing the investing environment. Updated: January 9
- Market Commentary. A closer look at ongoing trends and themes in the financial markets. Updated: January 10
- Investment Strategy Outlook. An update on how evolving economic and market conditions are reflected in Baird’s investment strategy. Updated: November 2018
- Quarterly Reports: Q4 2018 Market Update | Q4 2018 Quarterly Tactical Call | Q4 2018 Market Chartbook
Bond Market Analysis and Commentary
- Muni Fortnightly. Senior Fixed Income Analyst Dave Violette, CFA, provides a snapshot of the current municipal market.
Updated: January 14
- 2018 Fixed Income Market Outlook. Craig Elder, Senior Fixed Income Analyst, discusses how tax reform, rising interest rates, a new Fed chair and global economic events could impact the fixed income market in 2018. Updated: January 2018