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
- The Weight of the Evidence. A summary of the primary macro and market factors that influence stock prices. Updated: April 11
- Market Notes. Our review of macro and market developments over the past week, plus a look at the week ahead. Updated: May 14
- Macro Update. A closer look at the at the macro factors influencing the investing environment. Updated: May 8
- Market Commentary. A closer look at ongoing trends and themes in the financial markets. Updated: May 10
- Investment Strategy Outlook. An update on how evolving economic and market conditions are reflected in Baird’s investment strategy. Updated: April 11
- Quarterly Reports: Q1 2018 Market Update | Q2 2018 Quarterly Tactical Call | Q1 2018 Market Chartbook
Bond Market Analysis and Commentary
- Corporate Bond Commentary. Senior Fixed Income Analyst Craig Elder offers his take on the Federal Reserve and other economic indicators moving today’s fixed income market.
Updated: February 26
- Muni Fortnightly. Senior Fixed Income Analyst Dave Violette, CFA, provides a snapshot of the current municipal market.
Updated: May 7
- 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