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 may be highly valuable to you over the short and long term.
Market Strategy Weekly
May 1, 2026
Strategas Chief Market Strategist Chris Verrone analyzes the recent rally off the March 30 lows – how would he characterize its strength, what looks like leadership, where are the key risks, and how is he thinking about international stocks here.
Market Gauge
April 2026
See the report for more information about the Market Gauge and how it works.
Additional Insights from Strategas
Asset Allocation
Recommended Asset Allocation against a Global 60/40 portfolio accompanied by market commentary and rationale. March 2026
Washington Policy
Geopolitical risk, tax season liquidity pressures, and rising policy uncertainty are testing investor confidence even as market behavior continues to track historical presidential cycle patterns. April 2026
Sector Allocation
Recommended Sector Allocations accompanied by broader market commentary and sector-specific rationale. March 2026
Quarterly Market Update
In the first quarterly note of 2026, Strategas highlights the factors that contributed to a chaotic first quarter. April 2026
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.
