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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. 


Learn more about the award-winning team

Market Strategy Weekly
August 22, 2025

Strategas President and Head of Portfolio Strategy Nicholas Bohnsack talks through two of the most important drivers of stocks today – the potential for rate cuts from the Fed and strong corporate earnings – before breaking down whether sentiment is yet a risk. 

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Market Gauge

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August 2025

The Market Gauge is Neutral in its latest edition, though with a positive, "risk on" bias given the strength of critical market building blocks like corporate earnings/profits, economic growth, monetary policy, liquidity, and investor sentiment. 

See the report for more information about the Market Gauge and how it works. 

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Additional Insights from Strategas

Asset Allocation

Asset Allocation

Recommended Asset Allocation against a Global 60/40 portfolio accompanied by market commentary and rationale. June 2025

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Washington Policy 

Washington Policy 

Trump's tariffs face real legal risks that could lead to more trade uncertainty in the weeks and months head – but the administration has a back-up plan. August 2025

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Sector Allocation

Sector Allocation

Recommended Sector Allocations accompanied by broader market commentary and sector-specific rationale. February 2025.

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Quarterly Market Update

Quarterly Market Update

Strategas examines the key drivers behind a surprisingly strong second quarter in their latest quarterly note. July 2025.

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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.