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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 may be highly valuable to you over the short and long term.

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Market Strategy Weekly
March 27, 2026

Strategas Washington Research Analyst Jeannette Lowe talks through the stimulative impacts of 2025’s One Big Beautiful Bill Act and the Fed’s calculus in the face of new leadership and an energy shock.

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Market Gauge

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March 2026

The Market Gauge remains Neutral in its latest edition as global volatility continues to ramp up. We lean bullish given the relative importance of certain areas categorized as Favorable (e.g., economic growth corporate earnings and liquidity), but remain mindful of both fiscal headwinds and geopolitics/energy prices.

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. January 2026

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Washington Policy 

Washington Policy 

Strategas explains why year two of a presidency often brings more populist proposals ahead of midterm elections – a shift that can introduce added policy uncertainty and contribute to higher market volatility. January 2026

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Sector Allocation

Sector Allocation

Recommended Sector Allocations accompanied by broader market commentary and sector-specific rationale. January 2026

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Quarterly Market Update

Quarterly Market Update

In their latest quarterly report, Strategas begins to build a bullish case for the year ahead. January 2026

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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.