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Baird Strategas

Whether from their regular interviews on national news outlets or their research delivered directly to advisors, Baird 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
July 17, 2026

Chief Investment Strategist Jason Trennert shares what he’s watching through the Q2 earnings season, whether the market’s expectations for the Fed are too hawkish, and where he’d diversify Tech exposure right now.

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Market Gauge

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July 2026

The Market Gauge moved from Unfavorable to a Neutral position as the fragile truce in Iran has helped energy prices back to pre-war levels. Despite the Neutral position, we find it difficult to fade the bull market here given ample liquidity, a strong earnings backdrop, and restrained investor sentiment.

See the report for more information about the Market Gauge. 

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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 2026

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Washington Policy 

Washington Policy 

The world economy is undergoing many secular changes, from the advent of artificial intelligence to de-globalization. Here, we look at two shifts occurring in the U.S. that will shape economic growth and policymaking for years to come. June 2026

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Sector Allocation

Sector Allocation

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

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Quarterly Market Update

Quarterly Market Update

In the first quarterly note of 2026, Baird Strategas highlights the factors that contributed to a chaotic first quarter. April 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.