Market Insights from Strategas

Market Strategy by Strategas

Strategas delivers valuable insights to clients for both short-term tactics and long-term strategy.

Market Strategy Weekly
June 20, 2025

Strategas Head of Fixed Income Research Tom Tzitzouris explains why he expects 10-year Treasury yields to go lower in the near-term before turning higher over the next several years.

Additional Insights from Strategas

Asset Allocation

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

Washington Policy

The tariffs that have been implemented so far this year are expected to offset the cost of the tax cuts. Given the importance of tariffs to the U.S. fiscal situation, some of Trump’s tariffs seem here to stay. June 2025

Sector Allocation

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

Q1 Market Update

In the first quarterly note of 2025, Strategas highlights the factors that contributed to a challenging first quarter. April 2025.

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.