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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
August 21, 2026

Washington Research Analyst Jeannette Lowe talks through the recent backup in bond yields and the Treasury’s response before getting into the political ramifications of the data center buildout in a midterm election year.

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Market Gauge

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August 2026

The Market Gauge remains in an unsteady Neutral position as solid economic growth and robust profitability help to offset a growing cavelcade of headwinds: higher oil prices, higher yields, and the potential for monetary policy to drift into increasingly unfavorable territory by year-end.

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. July 2026

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Washington Policy 

Washington Policy 

Following a Supreme Court ruling against IEEPA tariffs, a new tariff framework is being implemented. August 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 second update of 2026, Baird Strategas examines how markets continued to climb and why the current bull market may still have room to run. July 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.