Robert W. Baird & Co.

Commentary

Investing in Qualified Opportunity Funds
by Tim Steffen of Robert W. Baird & Co., 4/2/19

Qualified Opportunity Funds are a new investment opportunity designed to drive development in economically distressed areas. They come with significant tax benefits, but the holding requirements and other risks mean they aren’t suitable for all investors.
Commentary

Hurricanes Irma and Harvey: The Impact on the Municipal Markets in Florida and Texas
by Duane McAllister of Robert W. Baird & Co., 9/25/17

Baird’s Duane McAllister outlines the impact of hurricanes on the muni markets in Florida and Texas, noting the benefit of the strong fiscal position of both states.
Commentary

The Best Equity Performance May Surprise You
by Baird Equity Asset Management of Robert W. Baird & Co., 2/14/17

Since 1995 mid-cap stocks have outperformed large- and small-cap stocks. Investors that are under-allocated to the mid cap asset class are potentially accepting greater risk AND missing out on available return. Mid-cap companies often exhibit the nimbleness and growth potential of small caps with the stability of large caps while accepting, but potentially, reducing the risks of both.
Commentary

Weight of the Evidence Argues for Caution
by William Delwiche of Robert W. Baird & Co., 9/3/15
At this point, cycle lows for the popular averages may well be in place. This is not yet supported by the weight of the evidence, however. Simply put, risks remain elevated and it is too early to sound an all clear.
Commentary

Uncertainty Now; Opportunity Later: 2015 Economic & Stock Market Outlook, Mid-Year Update
by Bruce Bittles, William Delwiche of Robert W. Baird & Co., 6/25/15
The message at mid-year is caution now, but opportunity later. It is not difficult to envision a more constructive environment as we move through the second half. If and when the Fed finally raises rates, conviction in a gradual tightening process could raise Fed policy back to bullish, and better seasonal patterns (and perhaps improved momentum) could be in store in the fourth quarter. On the other hand, a quick return of investor optimism and/or further breadth deterioration could add downside pressure in the near term.
Commentary

Picking Stocks in the Tech Sector
by Chaitanya Yaramada of Robert W. Baird & Co., 4/20/15
Technology is an important sector for growth portfolios - it carries a significant weight in major growth benchmarks, and more importantly, tends to be a ripe area for stock picking. The technology sector represents nearly 15% of the Russell Midcap Growth benchmark and 24% of the Russell 3000 Growth benchmark. The percentage is even higher when including Internet stocks that are categorized into the Consumer Discretionary sector.
Commentary

Tax Implications of the Election
by Timothy Steffen of Robert W. Baird & Co., 11/7/12
While the re-election of President Obama gives us a sense of what direction the country may head regarding tax policies, addressing the deficit and how to respond to the looming fiscal cliff, there is still a lot of work to be done before any of those issues can be considered "resolved".
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