Our Thinking

Explore insights, research and context on investing and markets
from our investment teams. We hope their diverse viewpoints and
experience can help inform your investment decisions.

Insights


The latest commentary on factors affecting the markets and investors’ portfolios

Does boring also mean reliable?

The unemployment rate is a lagging economic indicator, but it has yet to be wrong.

Trends in fixed income

Fed policy and long-duration investing.

Cash is so last year

As rates fall, decisions abound — and timing matters.

Stocks in a falling rate environment

Think small caps and dividend payers.

Long-duration bonds

Falling rates drive rising opportunities.

2024 Outlook

Opportunity on the horizon, but it won’t be easy.

Markets in Focus

Timely analysis of market moves and sectors of opportunity

What could go wrong in 2024?

A number of factors already have been baked into asset prices in the United States.

Tax-equivalent yield

Tax-exempt income can be an important advantage for municipal bonds.

A broken indicator?

19 months of recession predictions, but no recession. (Yet.)

The Markets in Focus Podcast

Discussions focused on the latest trends and developments driving the markets.

Bonds at a discount: The taxable bond market

With high interest rates, low coupon-paying bonds may offer increased yield potential.

Opportunities in fixed income

Duration bonds for long-term investors

Implications of the ballooning U.S. budget deficit

The U.S. budget deficit and federal debt are expected to grow continuously.

Another Hawkish Pause

With a more hawkish tone from the Fed

Fed Cycles and Recessions

While every recession is different, the timing of Fed interest rate hikes and cuts bears watching.

The case for dividend payers

Potential long-term benefits for both income- and growth-oriented investors

Why not China?

An economic superpower with growing challenges.

Beyond the Biggest Names

Opportunities in small- and mid-cap stocks

Why Dividend Growth Matters

Income generation. Defense against risk. Inflation protection.

May | Cougar Global Viewpoints

Central banks and the enduring demand for gold

Cougar Global Viewpoints

How commercial real estate may challenge regional banks

Technology Advancements

Scout Investments discusses how it sees transformational technology advancements helping to drive strong investment returns.

Healthcare and Aging Demographics

Scout Investments discusses how healthcare and demographic developments can play a vital role in driving strong returns.

Bonds hit an inflection point

“The script has flipped,” says James Camp, CFA, creating alternatives for income investors.

Investing in the wake of Silicon Valley Bank

Yes, banks face challenges, but don’t expect the contagion of bank runs to spread.

Eagle Vermont Investment Team

From Theory to Practice
ESG Investing in U.S. Small-Cap Stocks

Sustainable Investing

Sorting out the facts vs. myths of environmental, social, and governance based investing

Quarterly Commentary

A snapshot of market happenings, a review of the portfolios and an outlook from Raymond James Investment Management affiliates.

Whitepapers


Raymond James Investment Management and its affiliates offer in-depth perspectives about investment-related themes to aid our clients’ understanding.

The Growth Opportunity in Artificial Intelligence

An ‘exoskeleton for the mind’ that’s poised to transform work and the investment landscape.

Investing Around the Peak of the Cycle

Real rates, the yield curve, and recession

ESG–Focused Investing In U.S. Electric Utilities

In our view, the electric utility sector should not be avoided by long-term ESG investors.

Beyond the Biggest Names

Opportunities in small- and mid-cap stocks

SMA or Mutual Fund?

Discover why high-net-worth investors may opt for separately managed accounts.