“
”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.
The latest commentary on factors affecting the markets and investors’ portfolios
A changing market landscape, from Eagle Asset Management.
New Fed, new risks — Eagle Asset Management highlights the opportunity in volatility
Did the market overreact?
Semiconductor companies have seen significant gains, but are software companies preparing to catch up?
Eagle Asset Management examines reinvestment risk and the case for short-to-intermediate bonds.
Eagle Asset Management sees coupon income once again helping cushion volatility and support bond returns.
Where to find more yield? Muni prepay bonds, according to Eagle Asset Management.
Starting yield has historically been one of the most influential drivers of long term fixed income returns.
As growth softens and inflation firms, today’s yields are doing what spreads can’t, notes Eagle Asset Management.
The most dissents in more than 30 years.
All winters end: Position for a small-cap summer
A bi-weekly snapshot spotlighting the signals shaping income opportunities from Eagle Asset Management.
Not just gold — Inside the growing case for precious and industrial metals
Areas to consider while the market gets back on its feet.
Emerging markets – Where AI and commodity themes drive valuation upside
What to watch in healthcare, higher education, transportation, and general obligation (GO) bonds.
The risk can’t be ignored, writes Cougar Global Investments Portfolio Manager Irina Dorogan.
A long-term recipe for stagflation? Implications for investors.
Despite trust issues of the past, there could be light at the end of the tunnel.
Long-term outperformance. Often overlooked.
Jason Richey, CFA, digs into the numbers from the Bureau of Labor Statistics.
Timely analysis of market moves and sectors of opportunity
Discussions focused on the latest trends and developments driving the markets.
A snapshot of market happenings, a review of the portfolios and an outlook from Raymond James Investment Management affiliates.
