“
”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
And waits for more clarity
The size of the opportunity set. Risk. Valuations. Plus huge catalysts abroad.
What are the likely impacts of tariffs on risks, growth, inflation, and spread sectors?
Geopolitics. Central banks. And recent shifts in market behavior.
The only certainty is more uncertainty in the near term.
Context is critical during this market meltdown.
A great rotation is underway.
Artificial intelligence, data center electricity demand, and grid modernization.
They’re more frequent than you might think. And they tend to foreshadow more gains.
Short-term panic. Long-term lessons.
And Matt Orton, CFA, sees no reason to change a sanguine outlook for the market.
Not soon – but there are potential risks to the U.S. economy and markets.
Which asset class will win going forward?
Positioning in a higher-volatility bull market
The link between the outlook for manufacturing and U.S. GDP is not set in stone.
How opportunistic call-writing strives for better outcomes.
The prognosis for a $5 trillion industry.
Why flexible income strategies provide a bedrock for income-oriented investors
So stay flexible.
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.
Raymond James Investment Management and its affiliates offer in-depth perspectives about investment-related themes to aid our clients’ understanding.
