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

U.S. Small Cap with a Value Tilt

Three Good Reasons with a Side of The Simpsons: Exxxxcelllent

Markets in Focus

Timely analysis of market moves and sectors of opportunity

The Markets in Focus Podcast

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

Do not doubt the Fed’s resolve

Central bank policy has turned away from market accommodation.

Municipal Bonds: A Window of Opportunity

This is arguably the most challenging period in history for bonds. It also might be just the time to focus on the opportunities.

Stay the Course

Inflation and rising rates may tempt investors to sell their bond allocation. That’s risky, says Eagle Asset Management.

Looking ahead

The Reams Asset Management looks ahead at the investment opportunities and challenges in 2022 in this annual outlook piece.

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.

A Case For Mid Cap Equities

Mid-cap stocks may be more established than smaller peers but more nimble than larger companies.

SMA or Mutual Fund?

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