“
”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
Emerging markets – Where AI and commodity themes drive valuation upside
Why Lisa Cook’s fate could be more consequential than Jerome Powell’s replacement.
Learn how the different boutiques at Raymond James Investment Management are approaching 2026.
What to watch in healthcare, higher education, transportation, and general obligation (GO) bonds.
But the dissents continue.
The risk can’t be ignored, writes Cougar Global Investments Portfolio Manager Irina Dorogan.
Why Lisa Cook’s fate could be more consequential than Jerome Powell’s replacement.
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.
Investment implications of Trump’s deregulation agenda
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.
