“
”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
Why it’s different in this new environment.
Investment opportunities in a falling rate environment
What’s causing it, and will it endure?
As rates fall, decisions abound — and timing matters.
Fed policy and long-duration investing.
Think small caps and dividend payers.
Falling rates drive rising opportunities.
From artificial intelligence to cloud services, technology advancements are driving economic growth.
Demographics and healthcare innovations are high on the list.
The unemployment rate is a lagging economic indicator, but it has yet to be wrong.
Opportunity on the horizon, but it won’t be easy.
Timely analysis of market moves and sectors of opportunity
A number of factors already have been baked into asset prices in the United States.
Tax-exempt income can be an important advantage for municipal bonds.
19 months of recession predictions, but no recession. (Yet.)
Discussions focused on the latest trends and developments driving the markets.
With high interest rates, low coupon-paying bonds may offer increased yield potential.
Duration bonds for long-term investors
The U.S. budget deficit and federal debt are expected to grow continuously.
While every recession is different, the timing of Fed interest rate hikes and cuts bears watching.
Potential long-term benefits for both income- and growth-oriented investors
An economic superpower with growing challenges.
Central banks and the enduring demand for gold
How commercial real estate may challenge regional banks
“The script has flipped,” says James Camp, CFA, creating alternatives for income investors.
From Theory to Practice
ESG Investing in U.S. Small-Cap Stocks
Raymond James Investment Management and its affiliates offer in-depth perspectives about investment-related themes to aid our clients’ understanding.
An ‘exoskeleton for the mind’ that’s poised to transform work and the investment landscape.
Real rates, the yield curve, and recession
