March 22, 2023
Factor investing: A compass for volatile markets
Explore the power of factor investing and learn how to turn volatility into opportunity in 2023.
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Markets in Focus
Insightful conversations focused on the latest trends, themes and developments driving the markets.
Join Matt Orton, CFA, Chief Market Strategist, for timely insights and incisive discussions with Raymond James Investment Management’s industry leaders. Subscribe where you listen to podcasts.
Explore the power of factor investing and learn how to turn volatility into opportunity in 2023.
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A recession looks inevitable for 2023, so how can investors position their portfolios to minimize downside risk while preparing to capitalize on the opportunities to come?
Listen NowAmid growing concerns about a global recession, emerging markets appear to be ahead of the curve.
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It’s been a rough year for investors, and the credit market has been no exception. Rates have surged, ending a multi-decade bond bull market. How can investors generate alpha as credit yields become more attractive?
Listen NowRising interest rates get much of the attention, but other critically important factors are also at work for bank, insurance, consumer lending, and financial services stocks.
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Few sectors can be as whip-sawed or as boosted by global events as energy. After a transition away from a single-minded focus on growth, the industry now faces a new set of challenges and offers a unique set of potential opportunities.
Listen NowThe COVID bust and vaccine boom that followed it was a period unlike any in U.S. history. So why would the resulting inflation be any different?
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Labor costs and borrowing costs will be two key considerations for U.S. companies trying to navigate persistent inflation and slowing growth through the end of the year. With both, all roads lead back to the Fed.
Listen NowThe U.S. Securities and Exchange Commission recently unveiled proposed rules that could transform ESG investing. Amid 500 pages of text, three words stand out: Consistency. Comparability. Reliability.
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From mangoes to diamonds to healthcare to finance: Blockchain technology is poised to transform virtually every corner of the economy.
Listen NowHow did the Fed misjudge 2021’s biggest story so badly, and what are the implications of inflation — whether rising, falling, or something in between — for investors in the coming year?
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Growth stocks went on an extraordinary run during the pandemic, but rising rates set the stage for value stocks. What’s ahead for factor investing, and is there a different way to look at the question of growth vs. value? (Spoiler: Yes.)
Listen NowThe energy sector saw a truly horrible year in 2020, followed by a much better 2021. What does 2022 hold for a sector that always has its share of headwinds, but now might have some tailwinds, too?
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A year into the reflation trade, valuation metrics for many growth stocks are higher than they were a year ago. But if you look at fundamental drivers, things are not so clear.
Listen NowIncreased concentration is distorting performance across small-cap indices. How can active managers adjust?
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What should investors consider as ETF’s become ever more common in the investment landscape?
Listen NowDon’t overlook the “G” in ESG. Governance is the glue that holds it all together.
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A closer look at the global chip shortage that left supply chains starving.
Listen NowMarkets seem to make new highs every week, leading investors to ask: Where do we go from here?
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Markets seem to embrace the Fed’s line that inflation is transitory, but gauges may be skewed.
Listen NowThe healthcare sector weathered the COVID-19 storm very well, but has underperformed during the first half of 2021. Why the slump, and what’s the way out of it?
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Many investors are under-allocated to international equities after a historically long stretch of underperformance relative to the U.S. It may be time to change that.
Listen NowMid-cap stocks have shown strong performance since the pandemic market bottom in March 2020. Why aren’t more investors taking note?
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Higher tax talk makes investors remember municipal bonds
Listen NowThe stimulus spigot is wide open – but is it manipulating markets?
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Consumers are carrying the post-COVID recovery – where can investors seek opportunity?
Listen NowMarket expectations are high – but are they high enough?
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What should investors focus on amid the growth-value whiplash? Carillon Tower Advisers’ risk expert has some ideas.
Listen NowAfter ending 2020 on a record high, small-cap stocks entered 2021 on the rise. But what do inflation worries mean for the future of smaller companies?
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Markets are making record highs as the economy starts to lurch out of the COVID-19 pandemic. With fears of rising inflation and meme stock madness, worries about the next big market bubble are coming to the surface.
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Risk Information
Investing involves risk, including risk of loss.
Diversification does not ensure a profit or guarantee against loss.
Disclosures
Index or benchmark performance presented in this document does not reflect the deduction of advisory fees, transaction charges, or other expenses, which would reduce performance. Indexes are unmanaged. It is not possible to invest directly in an index. Any investor who attempts to mimic the performance of an index would incur fees and expenses that would reduce return.
This material is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, plan feature, or other purpose in any jurisdiction, nor is it a commitment from Raymond James Investment Management or any of its affiliates to participate in any of the transactions mentioned herein. Any examples used are generic, hypothetical, and for illustration purposes only. This material does not contain sufficient information to support an investment decision, and you should not rely on it in evaluating the merits of investing in any securities or products. In addition, users should make an independent assessment of the legal, regulatory, tax, credit, and accounting implications and make their own determinations together with their own professionals in those fields. Any forecasts, figures, opinions, or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions, and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. It should be noted that investment involves risks, the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements, and investors may not get back the full amount invested. Both past performance and yields are not reliable indicators of current and future results.