November 6, 2023
Megatrends poised to propel emerging markets
After an extended period of underperformance, could these megatrends propel a rebound for emerging markets?
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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.
After an extended period of underperformance, could these megatrends propel a rebound for emerging markets?
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Discover how small caps could be gearing up for a significant rebound, as key trends, like onshoring, rising M&A activity, and AI growth create a favorable backdrop for their performance.
Listen NowThe tech sector has seen some corrections as rising rates have driven investors to reprioritize profitability and reasonable valuations. Meanwhile, some powerful secular growth themes have persisted.
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The era of 'free money' is over. The Fed's interest rate hikes are reshaping the corporate landscape, unveiling opportunities and risks unseen by fixed income investors in years.
Listen NowExplore 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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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.