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    March 18, 2025
    James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, told Bloomberg Surveillance that "there's more inertia to inflation in a post-COVID economy than the Fed is giving credit for." In his view, we could be in a higher-inflation economy for the next decade.
     
    March 12, 2025
    Several forces have driven interest rates into “no man’s land,” but Todd Thompson, CFA, Reams Asset Management Deputy Chief Investment Officer and Managing Director, discussed how uncertainty around tariffs and other policies could amplify the challenges facing corporate credit.

    Read his full remarks in MarketWatch (subscription required).
     
    Jan. 12, 2025
    Given the "looming questions" about fiscal policy and potential tariffs, "if the inflationary picture that we have absent those risks is also moving in the wrong direction, I think that might challenge market expectations" about the effort to bring down inflation and the path of interest rates, Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, told Reuters.

    Read the full Reuters article here.
     
    Jan. 6, 2025
    Raymond James Investment Management President Bob Kendall discussed his outlook for 2025 with Pensions & Investments. He thinks “absolutely” active investing will outperform 2025. “As we see the fundamental economic picture in the U.S. and around the world looking more optimistic, there is increasing breadth across earnings which is now translating into an increased breadth of price appreciation across different sectors, industries, and market capitalizations,” he said. “This increase in breadth is supportive of the current bull market broadly, but there has also been increasing dispersion in stock performance. Correlations across the market are near multiyear lows, and dispersion has picked up as investors become more discerning and focus on fundamentals across the market.” Kendall also discussed his expectations for M&A as well as the firm’s plans to “unveil a new ETF platform and enter private markets through an interval fund structure, as well as continue building additional capabilities.”

    Read more at Pensions & Investments (subscription required).
     
    Dec. 19, 2024
    “You’re going to see a lot more international equity active ETFs,” said Mo Sparks, CETF®, Head of Exchange Traded Funds at Raymond James Investment Management, told The Daily Upside. “That’s part of the market where, as an active manager, you can more consistently deliver alpha.”

    Read The Daily Upside’s full report here.
     
    Nov. 22, 2024
    Market analysts may need to rethink their understanding of money market funds.

    James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, told Reuters that much of the $7 trillion in money market funds can be viewed as permanent capital stock used for liquidity management. "This large cash holding is more a feature of the economy now, not a bug," he said.

    Read the full Reuters article here.
     
    Nov. 18, 2024
    The future of U.S. policy is uncertain, but investors can focus on themes and policies that have bipartisan support. On CNBC Street Signs Asia, Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, discussed what that might look like.

    Watch Matt Orton’s interview with CNBC.
     
    Nov. 6, 2024
    Reuters reached out to two of our investment professionals on election night. President-elect Donald Trump's victory ignited bets on economic policy shifts that could boost deficits and inflation. "The risk in the market with Trump is an undisciplined fiscal situation," said James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management. “At some point in 2025, the deficit will grab the narrative of the market.”

    Also, U.S. Treasury yields surged once it became clear that Trump had considerably improved on his 2020 election performance against Joe Biden. "I start to worry when yields cross the 4.50% mark,” said Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management. “If we don't reverse that upward trend, I would be more reticent to add too much more risk until we hear from the Fed or get a little bit more guidance with respect to where terminal rates might lie."

    Click here to read the Reuters article.
     
    Nov. 6, 2024
    Rising rates and a steeper yield curve can be positives for mortgage-backed securities. In an interview with Bloomberg, Neil Aggarwal, head of securitized products at Reams Asset Management, discussed why he believes mortgage bonds could benefit from current tailwinds.

    Click here to read the full Bloomberg article (subscription required).
     
    Nov. 5, 2024
    With the presidential election looming, the VIX Index, Wall Street’s so-called fear gauge, rose the week before the election and dropped closer to Election Day. Positive equity market returns on Election Day likely contributed to the decrease in implied near-term volatility, Raymond James Investment Management Chief Market Strategist Matt Orton, CFA, told the Financial Times. “I would expect to see that come in fairly significantly, and I’m very optimistic of where this market can go once the noise starts to settle,” Orton said.

    Click here to read the Financial Times article. (Registration and/or subscription required)
     
    Nov. 5, 2024
    How will President-elect Donald Trump’s win impact issues important to institutional investors? On Election Day, Raymond James Investment Management Chief Market Strategist Matt Orton told Pensions & Investments that “a Trump victory is likely to be perceived as pro-growth, but more inflationary due to his campaigning on more significant tax breaks and fiscal spending.”

    Click here to read the Pensions & Investments article. (Subscription required)
     
    Nov. 2, 2024
    Wall Street makes trading on elections sound easy, but Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, told MarketWatch that this approach is especially questionable this year. “This has been a fairly light policy election and more one of personality and just really big-picture, high-level ideas,” Orton said.

    Read the full article here to learn about the approach that Orton favors instead.
     
    Oct. 22, 2024
    Many investors now expect the Fed to cut future interest rates less than previously predicted, but will this result in higher bond yields? James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, told Marketplace Radio “That 2% long-term inflation target in this type of economic reality may not be attainable.”

    Click here to listen.
     
    Oct. 23, 2024
    Capital-call loans represent yet another new bond market product. Should investors be concerned? Neil Aggarwal, head of securitized products at Reams Asset Management, told the Wall Street Journal that “We’ve never seen these types of capital-call loans securitized in public markets, so there’s not a lot of data on how they’ll perform.”

    Click here to read the article (subscription required).
     
    Aug. 1, 2024
    Why is the U.S. Federal Reserve waiting to cut rates? It's important to get the timing right. Todd Thompson, Deputy Chief Investment Officer and Managing Director at Reams Asset Management told S&P Global Markets Intelligence that "when they start, they're not stopping."
     
    July 31, 2024
    Bob Kendall, president of Raymond James Investment Management, shares the benefits of a multi-boutique model, insights on the firm’s culture, and his point of view on how M&A fits into the firm’s growth goals.

    Watch the interview here (subscription required).
     
    June 21, 2024
    Are major tech companies overbought? In his interview with BBC Business Today, Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, said that while short-term price movements are concerning, the strength of mega-cap companies has been driven by their fundamentals.

    "This AI trend is very real,” he said. “It's a durable secular growth theme. As investors, we should be finding ways to lean into that going forward." (No link available.)
     
    May 26, 2024
    Bond volatility appears to be ebbing, and the market looks like it’s settling into ranges. James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, told Bloomberg News that he believes it is a good environment to considering adding duration to bond portfolios.

    Click here to read the article.
     
    May 22, 2024
    Investors are keeping a careful eye on inflation, the consumer, and the U.S. Federal Reserve. Matt Orton, CFA, Chief Market Strategist for Raymond James Investment Management, told Bloomberg The Open that he previously had expected three interest rate cuts this year but now anticipates that the first cut will come in December.

    “We never should have expected inflation to come down in a linear fashion, and there’s going to be bumps along the road,” he said. Overall, Orton believes the Fed has an easing bias: “It’s a when, not if situation.”

    Click here to watch the interview. (Orton’s interview begins at the 4:06 mark in the broadcast.)
     
    May 15, 2024
    Do rising credit card delinquencies mean trouble for the U.S. economy? Matt Orton, CFA, Chief Market Strategist for Raymond James Investment Management, told Nikkei Asia that he expects overall U.S. consumer activity to remain strong while lower-income households are challenged by slowing wage growth.
     
    May 14, 2024
    Inflation may have more inertia than the U.S. Federal Reserve would like. In his interview with Bloomberg News, James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, said he believes the economy has changed since the pandemic, and the central bank has yet to address that change. Down-market consumers are already experiencing economic strain, and Camp expects a material slowdown for the U.S. economy overall in the third or fourth quarter of this year.

    Click here to watch the interview. (Camp’s comments begin at the 2:35 mark in the broadcast and continue at 6:26 and 11:35.)
     

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