“
”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
The only certainty is more uncertainty in the near term.
Context is critical during this market meltdown.
A great rotation is underway.
Artificial intelligence, data center electricity demand, and grid modernization.
They’re more frequent than you might think. And they tend to foreshadow more gains.
Short-term panic. Long-term lessons.
And Matt Orton, CFA, sees no reason to change a sanguine outlook for the market.
Not soon – but there are potential risks to the U.S. economy and markets.
Which asset class will win going forward?
Positioning in a higher-volatility bull market
Making sense of Fed messaging and market reaction.
Investment implications of the U.S. election and November Fed meeting
With a focus on ‘bipartisan’ secular growth themes.
The link between the outlook for manufacturing and U.S. GDP is not set in stone.
How opportunistic call-writing strives for better outcomes.
The prognosis for a $5 trillion industry.
Why flexible income strategies provide a bedrock for income-oriented investors
So stay flexible.
Already, economic skirmishes are underway.
Why it’s different in this new environment.
Timely analysis of market moves and sectors of opportunity
Discussions focused on the latest trends and developments driving the markets.
Raymond James Investment Management and its affiliates offer in-depth perspectives about investment-related themes to aid our clients’ understanding.
