“
”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
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.
There’s a cost to letting a bull market pass you by.
Key themes to consider.
There’s more working in this market beyond just the mega-caps at the top.
How opportunistic call-writing strives for better outcomes.
The prognosis for a $5 trillion industry.
Diversification opportunities ahead.
Why flexible income strategies provide a bedrock for income-oriented investors
So stay flexible.
Under the surface: Hidden-gem opportunities
Q&A with Matt Orton, CFA
Already, economic skirmishes are underway.
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.
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
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.
