“
”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
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.
What’s causing it, and will it endure?
Demographics and healthcare innovations are high on the list.
The unemployment rate is a lagging economic indicator, but it has yet to be wrong.
Timely analysis of market moves and sectors of opportunity
Discussions focused on the latest trends and developments driving the markets.
Sorting out the facts vs. myths of environmental, social, and governance based investing
A snapshot of market happenings, a review of the portfolios and an outlook from Raymond James Investment Management affiliates.
Raymond James Investment Management and its affiliates offer in-depth perspectives about investment-related themes to aid our clients’ understanding.
