Investment Strategy
This Should Be a Bright – If Bumpy – Year for Stocks
January 11, 2021 While 2021 will likely be a positive year for equities, the longer-term outlook is clouded by the potential for higher taxes, higher interest rates and lower valuations. Hear more from Mike Gibbs, managing director, and Joey Madere, CFA, senior portfolio analyst, both of the Equity Portfolio & Technical Strategy group. To read […]
10 Themes That Will Affect Your 2021 Investing- Investment Quarterly Strategy 2021
January 11, 2021 What can investors expect this year? Positive (but unsteady) economic growth, a powerful boost in earnings and continued success for information technology stocks, says Raymond James Chief Investment Officer Larry Adam. To read the full article, see the Investment Strategy Quarterly publication linked below. The first-ever postponement of the Summer Olympics exemplifies the depths […]
Weekly Investment Strategy
January 8, 2021 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Expectations for a ‘powerful’ earnings rebound in 2021 First year of the bull market is historically an ‘easy lift’ Pre-recession GDP levels may ‘weigh on’ equity returns We notched a 9.0 in 2019, an 8.5 in 2020, and now we’re hoping […]
Surprisingly, 2020 Was a Strong Year for Financial Markets
January 4, 2021 Though Dec. 31 didn’t mark the end of pandemic-related challenges, the S&P 500, Dow and NASDAQ all ended the year in firmly positive territory. December’s developments may make it easier for investors to approach 2021 with a feeling of new possibilities. Vaccines are being distributed, the major market indices show between modest […]