Investment Strategy

Markets & Investing January 06, 2025 The most celebrated and watched markets on the planet are the U.S. equity markets. Although underlying fundamentals and company financial statements can be difficult to analyze, the general public can easily discern price movements and understand the primary objective—buy low and sell high. For many investors, equities, are an […]

Markets & Investing January 03, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The U.S. economy is poised for its fifth year of expansion The 10-year Treasury yield should remain range-bound in 2025 Fundamentals remain supportive of U.S. equities, but gains should be more muted 2024 was a banner year—with equities soaring […]

Markets & Investing January 02, 2025 The year ahead may present challenges as markets and the economy look to maintain momentum. With markets setting new records and the economy growing at a healthy pace, the question arises: Can 2024’s positive momentum continue into 2025? Raymond James Chief Investment Officer Larry Adam shares 10 key themes […]

Markets & Investing January 02, 2025 December’s market activity highlights the need for caution in the near term. December added a question mark to the end of an otherwise strong year of growth for the equity markets. As inflation numbers continued to stagnate above its 2% year-over-year target, the Federal Reserve (Fed) – despite cutting […]