Investment Strategy
Shifting the lens and broadening perspective
Markets & Investing March 27, 2026 Review the latest Weekly Headings by CIO Larry Adam. Key takeaways S&P 500 earnings estimates have continued to move higher US energy independence should cushion economic growth Despite war, credit spreads have demonstrated notable stability Recent weeks have been a whirlwind of headlines centered on the Middle East conflict […]
Individual bonds benefit from elevated yields and spreads
Markets & Investing March 30, 2026 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Total return is the entire amount of income passed to an investor holding a particular security. It annualizes any price change plus any dividends or interest earned over time. By example, an investor paying $100 for […]
Investing outlook: discipline over emotion
MARKETS & INVESTING March 25, 2026 Raymond James Chief Investment Officer Larry Adam shares key drivers shaping markets and the economic outlook Rapid advances in artificial intelligence, persistent geopolitical tensions – particularly the conflict in Iran – and ongoing trade uncertainty have kept headlines loud and emotions elevated, ultimately demanding investors remain adaptive and disciplined. […]
Initial reaction
March 16, 2026 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Global conflicts and other major geopolitical events can lead to a wide range of consequences across financial markets. Predicting the outcome of these events and the corresponding effects on the markets can be difficult at best. In this commentary, […]