Investment Strategy

Markets & Investing April 10, 2025 Raymond James Chief Investment Officer Larry Adam considers the impact of the recent development in the trade war and provides insight on what it could mean for the markets and investors. After sparking the steepest plunge in financial markets since the global pandemic five years ago, President Donald Trump’s […]

Markets & Investing April 07, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Liberation Day came and went but instead of providing the market with answers, it amplified the uncertainty that is rocking the financial markets. The only clear picture is that a serious and deliberate flight to quality […]

Markets & Investing April 04, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tariff rollout significantly more aggressive than we expected Downside risks to growth raise the odds of a recession Trade policy shifts put the Fed in a challenging position Tariff Turbulence. The President’s long-anticipated tariff announcement on April 2 has come […]

Markets & Investing March 28, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Recent headwinds not likely to derail the US economy Despite the recent correction, US equities remain our ‘top pick’ The bond market deserves the title of ‘Mr. Relevant’ Where does the time go? It’s hard to believe that […]