Investment Strategy

Markets & Investing Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Volatility across financial markets has become a persistent theme in 2025. The recent volatility has stemmed from a range of factors, including: Headlines out of Washington – as the new administration looks to move their agenda forward, a seemingly endless […]

Markets & Investing March 07, 2025 Raymond James CIO Larry Adam reinforces that while volatility is never comfortable, it’s an inherent part of the market’s fabric. To view the full article in PDF format, see the Thoughts on the Market publication linked below. At the start of the year, our Investment Strategy Committee outlook was […]

Markets & Investing March 07, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Falling gas prices could provide a boost to consumer spending Interest-rate sensitive sectors will benefit from falling interest rates Tariffs are not likely to be as severe or long lasting as expected While we will lose an hour of sleep […]

Markets & Investing March 03, 2025 As daily headlines drive volatility, the market has avoided overreacting thus far. A torrent of headlines churned U.S. equity markets in February, which – bolstered by the underlying strength of the U.S. economy – closed down, but still near record highs. A quick rundown of the ongoing tensions: The […]