October 2017 Investment Strategy Quarterly

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that will impact investors in the coming months.

Fixed Income

Bond Market Bubble? Not Where You Think It Is

October 10, 2017

Explore the effect of low inflation and low interest rates on credit markets and specific fixed income sectors.

Economy

What's Next for Federal Reserve Policy

October 10, 2017

Scott J. Brown, Ph.D., Chief Economist, Equity Research, provides perspective on the pace of balance sheet unwinding amid the moving parts of monetary policy.

Investment Strategy

Policy, Politics and Performance: 3Q in Review

October 10, 2017

The Raymond James Investment Strategy Committee discusses current market trends, economic conditions, and international influences for investors to consider.

Economy

What's Driving the Overseas Rally?

October 10, 2017

Nicholas Lacy, CFA, Chief Portfolio Strategist discusses the influence of the declining dollar on markets as a whole and the future currency outlook.

Economy

The Effects of the Low Inflation Era

October 10, 2017

A low trend in inflation suggests the Federal Reserve may be less aggressive in raising short-term interest rates in the months ahead, says Scott J. Brown, Ph.D., Chief Economist.

Investment Strategy

Low Volatility: All Quiet on the Market Front?

October 10, 2017

The equity markets are the quietest they’ve been in nearly half a century, prompting industry pundits and investors alike to question what this means for the road ahead.

Investment Strategy

A Consolidation of Power

October 10, 2017

Andrew Adams, CFA, CMT, Senior Research Associate discusses public company consolidation and its impact on investors.