Investment Strategy Quarterly Outlook: January 2025
Thank you for your interest in hearing from our Investment Strategy Committee. At Raymond James, we provide our advisors with regular commentary and thought leadership on the economy and specific sectors to help guide decisions and inform client conversations.
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Letter from the Chief Investment Officer
Larry Adam, Chief Investment Officer
Trump 2.0: What's New and What's Déjà Vu?
Ed Mills, Managing Director, Washington Policy Analyst, Equity Research
Bytes and Barrels: Energy Market Shifts Focus from Geopolitics to the Electric Grid
Pavel Molchanov, Managing Director, Energy Analyst, Equity Research
Uncertainty is Dead, Long Live Uncertainty
Eugenio J. Alemán, PhD, Chief Economist, Raymond James
Giampiero Fuentes, Economist, Raymond James
Fixed Income: The Long and Short of It
Tracey Manzi, CFA, Senior Investment Strategist, Investment Strategy
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