Featured Research
Make informed decisions with in-depth insights
Raymond James Equity Research employs more than 60 research analysts dedicated to providing insights and context that help investors connect the dots in key industries and across national borders, and make informed investment decisions. They cover over 1,100 companies in nine highly focused industries – consumer, energy, financial services, healthcare, industrial, mining and natural resources, real estate, technology and communications, and transportation – and collaborate to produce detailed supply chain surveys, reports and industry updates.
Addressing the Existential Question Facing the Renewable Power Sector
Our industry comment examines how renewable power development has accelerated over the past five to 10 years as the industry has grown exponentially.
Commercial Real Estate Provider 101
We believe the CRE services industry has undergone a meaningful and positive evolution over the last decade, shifting from transactional business models to delivering a more holistic, outsourced functionality and solutions from business’ real estate needs.
2Q19 Earnings Review: The Great Deceleration Continues
Overall, 2019 EPS expectations continued to come down modestly through earnings season, with smaller caps seeing more severe revisions than larger caps. Large cap outperformance of small caps is reaching historic levels, and is noticeably a function of global investor caution.
Biotech: A Study of the Returns Distribution of the Dominant Growth Industry in the Russell 2000
Pharmaceuticals and biotech currently represent 9.4% of the Russell 2000. Our study details how the Russell 2000 is making a big bet on biotech and examines the returns of biotech companies, both early stage and more established companies..
Takeaways from Colorado: Conservative Messaging; No $1,500 Euphoria
Our takeaways from the recent Precious Metals Summit and Denver Gold Forum include that companies will remain focused on developing internal growth pipelines and will likely increase exploration budgets in the coming year. Our report details key themes, including a more prevalent focus on ESG metrics, and links these themes to the companies we cover.
Stars Aligning: Time to Buy the Trees Again
With encouraging U.S. homebuilding statistics and commentary, coupled with material curtailment-related shipment declines, we have conviction that building materials commodity pricing will trend higher in coming quarters. What’s more, this favorable supply/demand dynamic is coinciding with seasonally advantageous timing. Thus, we have updated our outlook for the Forest Products sector accordingly.
Housing: Mid-Year 2019 Update
With this mid-year industry brief, we are refreshing our 2019 and 2020 macro housing forecasts and concurrently updating our companion U.S. Housing Outlook slide deck with data points for 1H19.
Doubling Down on Population-Driven Real Estate
Our industry comment on Canadian REITs details our view that the Canadian macro backdrop is markedly stronger than global peers. We now favor investment in multi-family real estate companies and have updated our company-specific views accordingly.
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