Featured Research
Make informed decisions with in-depth insights
The Equity Research team is working quickly and diligently to publish timely, value-added reports addressing the coronavirus pandemic and its possible effects on public policy, the overall equity markets and our company coverage universe. For more information, please contact your financial advisor.
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, real estate, technology and communications, and transportation – and collaborate to produce detailed supply chain surveys, reports and industry updates.
Please see below for brief overviews of some of our recent in-depth equity research reports. The full reports are available to clients via their financial advisor, institutional salesperson or other Raymond James representative. Institutional clients can access our equity research by logging in below. If you would like to learn more about becoming a client of Raymond James, please contact us. For all relevant equity research disclosure, visit the Disclosures and Definitions page.
Boating: Expecting Continued Momentum in 2021
A key point that keeps us positive on this group is evidence that the increase in retail demand, which began to materialize in the spring and accelerated throughout the summer, has continued well beyond the typical selling season and supports our view that this was not merely a COVID-related phenomenon.
2021 Outlook for Healthcare Services, Supplies, Med Tech and Specialty Pharma
Our report details the year that was and, more importantly, the year that will be in 2021, as well as provides our top picks coming into the year.
Everything You Need to Know About Covid-19 Vaccines in the U.S.
Our report outlines the latest statistics on vaccine availability, distribution, and administration at this snapshot in time. We share our views on the different vaccine candidates on the horizon and projections for vaccine availability.
Biopharma Event Analysis: What to Expect When You’re Expecting
The Biopharmaceutical sector is characterized by potentially rapid growth, coupled with high volatility and above-average event risk, given the often binary nature of outcomes in the progression of product-development events supporting future cash-flow expectations. Our report examines in detail the share price impact of clinical, regulatory and commercial announcements to gauge which of the progress points in the development pathway “matter,” resulting in the most volatility or largest absolute or relative impact in terms of their influence on stock prices.
A year ago, we suggested concerns that lodging stock prices, which had rallied during the last four months of 2019, together with soft fundamentals meant heightened risk if/when the broader market’s risk-on train got derailed. Today, lodging stocks have enjoyed a rapid, late-2020 move higher despite what are many near-term challenges. We are in between cycles … plenty of pain, lots of hope. 2021 Housing Outlook; the Single-Family Super Cycle is Here
The combination of social, technological and demographic shifts in the wake of COVID-19, in our view, has unlocked a potential “single-family super cycle” with a multiyear runway for dramatic increases in new home production. 2021 Net Lease REITs Outlook; Bullish Heading Into 2021
Given improving collections, expectations for above-average AFFO growth, and expected multiple expansion, we view the sector as one of the most attractive opportunities across the REIT space. 2021 Real Estate Outlook; Hoping 2021 Vision Is Sharper Than 2020
Evolving/broadening market leadership and sentiment shift could provide multiyear tailwinds for REITs similar to 2001. Overall, REIT rotation is yet to begin with returns meaningfully lagging the S&P 500.
2021 Outlook and Annual Overview of the Telecom, Cable and Data Center Industry
This report is intended to be a broad-based primer for the telecom, cable and data center industries, which we believe make up an even more critical infrastructure in a post-COVID-19 world, as the industries converge and data demand accelerates again.
Initiating Coverage of Interactive Entertainment
The interactive entertainment sector is a dynamic and evolving space, with ongoing structural shifts in entertainment time share and distribution accelerated by the COVID-19 pandemic.
Online Learning Ascending
While the long-term impact is still uncertain, we believe that similar to ecommerce, COVID-19 will drive a step function in the adoption of online learning.
Log in to Equity Research
Institutional clients can find find recommended lists, market commentaries, equity research, and company information when you log in to your account. If you are already a client but do not have a log-in, or if you do have a log-in but would like to gain access to the equity research of an additional region, please contact your institutional salesperson.
Interested in becoming a client of Raymond James? Please contact rjsales@raymondjames.com and a member of the institutional sales department will be in touch to assist you.