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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 and natural resources, 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.
How Can Historical Valuations Tell Us What to Make of Massive Midstream Volatility?
In this report, we attempt to provide differentiated thought around midstream valuation trends within the groupings of capitalization, credit rating, and leverage. When paired with an outlook on the macro dynamics at play, we think we can offer a reasonable view into the risk/reward of midstream stocks over the next several months.
The European Green Deal’s Next Step
The EU is working on the largest decarbonization initiative in world history, and funding as part of the EU’s largest ever budget package has been announced. This development has meaningful relevance for clean tech companies with a European presence.
WealthTech 101
The growth of regional and independent broker-dealer channels has, in turn, created an ever-larger market opportunity for wealth management technology providers. Today the WealthTech landscape is large and dynamic, with dozens of firms vying for advisor wallet share.
Rating Agencies 101
We believe the credit rating industry’s strong growth track record and oligopoly economics make for interesting investment opportunities, and we intend for this report to serve as a thorough review of the industry.
Insights Into How This Crisis Alters Business Trends Across Every Sector of the Economy
In this report, we highlight a number of changes in macro trends related to the COVID crisis and shutdowns that we believe will be long-lasting. We have compiled insights from our research analysts to examine the reversal of prior long-term trends, the acceleration of e-commerce, the need for meaningful investment in certain sectors, and ongoing ESG themes.
Consideration and Potential Impacts of ESG Investing on Mortgage REITs
If Mortgage REITs continue to have more attractive ESG scores than other financials subsectors, we believe this could result in increased investor interest in the sector. Additionally, given accelerating ESG-focused asset growth and the high mix of retail ownership in the sector, we believe ESG investing could have an outsized impact on mortgage REITs.
Fight for Social Justice Triggers Thoughts on ESG in Networking
Every public company has a responsibility to its community, and the recent discussions regarding racism and the pandemic have led companies to act, some more than others. This report examines the ESG scores for the companies we cover in the Data Infrastructure sector. We have highlighted those that have taken constructive action and made significant responses to social justice, the pandemic, and enduring efforts supporting ESG.
Looking Through Our Coverage for Mispriced Situations
With the kind of market volatility we are seeing on a daily basis, this report highlights where some of the potentially mispriced situations are in our Canadian Technology coverage list. We posit that from their peak valuation earlier this year, most stocks should now factor in the impact from an expected recession, a higher risk profile and maybe even some permanent changes in customer behavior.
2020 Election Update: Democrats Surging but Long Road Ahead
We are updating our forecasts on the November outlook for the White House, Senate, and House. While the market has shifted to considering a greater likelihood of a full Democratic sweep of the White House, Senate, and House, it may not have fully priced in the possible resulting policy shifts in 2021.
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