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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, 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.
Banking 2021 Annual Outlook
We have become increasingly bullish on the banking sector over the last six months as the possible worst-case scenario from the COVID-19 pandemic seems to have been avoided. Our annual in-depth look at the sector includes a detailed analysis of the sector and the stocks we cover within this sector.
Biotech Investment Outlook 2021
As we close out 2020 and enter a new decade, we think that it is important to sift through the abnormalities of the past 12 months and focus on the core themes that will drive investment returns within the biotech sector during 2021. Overall, we think that the current biotech investment cycle will endure, and this report includes our top fundamental ideas from the RJ biotech research team for 2021.
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.
The Wall of Cash Will Ultimately Meet an Opening Economy, but First an Economic Slowing. How Will the Equity and Debt Markets React?
There appears to be an excess $1-1.5 trillion of liquid cash-like instruments in the system right now, which is 5-10% of annual consumer spending in the U.S. How quickly this wall of cash gets spent, if at all (perhaps this is a new normal of buffer cash for consumers), will likely determine the economic story of 2021.
A Study of 20 Years of M&A and Acquirer Performance
Our report highlights findings from 5,000+ acquisitions over the last 20 years to determine the average relative performance of acquirer shares after a large acquisition is announced.
Canadian-Listed Industrial REITs to Benefit From Ecommerce Tailwinds
We believe that the outlook for the global industrial real estate sector seems even brighter, with the potential for further leasing demand driven by accelerating ecommerce adoption as a percentage of total retail sales.
Initiating Coverage of Gaming Net-Lease REITs
The gaming net-lease REITs have posted the best rent collections through the pandemic vs. the broader net-lease sector, proving out the durability of their cash flows even through an unprecedented pandemic (and the closing of all U.S. casinos).
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.
Global Airlines Outlook; Your Passport to 2021
Acknowledging the globalization of the industry, which admittedly took a big step back in 2020, this report takes a comprehensive look at global trends and important considerations for the passenger airline sector heading into 2021. We also include snapshot profiles of our 19 airlines under coverage.
A Deeper Look at the $900B Stimulus Package; Spring Catalyst Confirmed
Congress is heading toward a March 2021 catalyst for any next fiscal relief package with the expiration of various fiscal relief programs under the $900B stimulus package. Our analysis includes a rundown of additional details gathered from the release of the text of the recent relief and government funding bills.
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