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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 approximately 1,200 companies in ten highly focused industries – consumer, energy, financial services, healthcare, industrial, mining, real estate, sustainability, 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.
We continue to see significant latent value across the natural gas producers of Western Canada, though we believe producers within this cohort are unique given each has outlined decades of well delineated drilling inventory. In our view, producers with significant scale, diversified market access, and solid financial positioning will outperform peers given the western Canadian natural gas market remains fragmented.
Initiating coverage of the medical device outsourcing space
We believe the medical device outsourcing (MDO) landscape should be attractive to investors, albeit with some factors to consider beyond traditional medical technology vendors. The industry tracks the same growth vectors as the end markets of their final med tech customers, translating to durable mid-single-digit, or often higher, organic growth. MDO players capitalize on this without the same level of R&D spend or concentrated risk of any new product cycle or company.
What’s in store for 2025?
Our annual outlook for the Canadian infrastructure & construction stocks and select property services providers we cover includes companies that vary in business models, capitalization, geographic and sector concentration, cyclicality, and risk profiles. Overall, we believe our infrastructure and construction group is set for a constructive 2025. Supporting this outlook are the big efforts our management teams have expended to eliminate end-market concentration, reinforce balance sheets, and tailor service offerings that answer critical infrastructure needs.
Launching our sustainable leaders stock list; political climate shines light on realistic environmental and social commitments
Sustainability-focused investors have seen some broad swings in their reality over the last decade, and 2025 is not shaping up to be any calmer. We have seen sustainability strategies turn to duck & cover from federal attention publicly. Investors are focusing on a narrower investable world of companies with sustainability actions already in place and growing in scale.
A crucible year for AI agents and hardtech
The year ahead marks a key period for GenAI commercialization as capex concerns could be assuaged as assistant-oriented use cases quickly develop into more agentic flows across consumer/enterprise software and hardtech applications. Hardtech broadly defined could develop into a more mainstream technology as robotaxis scale and humanoid activity ramps.
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