April 2018 Investment Strategy Quarterly

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that will impact investors in the coming months.

Investment Strategy

Shellshocked by Volatility: 1Q in Review

March 29, 2018

Market-affecting factors for the coming months include interest rates, earnings growth, inflation, monetary policy, and global economic growth.

Investment Strategy

Frenetic February & Manic March

March 29, 2018

Andrew Adams, CFA, CMT, Senior Research Associate, reflects on 2017 and the return to normality that February’s market pull-back represents.

Market Updates

Loud Noises and the Return of Volatility

March 29, 2018

Nicholas Lacy, CFA, Chief Portfolio Strategist, reflects on how markets adjusted to increased uncertainty in the first quarter.

Economy

Regulatory Reform Q&A

March 29, 2018

Ed Mills, Washington Policy Analyst, discusses the current political environment, dominated by policy and personnel turnover in Washington, and potential headwinds for the markets.

Market Updates

U.S. Earnings Are Pillars of Support

March 29, 2018

Joey Madere, Senior Portfolio Strategist, Equity Portfolio & Technical Strategy, expects continued growth for earnings throughout 2018.

Fixed Income

The Bond Market Tug of War

March 29, 2018

Doug Drabik, Senior Strategist, and Nick Goetze, Managing Director, share how interest rates are influenced by a set of competing forces.