Investment Strategy Quarterly 2019 Outlook

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.

Economy

2019 Economy: Recession Possible but Not Likely

January 2, 2019

While fiscal stimulus should provide near-term support, labor market conditions, Fed policy and trade uncertainty add complexities.

Economy

2019 International: Will the Rest of the World Awaken?

January 2, 2019

Last year was anything but traditional for international investors. Can a new year bring new hope?

Fixed Income

2019 Fixed Income: Push-and-Pull Dynamic Continues

January 2, 2019

Interest rates are likely to remain in a compact range, facing minimal upward potential and significant downward potential.

Economy

2019 Washington Policy: From Tailwinds to Headwinds

January 2, 2019

With the election behind us, Washington turns its focus to legislative dynamics and what areas might see meaningful progress in a divided Congress.

Market Updates

2019 U.S. Equity: Investors Focused on Trade Policy

January 2, 2019

Equity markets also continue to monitor the Fed’s tightening cycle and the moderation of economic growth abroad.

Market Updates

2019 Energy: Fundamentally Bullish Oil Market

January 2, 2019

Last year was volatile for the global oil markets, but short-term gyrations should not obscure the bullish bigger picture.