July 2020 Investment Strategy Quarterly

In this issue of Investment Strategy Quarterly, we provide a mid-year outlook for the economy and the equity markets, as well as taking a look at the role China plays in the 2020 election. This issue features the perspectives of a number of our firm's top thought-leaders, including Chief Investment Officer Larry Adam, Managing Director of Equity Portfolio & Technical Strategy Mike Gibbs, Chief Economist Dr. Scott Brown, Washington Policy Analyst Ed Mills, Pavel Molchanov, Director, Energy Analyst, and James Camp, Managing Director, Eagle Asset Management*.

Inside, you'll find:

  • A letter from Chief Investment Officer Larry Adam – Our Flag Was Still There
  •  A look at the U.S. economy – A Strong Initial Rebound and Then…?
  • How to think about the fixed income markets – Fed Supports Bond Markets; Market Prices Bonds
  • A look at the oil markets – Oil Prices Set for Recovery into 2021 and Beyond
  • A discussion of China as a major theme in the 2020 presidential election – Fragile Truce on the Brink
  • A look at the U.S. equity market – Equities Look Through Uncertainties
  • And our regular features – Economic Snapshot and Sector Snapshot

Read the full July 2020 Investment Strategy Quarterly

Read the full July 2020
Investment Strategy Quarterly

*An affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.