Discover the forward-thinking, global approach RJ Investment Management and our boutique investment managers employ in delivering value to our clients.
RJ Professionals:
We look forward to seeing our Raymond James colleagues at the Raymond James Investment Management 2025 Economic Forum in Irvine, CA. Topics include:
· Strategies designed for success in the equity markets
· Income strategies and an update on capital markets
AI data centers consume unprecedented amounts of electricity. This creates challenges for the U.S. power grid – and opportunities for investors. Read the paper: https://t.co/RgEZXcv8Sc
And watch our webinar replay: https://t.co/5x4BDpJXST
Some investors get skittish when markets hit new all-time highs.
They shouldn’t, say Chief Market Strategist Matt Orton, CFA, and Research Associate for Market Strategy Joey Del Guercio: https://t.co/5F5rBRU8Xa
RJ Professionals:
We look forward to seeing our Raymond James colleagues at the Raymond James Investment Management 2025 Economic Forum in Charlotte, NC. Topics include:
· Credit opportunity
· Income strategies and an update on capital markets
· SMID Cap opportunities
Despite the noise and uncertainty, Chief Market Strategist Matt Orton, CFA, finds that equity markets have generally held up. He shares his thoughts in Markets in Focus: https://t.co/GD8diLT7Zq
With markets climbing a wall of worry over tariffs, sticky inflation, and earnings, “you’re seeing diversification work,” says Chief Market Strategist Matt Orton, CFA: https://t.co/GD8diLT7Zq
RJ Professionals: Join portfolio managers from Eagle Asset Management and ClariVest Asset Management for an update on their team's capital markets outlook, current positioning across their MDA portfolios, and the importance of active management.
Register https://t.co/ENikuWui8F
Recent investor drama over AI and tariffs highlights the case for diversification in a higher-volatility bull market, says Chief Market Strategist Matt Orton, CFA: https://t.co/GD8diLT7Zq
When will U.S. exceptionalism end?
Not soon – but 3 things could pose risks to the U.S. economy and markets in the meantime.
Insights and analysis from Portfolio Manager Irina Dorogan, CIM®: https://t.co/nisP7ArBJI
It’s been a strange month, but a main reason for that may now be in the past, says Chief Market Strategist Matt Orton, CFA. So what is Matt watching now? Read Markets in Focus: https://t.co/GD8diLT7Zq
RJ Professionals:
We look forward to seeing you at the Raymond James Investment Management 2025 Economic Forum in Salt Lake City, UT. Topics:
· Strategies designed for success in the equity markets
· Income strategies and an update on capital markets
· SMID Cap opportunities
Join Bishop Jordan, CFA, Portfolio Manager and Senior Research Analyst at Eagle Asset Management, for insights into latest market trends, factors influencing decision-making in fluctuating interest rates, and explore strategies to help you focus on your practice.
A client recently asked Matt Orton, CFA, if he has an acronym that sums up his investment outlook for 2025.
He does.
V.A.S.T. – Volatility. Artificial intelligence. Small caps. Trillion-dollar club: https://t.co/GD8diLT7Zq