About this podcast
Cut through the noise and focus on the forces reshaping investing with Raymond James Investment Management’s Markets in Focus podcast series. Join us for inclusive conversations that track the developments refining investment thinking and disrupting the ever-changing global market landscape. For additional insights, visit http://marketsinfocuspodcast.com.
About Raymond James Investment Management
Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. Together with our boutique investment managers – Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management and Scout Investments – we offer a range of investment strategies and asset classes, each with a focus on risk-adjusted returns and alpha generation. We believe providing a lineup of seasoned, committed portfolio managers – spanning a wide range of disciplines and investing vehicles – is the best way to help investors seek their long-term financial goals.
Episodes
The newest 20 of 50 episodes
- Where should you place your income bet? · 34 minWhat’s the main driver of inflation in this economy? It’s not monetary policy, says James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset…
- Preparing to navigate in the fog · 21 minEquities have set new record highs each week, but will a government shutdown – and the absence of key economic data – change their trajectory? Chief Market Strategist Matt Orton…
- Navigating the small-cap landscape · 46 minChief Market Strategist Matt Orton, CFA, asks Steven DeSanctis, managing director and head of small- and mid-cap equity strategy at Jefferies, about the second-order effects of…
- Where could investors see the effects of lower rates? · 20 minChief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, discuss what’s dominating investor psyches: How September cuts from the Fed…
- Green shoots in small caps? · 49 minChief Market Strategist Matt Orton, CFA, sits down with Jim Furey, CFA, founder of small-cap specialist Furey Research Partners, to pinpoint exactly what’s shaping today’s…
- Exploring the growth of emerging markets · 48 minWhat’s driving the interest in emerging markets and international investing? Kevin Carter, Founder & Chief Investment Officer of EMQQ Global, joins Chief Market Strategist Matt…
- Alternatives to the recession narrative · 18 minAs Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, look at the first earnings announcements issued after “Liberation Day,”…
- Truth, Policy, and the American Way · 45 minMatt Orton, CFA sits down with Ed Mills, managing director and Washington policy analyst at Raymond James, to break down the policy catalysts most likely to move markets.
- Investing 2025: It’s not a zero-sum game · 22 minChief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, delve into how to calibrate the case for global equities. They also explore…
- Buckle up and make diversification great again · 23 minAre rising risk asset prices the result of long-term allocation changes or short-term trades? Matt Orton, CFA, and Joey Del Guercio, CFA, talk about debt downgrades, risk asset…
- Is the dollar too big to fail? · 47 minQuestions about the U.S. dollar’s future as the world’s reserve currency aren’t new. And, yes, some central banks have slowly begun moving to dollar alternatives over the past…
- Resetting market expectations · 24 minAlthough it’s too early to say that corporate earnings have fallen off a cliff, Matt Orton, CFA, argues that estimates need to be revised downwards — even if they may not need to…
- Where should investors look while markets wait for tariff clarity? · 24 minInvestor focus has shifted from fiscal policy to tariff effects, and the ensuing roller coaster of multi-standard-deviation market moves has left everyone wondering what comes…
- The recession that wasn’t: The COVID economy and the Fed’s response · 45 minThe U.S. Federal Reserve had difficulty meeting its interest rate targets in the two decades leading up to COVID — will a more proactive approach deliver better results? Matt…
- Megatrends poised to propel emerging markets · 36 minA steady flow of concerning news from China has caused an extended downturn for emerging market stocks. Still, in his interview with Matt Orton, CFA, Chief Market Strategist at…
- Setting the stage for small caps · 29 minA turbulent 2022 for all categories of stocks and a long-term cycle of outperformance from large caps have caused many investors to lose confidence in small caps. Yet the…
- Secular Growth in Tech: Where's the Smart Money? · 31 minNow that the era of “growth at any price” has ended, newly converted value enthusiasts are questioning margins and the true return on their investments. Tariq Siddiqi, CFA…
- Bonds are back · 27 minBonds are once again asserting their role as a store of value, portfolio diversifier, and income generator. James Camp, CFA, Managing Director of Fixed Income and Strategic…
- Factor investing: A compass for volatile markets · 25 minInflation was the dominant story for the market in 2022, but not the only story. Beneath the surface, factors such as growth vs. value often shifted rapidly, temporarily altering…
- Investing in the face of a recession · 25 minWith recession looming in 2023, it’s worth considering how much the Fed can even do at this point, and whether monetary and fiscal policies have a chance of cushioning the shock…
