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