Investment Strategy Quarterly Outlook: July 2026

Thank you for your interest in hearing from our Investment Strategy Committee. At Raymond James, we provide our advisors with regular commentary and thought leadership on the economy and specific sectors to help guide decisions and inform client conversations.

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The Main Market Event: Strength, Surprises and, the Road Ahead

Chief Investment Officer, Larry Adam

In the Fed We Trust?

Eugenio J. Alemán, PhD, Chief Economist, Raymond James
Giampiero Fuentes, CFP®, Economist, Raymond James

Q&A: Midterm Elections and Geopolitical Risk Will Drive the Market

Ed Mills, Washington Policy Analyst, Equity Research

Resilience by Construction: How Index Evolution Drives Earnings Strength

Matt Barry, CFA, Senior Investment Strategist, Investment Strategy
Mike Payne, Investment Strategy Analyst, Investment Strategy

Crude Awakening: The Iran Conflict’s Aftereffects Will Linger Long After It’s Over

Pavel Molchanov, Senior Investment Strategist, Investment Strategy
Danica Barley

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