January 8, 2025

Investment Strategy Quarterly – 2025 Outlook

This first Investment Strategy Quarterly of 2025 from Raymond James brings insight and opinion including 10 themes to watch out for in the US this year, what to expect from Trump 2.0, potential effects on the energy market as focus moves from geopolitics to the electric grid, what they know (and don’t know) about uncertainty, plus where (and how) there may be economic growth this year.

Featured in this issue:

Letter from the Chief Investment Officer – Come On Down! The Ten Themes for 2025
Trump 2.0: What’s New and What’s Déjà Vu?
Bytes and Barrels: Energy Market Shifts Focus from Geopolitics to the Electric Grid
Uncertainty is Dead, Long Live Uncertainty
Uneven Growth in an Uncertain World

For the latest thoughts and insights from Raymond James, please click below:

Investment Strategy Quarterly – 2025 Outlook