Investment Strategy Quarterly – Moving to the next stage

This latest Investment Strategy Quarterly discusses the current challenges and opportunities facing investors, shedding light on timely themes such as inflation, shifting global economies, and government bond performance.

Featured in this issue:

• Letter from the Chief Investment Officer
• Long-term inflation: Will the Fed get to 2%?
• India: Is geography destiny?
• The end of globalisation? Risks and opportunities of a new economic era
• Why have UK government bonds performed so poorly?
• Stock market divergence then and now

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

May 1, 2026 in

General News Insights Research

Inflationary Now, Deflationary Later [Part 2]

Inflationary Now, Deflationary Later A BCM Investment Briefing The defining feature of this decade is not a single inflation level. It is...

April 23, 2026 in

General News Insights Research

Inflationary Now, Deflationary Later [Part 1]

Part One: The Age of Scarcity This piece has been in our planning since early in the year. We had intended to publish it as a forward-looking...

March 10, 2026 in

General News Insights Research

The Last Mile of Disinflation: Why the Path Still Matters

Inflation has cooled meaningfully from the peaks of the last two years. That is good news, and it is clearly visible in the headline numbers across...

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Investment Strategy Quarterly – Moving to the next stage

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Inflationary Now, Deflationary Later [Part 2]

Inflationary Now, Deflationary Later [Part 1]

The Last Mile of Disinflation: Why the Path Still Matters