Make informed decisions with in-depth insights
Raymond James Equity Research employs more than 60 research analysts dedicated to providing insights and context that help investors connect the dots in key industries and across national borders, and make informed investment decisions. They cover approximately 1,200 companies in ten highly focused industries – consumer, energy, financial services, healthcare, industrial, mining, real estate, sustainability, technology and communications, and transportation – and collaborate to produce detailed supply chain surveys, reports and industry updates.
Please see below for brief overviews of some of our recent in-depth equity research reports. The full reports are available to clients via their financial advisor, institutional salesperson or other Raymond James representative. Institutional clients can access our equity research by logging in below. If you would like to learn more about becoming a client of Raymond James, please contact us. For all relevant equity research disclosure, visit the Disclosures and Definitions page.
Commercial real estate providers 101
The commercial real estate (CRE) services industry has continued to evolve in meaningful ways. In particular, the uneven economic backdrop experienced over the last few years, including a sharp downturn in 2020 and structural headwinds facing office properties, highlights that CRE service providers still have substantial economic sensitivity within the brokerage business despite their diversification efforts. However, these pullbacks also provide opportunity to highlight the increased resilience of CRE service provider business models since the global financial crisis.
Rating agencies 101
The major credit rating agencies came into existence during the early 1900s and the services they provide have since been comprehensively woven into the fabric of the global financial system. We believe the credit rating industry’s strong growth-track record and oligopoly economics make for interesting investment opportunities, and we intend for this report to serve as a thorough review of the industry.
Life sciences tools & services
We are expanding our coverage to include players more substantially in the life science tools and services space. We believe larger diversified players with distinct portfolio characteristics can succeed even in more challenged near-term end market environments. During these more challenging times, we expect quality and cap size to be important as well.
Heavy materials industry primer; those rocks have durability
Our extensive overview of the broader industry, particularly aggregates, asphalt, cement and gypsum, aims to help investors understand the heavy materials supply chain and markets, including the drivers of demand and pricing.
ESG monthly: Politics and earnings in the headlines for ESG
Our ESG monthlies examine the ESG- and sustainability-related themes of our equity research, including public policy issues, national regulatory frameworks, and all company-specific ESG-related insights. In addition, the reports detail the top ESG stock picks from our analysts and equity strategy team.
An update on the status of the U.S. consumer
Our report is a compilation of economic data related to the U.S. consumer, aggregated to provide a midyear update on the health of the consumer. Nominal consumer spending is decelerating, but relatively slowly. The consumer is still spending more than typical relative to income.
An AI deep dive across tech, the economy and equities
Our technology and equity strategy research teams provide a brief overview of “artificial intelligence,” (AI) how it is impacting various areas of technology, telecom and the broader equity markets today, and how one can reasonably expect it to impact the near future. This analysis serves as a teach-in on the underlying technology, its impact on semiconductors and infrastructure, and insight into many of the software applications that are already developed using AI. We also address potential future likely advances across the technology value chain and its potential impact on the broader economy.
XDR: The golden age is before us, not behind us
Our report introduces extended detection and response (or XDR), a bottom-up and top-down framework for sizing this market, key competitors and outline the opportunity for our “winners circle” concept in which the growth/profitability/reinvestment cycle is repeated to create significant enterprise value over time.
1Q23 tech check: Pandemic party hangover continues
Our 1Q23 conversations with technology channel partners down ticked again as the cautious environment we began flagging during 3Q22 has become pervasive. Specifically, backlogs have diminished in the device ecosystem, revealing reported revenue figures that now match true demand while new projects outside of the device ecosystem remain on hold and most partners were stretching for low-single-digit reported revenue growth in the quarter.
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Interested in becoming a client of Raymond James? Please contact email@example.com and a member of the institutional sales department will be in touch to assist you.