Raymond James Client Webinars

LAWRENCE V. ADAM III, CFA, CIMA®, CFP®
Chief Investment Officer

Next Upcoming Webinar: Monday, May 12 at 4 p.m. ET | 3 p.m. CT | 2 p.m. MT | 1 p.m. PT

Taking the Pulse of Trade, Taxes, Earnings and the Economy

April was a rollercoaster ride for the markets, with policy-induced volatility stirring things up. As we move forward, the big question is: What's next? Trade deals and tariff uncertainties are at the forefront. Will we finally see resolutions with our global counterparts? How are tariffs impacting economic activity and potentially Fed cuts? And could the extension and potential additional tax cuts offset the tariff costs? Despite the turbulence, 1Q25 earnings remained healthy and show strong corporate fundamentals. But what are companies saying about their future earnings outlook? Are they optimistic, cautious, or somewhere in between?

For a discussion of these questions and more, and whether the recent stretch of volatility will continue, please join Raymond James Chief Investment Officer Larry Adam and expert guest speakers for their best insights on Monday, May 12 at 4:00 pm ET.

Quarterly Coordinates: Markets on the Clock

It's draft season! Just like teams are always 'on the clock' during the draft, we're constantly seeking insights and new ways to guide our investment strategies. Like achieving your financial goals, draft success isn't just about a few days – it's a meticulous process. It all starts with evaluating the athletes at the combine, much like our economists do when assessing the economy's strength, considering the rules set by the new administration. We've revealed our number one draft pick (spoiler alert: the U.S. equity market) based on both short-term and long-term dynamics. CIO Larry Adam provides updates and defends our decision to not make any ‘trades’ to our preferred equity sectors and regional preferences.

 

Larry Adams

LAWRENCE V. ADAM III, CFA, CIMA®, CFP®
Chief Investment Officer
Global Wealth Solutions
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  • Raymond James Chief Investment Officer
  • Served as CIO of the Americas and Global Chief Investment Strategist for Deutsche Bank Private Wealth Management.
  • Featured regularly on CNBC and Bloomberg and frequently quoted in well-known publications such as The Wall Street Journal, Barron’s and the International Herald Tribune.