January 8, 2021
Review the latest Weekly Headings by CIO Larry Adam.
We notched a 9.0 in 2019, an 8.5 in 2020, and now we’re hoping to score a perfect 10 as we present our Ten Themes for 2021 this Monday, January 11 at 4:15 PM. Our Ten Themes presentation is a collection of what we deem to be the most critical economic and financial market insights for investors in the upcoming year, and we’ve selected the Olympic Games as the perfect backdrop for our explanation of these topics. The quintessential athletic events are a fitting metaphor for the current times, as the games were cancelled in the midst of the pandemic last summer and are now rescheduled to begin on a date (July 23) that we hope coincides with the sustainable reopening of many parts of the world. As we utilize the Summer Games as the framework for our Ten Themes, each theme will be tied to an Olympic sport. As a preview of what is to come, we’ll use the sport of weightlifting to articulate our view for the equity market this year.
Video recorded November 13, 2020. All expressions of opinion reflect the judgment of Raymond James & Associates, Inc., and are subject to change. Information has been obtained from sources considered reliable, but we do not guarantee that the material presented is accurate or that it provides a complete description of the securities, markets or developments mentioned. There is no assurance any of the trends mentioned will continue or that any of the forecasts mentioned will occur. Economic and market conditions are subject to change. Investing involves risk including the possible loss of capital. International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible political and economic instability. These risks are greater in emerging markets. Companies engaged in business related to a specific sector are subject to fierce competition and their products and services may be subject to rapid obsolescence. Past performance may not be indicative of future results.
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