Global Insights

Raymond James maintains a bullish outlook on US equities and selected Asian markets while expressing caution toward the Euro Zone, UK, and Latin America due to structural and economic headwinds.

Key Takeaways

• 1.Raymond James favors US equities over international developed equities, with specific preference for Info Tech, Health Care, Industrials, and Consumer Discretionary sectors.
• 2.The firm maintains an underweight stance on the Euro Zone due to structurally constrained economic growth and an unfavorable sector composition (low technology weighting).
• 3.Emerging Markets (specifically EM Asia) and Japan are favored over UK and Latin American markets.

Table of Contents

• Our Views
• Regional Updates
• In the Spotlight
• Key Market Levels and Performance
• Disclosures

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