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 nine highly focused industries – consumer, energy, financial services, healthcare, industrial, mining, real estate, 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.
Beauty, personal care & household products: 2022 outlook
The consumer is relatively healthy heading into 2022, though with fewer benefits than 2021 given easy comps and stimulus payments. Our report lays out key factors for investors to consider in 2022 and our framework for assessing which companies may be well-positioned for the current environment.
With energy security as priority no. 1, there is good news about lithium; supply is stable and increasingly diverse
Lithium is in the spotlight, like never before, as one of the strategic minerals that are enabling electric mobility to displace oil demand and thereby strengthening energy security in volatile geopolitical conditions. This report covers updates on the global lithium market, which represents one aspect of the boom in batteries.
Implications of ending the public health emergency and other declarations
During the COVID-19 pandemic, the Department of Health and Human Services (HHS) has taken unprecedented actions tied to the public health emergency declaration (PHE) and other emergency orders. Now, as the American public desires to move past the pandemic and with HHS signaling an end to the PHE in the coming months, we take a comprehensive look at what actions are tied to the PHE, 1135 waivers, and Emergency Use Authorization Declaration (EUAD).
Parcel delivery vehicles: A comprehensive view of a not-so-niche industry on the move
The parcel delivery vehicle addressable market is slated to accelerate meaningfully between e-commerce growth, substantially rising replacement demand, and electrification. Above all, after slicing the current approximately 500K (295K excluding the USPS fleet) parcel delivery vehicle market in the U.S. and Canada (our estimates), we walked away with a much greater appreciation for the three- to five-year growth outlook in the space.
A deep dive into U.S. spending trends and inventory shortage: How long will this last?
In this report, we use data from the Bureau of Economic Analysis to look at goods and services spending during the pandemic and how this varies from the trend line that existed from 2002 to 2019. We demonstrate how this has impacted inventories across the economy, compare this inventory shortage to the post-global financial crisis, and attempt to quantify how long investors should expect it to take for inventories to return to normal levels.
REITs 2022 outlook: The more things change, the more they stay the same
Our deep-dive report highlights our stock and sector weighting recommendations, hot topics and catalysts in the sector, and our predictions for 2022.
2022 Housing outlook: The housing supercycle rolls on
Housing fundamentals have never been stronger. Housing vacancy rates and inventory availability (both new and resale) starts 2022 at fresh record lows. Household formation remains at multi-decade highs, thanks to booming economic growth, surging household income, and millions of untethered employees embracing a new work-from-home lifestyle.
Great rival conflict era ushers in a 21st century arms race
Russia's atrocious attack on the Ukraine has evoked tremendous courage by the Ukrainian people and a more unified West than what has been seen since the end of the Cold War. It has led to perhaps the most uncertain geopolitical era since WWII. Long-term, it was and is our belief that a new era is unfolding that creates a fertile habitat for defense spending that is durable and will last a decade or longer. Likewise, waves of geopolitical change are rarely short-lived when considering previous historical eras.
2022 outlook and annual overview of the telecom, cable, data center, and CDN industries
This report is intended to be a broad-based primer for the telecom, cable, data center, and content delivery network (CDN) industries, which we believe make up an even more critical infrastructure in a post-COVID-19 world, as the industries converge and data demand accelerates again. We have attempted to balance the report as a basic introduction into the technologies and networks involved for those new to the sector, while incorporating broader developments and trends that we see happening today and over the course of the year.
Crypto primer: A payments perspective
In this report, we provide investors with our initial thoughts on the cryptocurrency landscape and discuss key topics surrounding the potential for cryptocurrency to become a viable payment option. Despite significant adoption on the ownership and trading front, cryptocurrency remains a very nascent part of the payment ecosystem.
Midterms 2022: National trends, current outlook and market impacts
Americans are experiencing issue fatigue with multiple crises weighing on us. Spiking gas, household staples, and services prices, the Russia-Ukraine war, what feels like the never-ending COVID-19 pandemic, disruptions in education and childcare adding to stress, and just overall news fatigue is resulting in dissatisfaction with the direction of the country reaching the highest level in 40 years. An unsettled nation and unpopular president give the GOP strong tailwinds, although the time between now and Election Day is an eternity in politics.
Log in to Equity Research
Institutional clients can find find recommended lists, market commentaries, equity research, and company information when you log in to your account. If you are already a client but do not have a log-in, or if you do have a log-in but would like to gain access to the equity research of an additional region, please contact your institutional salesperson.
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.