Rotation should be a beautiful word for investors

October historically has always been a big month for investors. In my formative years back in the 1980s during one October, there was a major market crash (and weirdly simultaneously in the U.K. an extreme weather event in southern England), meanwhile those interested in older historical events will recall the events of October 1929 and the infamous capital market events back then. A lot has happened in the month of October that has just passed and whilst it is unlikely the history books will remember the tenth month of 2019 assertively, for investors thinking about prospects over the next year, it may have been critical.

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Investment Strategy Quarterly

Celebrating the 25-year anniversary of the Academy Award-winning movie Forrest Gump, we revisit many of the movie’s themes which remain relevant in today’s world. Forrest Gump’s mother always said that “Life was like a box of chocolates.” This memorable observation could just as easily be applied to the financial markets, as you never know what volatility-inducing headline you’re going to get next.

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Investment Strategy Quarterly – October 2017

October’s Quarterly Investment Strategy, produced by the Raymond James Investment Strategy Committee is now available.

This issue features the following:

  • Investment Strategy Committee Meeting Recap
  • Is the Bank of England on the Cusp of Tightening Policy?
  • Federal Reserve Policy: What’s Next?
  • Setting a Legacy: Mrs Merkel and the Future of Europe
  • Low Volatility: All Quiet on the Market Front?
  • Thinking about Q4: Should we Expect the Usual Seasonal Strength?
  • Q&A: US Company Consolidation

Click here to read the latest issue.