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Cut through the noise and focus on the forces reshaping investing with Raymond James Investment Management’s Markets in Focus podcast series. Join us for inclusive conversations that track the developments refining investment thinking and disrupting the ever-changing global market landscape. For additional insights, visit http://marketsinfocuspodcast.com. About Raymond James Investment Management Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. Together with our boutique investment managers – Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management and Scout Investments – we offer a range of investment strategies and asset classes, each with a focus on risk-adjusted returns and alpha generation. We believe providing a lineup of seasoned, committed portfolio managers – spanning a wide range of disciplines and investing vehicles – is the best way to help investors seek their long-term financial goals.

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Where should you place your income bet?

2025/11/18

What’s the main driver of inflation in this economy? It’s not monetary policy, says James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management. James joins Matt Orton, CFA, to unpack the long-term structural trends shaping income investing, today’s striking lack of volatility in bond markets, why he believes fixed income has a long-term edge over cash, and what’s behind the current favorable prices and generous yield ratios in municipal bonds.

Preparing to navigate in the fog

2025/10/08

Equities have set new record highs each week, but will a government shutdown – and the absence of key economic data – change their trajectory? Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, discuss why corporate earnings may take on more importance and where investors can find ballasts for their portfolios.

Navigating the small-cap landscape

2025/09/26

Chief Market Strategist Matt Orton, CFA, asks Steven DeSanctis, managing director and head of small- and mid-cap equity strategy at Jefferies, about the second-order effects of lower interest rates on small-cap companies and how major indices tracking these companies have changed. They also discuss what increased retail investor activity means for the small-cap universe and consider the importance of torque – when only a few companies have great balance sheets, it’s important to identify those that will improve over time.

Where could investors see the effects of lower rates?

2025/09/09

Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, discuss what’s dominating investor psyches: How September cuts from the Fed could affect the investment landscape. Meanwhile, although major hyperscalers with cash on their balance sheets may remain unaffected by interest rate changes, the big winners in artificial intelligence (AI) are facing ever-climbing expectations.

Green shoots in small caps?

2025/08/19

Chief Market Strategist Matt Orton, CFA, sits down with Jim Furey, CFA, founder of small-cap specialist Furey Research Partners, to pinpoint exactly what’s shaping today’s small-cap dynamics. Furey reveals the subtle yet powerful ways interest rates influence smaller companies, explores where the ongoing low-quality rally could head next, and highlights sectors he believes look attractive—and which he’s actively avoiding—as market conditions evolve.

Exploring the growth of emerging markets

2025/08/06

What’s driving the interest in emerging markets and international investing? Kevin Carter, Founder & Chief Investment Officer of EMQQ Global, joins Chief Market Strategist Matt Orton, CFA, to explore how the falling dollar and other factors have been drivers of the emerging markets rally and the interesting opportunity this presents for investors to diversify.

Alternatives to the recession narrative

2025/07/29

As Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, look at the first earnings announcements issued after “Liberation Day,” they consider how risk sentiment is holding up and what happened to the divergence between hard and soft economic data from earlier in the year.

Truth, Policy, and the American Way

2025/07/14

Matt Orton, CFA sits down with Ed Mills, managing director and Washington policy analyst at Raymond James, to break down the policy catalysts most likely to move markets.

Investing 2025: It’s not a zero-sum game

2025/06/25

Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, delve into how to calibrate the case for global equities. They also explore what the conflict between Israel and Iran could mean for oil— and everything else —alongside Matt’s takeaways from his recent trip to India, submersible drones and the evolution of military spending, what Treasuries can do that gold can’t, and more.

Buckle up and make diversification great again

2025/06/03

Are rising risk asset prices the result of long-term allocation changes or short-term trades? Matt Orton, CFA, and Joey Del Guercio, CFA, talk about debt downgrades, risk asset prices, and whether bond market disruptions are caused by structural flows or genuine increases in the costs of capital. They also discuss the expansionary effects of the One Big Beautiful Bill Act and possibly the most important — but also most overlooked — catalyst for growth in U.S. markets.

Is the dollar too big to fail?

2025/05/21

Questions about the U.S. dollar’s future as the world’s reserve currency aren’t new. And, yes, some central banks have slowly begun moving to dollar alternatives over the past several decades. Now the questions are back. Announced U.S. tariffs have turbocharged volatility, cast a shadow over economic growth, seen the dollar sell off, and spurred discussion about whether U.S. stocks can continue to surge ahead of their global counterparts. In this episode, Cougar Global Investment Portfolio Manager Jason Richey, CFA, and Antonina Tarassiouk, Fixed Income Analyst with Reams Asset Management, explore whether the dollar and the very idea of U.S. exceptionalism are secure – or are on the brink.

Resetting market expectations

2025/05/01

Although it’s too early to say that corporate earnings have fallen off a cliff, Matt Orton, CFA, argues that estimates need to be revised downwards — even if they may not need to fall that much. He and Joey Del Guercio consider alternatives to calling a bottom for equities, ask whether the United States is ceding its importance in investor portfolios, and discuss the future path of interest rates, which may be one of the widest disagreements in the market. They also look at shifts in supply chains encouraged by U.S. tariffs, asking whether they will be temporary or part of a longer-term trend.

Where should investors look while markets wait for tariff clarity?

2025/04/16

Investor focus has shifted from fiscal policy to tariff effects, and the ensuing roller coaster of multi-standard-deviation market moves has left everyone wondering what comes next. Matt Orton, CFA, and Joey del Guercio discuss what’s happening with inflation expectations, whether the “Fed put” is still in effect, and which narratives can be seen in hard and soft economic data.

The recession that wasn’t: The COVID economy and the Fed’s response

2025/04/16

The U.S. Federal Reserve had difficulty meeting its interest rate targets in the two decades leading up to COVID — will a more proactive approach deliver better results? Matt Orton, CFA, is joined by Neil Aggarwal, Portfolio Manager and Head of Securitized Products at Reams Asset Management, and Eugenio Aleman, Chief Economist at Raymond James to discuss why 2022’s interest rate hikes were different, what the two main sources of household wealth are, and how changes in different asset values can influence consumer behavior.

Megatrends poised to propel emerging markets

2023/10/31

A steady flow of concerning news from China has caused an extended downturn for emerging market stocks. Still, in his interview with Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, renowned EM investor Kevin T. Carter noted that he believes the long-term growth trends for these markets remain intact. A rising middle-class is eager to purchase the consumer goods that have long been available to residents of developed markets. The growing use of smartphones is also making access to consumer goods much easier. Carter believes India, in particular, could be the next major EM growth story.

Podcast reviews

Read Markets in Focus podcast reviews

5 out of 5

26 reviews

★★★★★

TSiddiqi 2021/06/25

Excellent Podcast

Short, digestible and very relevant from people actually in the market.

★★★★★

muhriiaq 2021/03/01

Love!!

Great podcast!

★★★★★

listener182 2021/03/01

Wow

This podcast changed my life, more exciting than avengers

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