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.

Where should investors look while markets wait for tariff clarity?

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.