Silver Blaze
November 6, 2024
Our European Strategist, Jeremy Batstone-Carr considers the impacts of the UK Budget and the US election.
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How does the Autumn Budget 2024 impact you?
November 1, 2024
A deepdive on how the budget impacts your life
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The Great American Road Trip
October 8, 2024
Our latest Investment Strategy Quarterly gives you informed insights on what we might expect from the recent change in UK government, options to consider in the run-up to the US election, the cost of tariffs and the reliability of the inverted yield curve.
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Low notes and high notes
September 3, 2024
Our European Strategist, Jeremy Batstone-Carr reflects on the Bank of England's interest rate cuts, Japan's recent policy changes and market uncertainty surrounding the US election.
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The Turning Point
August 28, 2024
Our European Strategist, Jeremy Batstone-Carr takes the monthly temperature of the global markets and asks - have we reached the turning point for investors holding broadly diversified portfolios?
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City of Lights, Market of Opportunities
July 5, 2024
US Election 2024: Prepare for a Sweep? AI and Electricity Demand, and more...
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Sizzle and Fizzle
June 5, 2024
In this month's Market Commentary, our European Strategist, Jeremy Batstone-Carr, looks back on a 'series of all-time highs' for many global stock markets, efficient energy solutions needed to support the development of artificial intelligence, and potential impact of upcoming global elections on the financial markets.
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Out with the New, In with the Old
May 6, 2024
April, wrote TS Eliot in his epic poem The Wasteland, is the cruellest month and many investors holding portfolios of financial market assets in diverse geographical locations would likely agree.
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The Next Level Up
April 5, 2024
Investors, it's time to power up! With technology changing the way we live, we are taking a trip down memory lane to look back at a piece of technology that has entertained generations: classic video games.
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Spring Budget Newsletter 2024
March 13, 2024
Our Spring Budget Newsletter breaks down the Chancellor's Spring Budget, helping us plan for the new tax year - which is almost upon us.
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Flying High
March 4, 2024
Is this the best start to any year for stock markets around the world? It certainly feels like it. Equity benchmarks from Australia, Japan, India, Europe to the United States have exploded to new all-time high levels over February.
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Corporate Responsibility Report 2023
March 4, 2024
Through fiscal year 2023, we maintained focus on our commitment to our people, environmental, social and governance best practices as we sought to build a more sustainable future for clients, associates, wealth managers and our community.
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Green Shoots
February 3, 2024
In the first Monthly Market Commentary of the year, Raymond James European Strategist, Jeremy Batstone-Carr, looks back on the largely positive start to the year for many of the world's leading markets, the struggles of the Chinese economy, and areas for investors to consider for the coming months.
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2024 Outlook
January 13, 2024
The first Investment Strategy Quarterly of the year discusses 10 themes for 2024, plus a look at bonds, energy security and market performance in a presidential election year. Read all this and more in Investment Strategy Quarterly: 2024 Outlook.
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Foundations for the future
December 1, 2023
A sharp drop in inflationary pressures across developed international economies has encouraged financial markets to call central bankers' strongly held 'higher for longer' position into question.
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Autumn Statement Analysis
November 24, 2023
Our Autumn Statement Analysis breaks down the Chancellor's Autumn Statement.
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Clouds of war shroud financial markets
November 1, 2023
The month of October has a notorious reputation for those invested in financial market assets. The crash of 1987 and before it the Wall Street crash of 1929 spring readily to mind, but this year's version has been dominated, sadly by conflict in the Middle East and more particularly by the war taking place in the Gaza strip between Israel and Hamas in retribution for the latter's attack on the 7th of the month.
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Sailing on strange seas
October 6, 2023
The latest Investment Quarterly is available to read, outlining our views for the economy and financial markets and charting their course for the remainder of this year and 2024.
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The centre holds
September 8, 2023
August usually delivers its fair share of news even as the attention of the many is diverted by the summer's seasonal delights and even in an unseasonably damp United Kingdom. Financial markets have wrestled with an increasingly lopsided-looking global economy, pricing adjustments reflecting, on the one hand, the 'second coming' of the United States where, despite aggressive interest rate hikes, activity is proving more than resilient.
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Great Expectations
August 4, 2023
July has proved a strong month for investors in the financial markets, particularly across the stock markets of Western developed economies. Returns were generated against a backdrop of economic resilience, especially in the United States where, despite the Federal Reserve having raised interest rates in excess of 5.00%-points in little over a year, growth has persisted and even exceeded expectations.
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