Our first Investment Strategy Quarterly of 2025 brings insight and opinion including 10 themes to watch out for in the US this year, what we think we might expect from Trump 2.0, potential effects on the energy market as focus moves from geopolitics to the electric grid, what we know (and don’t know) about uncertainty, […]
Investment Strategy Quarterly – January 2025 Read More »
The exit of President Bashir Assad from Syria has resulted in a bloodless revolution so far. However, could the uprising have an impact on oil markets?
Will Syria trouble markets? Read More »
Artificial Intelligence (AI) has evolved from a niche technology in robotics to a transformative force across diverse industries. Initially, AI found its primary applications in robotics, enhancing automation and enabling intelligent decision-making in manufacturing, logistics, and industrial operations. Today, AI has become a cornerstone of innovation, permeating sectors such as healthcare, finance, retail, and transportation.
The Transition and Challenges to A.I. Read More »
Our European Strategist, Jeremy Batstone-Carr considers the potentially seismic effect of the US election result on global markets, and China in particular, including some possible effects of the much-touted trade tariffs that have been promised for the coming year. And as the effects of the UK Budget become clearer, what is the potential for domestic
With the long-awaited UK Budget and the US election now upon us, Raymond James’ European Strategist, Jeremy Batstone-Carr, considers the potential effects of tax rises and increased public investment (as well as an increase in borrowing), along with some thoughts on the direction of the markets post-election.
Our Autumn Budget Newsletter breaks down the Chancellor’s recent announcement, outlining what it means for you and helping you to plan for the upcoming calendar year.
Autumn Budget Newsletter 2024 Read More »
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. Read all this and more in Investment Strategy Quarterly: The Great American
Investment Strategy Quarterly – October 2024 Read More »
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.
Low notes and high notes Read More »
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?
The turning point? Read More »
Our latest Investment Strategy Quarterly gives you informed insights on the potential aftermath of the US election, the effects of AI on energy markets, changing global demographics and political unrest in Europe.
City of Lights, Market of Opportunities Read More »
