The second Investment Strategy Quarterly of 2025 takes the lid off some of the big themes in global investments at the moment, including the Trump effect across tariffs, deregulation, deportations and more, as well as options for UK market resilience in the face of challenging times. We also take a look at potential strategies for […]

Our Spring Statement article highlights the key points from the Chancellor’s recent announcement, outlining what it means for you ahead of the upcoming tax year

With the current US administration seemingly taking a sledgehammer to established norms, our European Strategist, Jeremy Batstone-Carr considers the potential effects of tariffs, changing international relations, domestic increases in defence spending and more, on investments.

Jeremy Batstone-Carr, Raymond James European Strategist, takes a deep dive into some of last month’s destabilising activities including the potential ramifications of the new US administration’s campaign promises and the recent upset in the technology sector generated by China’s norm-busting AI model, DeepSeek.

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,

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?

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.

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.