In the last Monthly Market Commentary of 2025, our European Strategist, Jeremy Batstone-Carr, looks back over a year of hard-earned returns as he reviews the various challenges investors have had to navigate.

Our Autumn Budget Newsletter breaks down the Chancellor’s Autumn Statement, outlining its impact on individuals. Read an in-depth analysis on the following areas, plus more: Personal allowances for individuals and savers Considerations for estate planners Points for business owners Salary sacrifice changes Pensions

This edition of Monthly Market Commentary examines whether the rapid rise of Artificial Intelligence is fuelling a financial bubble. It explores the hype, the risks and the reality, with lessons drawn from the dot-com boom and the Global Financial Crisis to help investors assess today’s AI-led market dynamics.

Our latest Investment Strategy Quarterly explores the resilience of US equities amid stretched valuations, the strategic importance of data integrity for economic decision-making, and Japan’s differentiated market performance. It also assesses the UK’s fiscal outlook ahead of the Autumn Budget, with growing economic and policy challenges shaping the landscape.

August is typically a quiet month for the financial markets, however, this year it has been filled with market-moving news. Our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical events of the last few weeks.

With US tariff negotiations still featuring heavily in the news, Raymond James European Strategist, Jeremy Batstone-Carr, considers recent developments and their potential effects on the global economy.

The article explores what Section 899 could have meant for global markets and why its absence may prove just as significant as its original inclusion. This article originally appeared in Investment Strategy Quarterly – July 2025.

Our latest Investment Strategy Quarterly considers the complexities of today’s markets while drawing insights from the past. This edition includes the historic and current impact of tariffs, asks if the US still holds its safe-haven appeal for investors, and examines energy costs and AI. Closer to home, we take a look at Labour’s first year

Despite stock markets making strong headway in May, uncertainty proved to be persistent. Our European Strategist, Jeremy Batstone-Carr considers the potential effects on the global economy.

With the effects of the tariffs announced by Donald Trump in the White House Rose Garden still to play out, Raymond James European Strategist, Jeremy Batstone-Carr, considers some of the potential effects on the global economy.