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.
2024 Outlook
Unwrapping the Santa Rally: A Merry Phenomenon in the Stock Markets
As the holiday season approaches, investors around the world anticipate the arrival of a peculiar yet festive occurrence in the stock markets – the Santa Rally. This jolly phenomenon has become a topic of interest and speculation among some of our clients, as historical trends suggest that December often brings good tidings for the markets. In this blog post, we’ll unwrap the concept of the Santa Rally, explore its origins, and analyse whether it’s merely a myth or a real gift for investors.
Navigating the Waves: UK Global Exports in the Post-Brexit Era (2016-2023)
Foundations for the future
Autumn Statement Analysis 2023
Clouds of war shroud financial markets
Sailing on strange seas
The centre holds
Great Expectations
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.