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?
“Seismic”
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 inflation?
Silver Blaze
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.
Autumn Budget Newsletter 2024
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.
Investment Strategy Quarterly – October 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.
Read all this and more in Investment Strategy Quarterly: The Great American Road Trip.
Low notes and high notes
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.
The turning point?
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?
City of Lights, Market of Opportunities
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.
A bit more of the same, or is it…?
As the upcoming election draws near, the Conservative Party unveiled a comprehensive economic manifesto to solidify its vision for the nation’s future. This manifesto is built on the bedrock of conservative principles: free-market capitalism, limited government intervention, personal responsibility, and fiscal prudence. The manifesto outlines various policies designed to stimulate economic growth, ensure fiscal stability, and promote individual prosperity. Below, we delve into the key components of the Conservative Party’s financial plans.
A Fine Line: Labour’s Economic and Tax Policy if They Win the Election
As the UK approaches its next general election, the Labour Party stands at the cusp of potentially forming the government. Central to their campaign are ambitious economic and tax policies designed to stimulate growth, address inequalities, and fund expansive public services. This article delves into Labour’s plans for the economy, their manifestos tax strategy, and the potential implications for various sectors of the economy. It also examines the risks if the UK misses Labour’s GDP growth targets, and the resulting tax challenges the British public could face.