The Next Level Up

Our latest Investment Strategy Quarterly provides informed insights on what the US economy looks like post-pandemic, the improving UK economy, the changing prices of crops, and asks ‘Is the average stock still worth owning?’. Read all this and more in Investment Strategy Quarterly: The Next Level Up.

The UK Budget Unveiled: What It Means for the General Election and Your Pocket

As the UK gears up for what promises to be a pivotal general election, the recent unveiling of the UK budget has sparked significant discussions and debates across the nation. With Chancellor Jeremy Hunt at the helm, the budget announcement has offered insights into the government’s economic vision and its potential ramifications for households across the country. Let’s delve into the key highlights and how they might shape both the upcoming election and your personal finances.Continue reading

Flying High

In this month’s Market Commentary, Raymond James European Strategist, Jeremy Batstone-Carr, looks back on the strong performance of many of the world’s leading markets, the ongoing popularity of investment in artificial intelligence, and whether this current stock market strength can last.

Green Shoots

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

The first Investment Strategy Quarterly of the year discusses 10 themes for 2024, plus a look at bonds, energy security, and market performance in a presidential election year. Read all this and more in Investment Strategy Quarterly: 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.

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Navigating the Waves: UK Global Exports in the Post-Brexit Era (2016-2023)

In the wake of the historic Brexit referendum in 2016, the United Kingdom embarked on a journey that reshaped its economic landscape, including its global trade relationships. As the country adjusted to a new era of autonomy, its global exports became a key indicator of its economic prowess and adaptability. In this blog post, we will explore the trajectory of UK global exports from 2016 to 2023, examining the challenges, triumphs, and shifts in trade dynamics that have characterised this period.

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Foundations for the future

In the last Monthly Market Commentary of the year, Raymond James’ European Strategist, Jeremy Batstone-Carr, looks back over November and discusses a shift in investor sentiment, contrasting economic performances, fiscal policy decisions in the UK and Europe, and more.