Our Spring Budget Newsletter breaks down the Chancellor’s recent announcement, outlining what it means for you and helping you to plan for the new tax year – which is almost upon us.
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.
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.
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.
Autumn Statement Analysis 2023
Our Autumn Statement Analysis breaks down the Chancellor’s recent announcement, outlining what it means for you and helping you to plan for the upcoming calendar year.
Clouds of war shroud financial markets
In this month’s Market Commentary, Raymond James European Strategist, Jeremy Batstone-Carr, discusses the reactions of the financial markets to the conflict in the Middle East. Plus, a look at inflation and interest rates.
Sailing on strange seas
Our latest Investment Strategy Quarterly looks at various geopolitical and macroeconomic themes, including consumer debt and employment, pension planning, and next year’s US election. Read all this and more in Investment Strategy Quarterly: Sailing on strange seas.