In our first Investment Strategy Quarterly of 2026, we examine the continued demand for electricity, optimism for the bond market, the importance of selectivity in equities, plus the potential risks and opportunities for the year ahead....
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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. ...
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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...
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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....
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In an era of evolving UK tax legislation and complexity, Family Investment Companies (FICs) have emerged as a powerful, popular tool for high-net-worth families seeking control, flexibility, and tax efficiency of their estates....
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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....
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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....
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Estate planning is one of the most important - and often overlooked - aspects of wealth management. It’s not just about what you leave behind but how you choose to leave it....
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Building significant wealth over the course of a career is no small feat - it reflects years of diligence, strategic decision-making and discipline. As you move towards retirement, however, the focus shifts from building your assets to managing them in a way that continues to serve your lifestyle, your legacy and your long-term goals....
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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....
Continue readingThe value of investments, and the income derived from them, can fall as well as rise. You may get back less than invested. Past performance is not a reliable guide to future returns.