The article explores what Section 899 could have meant for global markets and why its absence may prove just as significant as its original inclusion. This article originally appeared in Investment Strategy Quarterly – July 2025....
Continue readingInvestment Strategy Quarterly – July 2025
Our latest Investment Strategy Quarterly considers the complexities of today’s markets while drawing insights from the past. This edition includes the historic and current impact of tariffs, asks if the US still holds its safe-haven appeal for investors, and examines energy costs and AI. Closer to home, we take a look at Labour’s first...
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Navigating Market Volatility – Strategies for Effective Investment Growth
Market volatility is a natural part of the investment landscape. With shifting interest rates, geopolitical tensions and unpredictable global developments, periods of turbulence are to be expected. The key to navigating these conditions lies not in avoiding change but in responding to it with a clear, long-term strategy....
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Understanding Risk – Making Informed Investment Decisions
In an increasingly complex financial landscape, even the most seasoned investors recognise the importance of actively managing risk....
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The merry, merry month of May
Despite stock markets making strong headway in May, uncertainty proved to be persistent. Our European Strategist, Jeremy Batstone-Carr considers the potential effects on the global economy....
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Exploring Innovation and Leadership in Montreal
In April, our Branch Principal, Wayne, was proud to attend the Raymond James Global Top 50 Advisors event in Montreal, Canada - a recognition given to just 50 advisors from a network of over 8,800! The event, hosted by Raymond James Financial, brought together industry leaders for a multi-day programme focused on leadership, innovation...
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Cashflow Modelling: Looking Beyond the Numbers
Planning for you and your family’s financial future is a deeply personal journey - one that should be tailored to your unique circumstances, timelines and significant life events. Cashflow modelling plays a key role in shaping a strategy that both supports your immediate needs and your long-term goals....
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Why Spring Is the Ideal Time for a Fresh Perspective
Every year spring arrives with an inherently energising feel. The season brings longer days, brighter skies and a renewed sense of possibility. It’s a natural invitation to pause, reflect and reassess - not just in our personal lives, but in the way we approach our wealth, goals and future direction....
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Roses and thorns
With the effects of the tariffs announced by Donald Trump in the White House Rose Garden still to play out, Raymond James European Strategist, Jeremy Batstone-Carr, considers some of the potential effects on the global economy....
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Life After Business: Managing Wealth After Exit
Exiting a business is a significant milestone. One that often comes after years, if not decades, of hard work, dedication and personal investment. While the sale of a business can be both financially rewarding and emotionally complex, it also marks the beginning of a new chapter: managing the wealth you’ve worked so hard to create....
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