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In this Investment Strategy Quarterly, we look at the continuing impact of the Iran conflict, the outlook for the UK, economic growth in the US, and the resilience of the S&P 500. Plus, how political and geopolitical landscapes remain the key drivers of policy uncertainty....

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines the continued Persian Gulf conflict and its impact on energy supplies, price pressures, and how pessimism in the bond markets contrasts with optimism in the stock market....

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines the contrasts between US and Asian stock markets, considers the impact of agentic AI and highlights resilience in the UK market. This piece also touches on the recent events in the Middle East....

It is often said that January sets the scene for the rest of the year when it comes to the markets – will the same hold true for 2026? Our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical events from the last few weeks, before looking ahead to the coming months.  ...

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....

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....

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....

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....

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?...