Investment Strategy Quarterly – October 2025

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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Investment 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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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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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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Sizzle And Fizzle

In this month’s Market Commentary, our European Strategist, Jeremy Batstone-Carr, looks back on a ‘series of all-time highs’ for many global stock markets, efficient energy solutions needed to support the development of artificial intelligence, and potential impact of upcoming global elections on the financial markets....

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Out With The New, In With The Old!

In this month’s Market Commentary, Jeremy Batstone-Carr, our European Strategist, reflects on the recent resurgence of the ‘old economy’ and examines whether the upswing in the UK stock market can be sustained....

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Spring Budget Newsletter 2024

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....

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