The turning point?August 1, 2024Our European Strategist, Jeremy Batstone-Carr takes the monthly temperature of the global markets and asks – have we reached the turning point for investors holding broadly diversified portfolios? Continue Reading
City of Lights, Market of OpportunitiesJuly 7, 2024Our latest Investment Strategy Quarterly gives you informed insights on the potential aftermath of the US election, the effects of AI on energy markets, changing global demographics and political unrest in Europe. Continue Reading
Sizzle And FizzleJune 3, 2024In 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. Continue Reading
Out With The New, In With The Old!May 1, 2024In 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. Continue Reading
The Next Level UpApril 4, 2024Our latest Investment Strategy Quarterly provides informed insights on what the US economy looks like post-Pandemic, the improving UK economy, the changing prices of crops, and asks ‘Is the average stock still worth owning?’. Read all this and more in Investment Strategy Quarterly: The Next Level Up. Continue Reading
Flying HighMarch 1, 2024In 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. Continue Reading
Green ShootsFebruary 1, 2024In 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. Continue Reading
2024 OutlookJanuary 9, 2024The 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. Continue Reading
Foundations for the futureDecember 1, 2023In 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. Continue Reading
Autumn Statement Analysis 2023November 23, 2023Our 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. Continue Reading