Green Shoots February 1, 2024 In 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 Outlook January 9, 2024 The 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 future December 1, 2023 In 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 2023 November 23, 2023 Our 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
Clouds of war shroud financial markets November 1, 2023 In this month’s Market Commentary, Raymond James European Strategist, Jeremy Batstone-Carr, discusses the reactions of the financial markets to the conflict in the Middle East. Plus, a look at inflation and interest rates. Continue Reading
Sailing on strange seas October 8, 2023 Our latest Investment Strategy Quarterly looks at various geopolitical and macroeconomic themes, including consumer debt and employment, pension planning, and next year’s US election. Read all this and more in Investment Strategy Quarterly: Sailing on strange seas. Continue Reading
The centre holds September 1, 2023 In this month’s Market Commentary, Raymond James’ European Strategist, Jeremy Batstone-Carr, discusses the global financial markets, takes a look at the UK and US economies, plus he examines recent challenges in China. Continue Reading
Great Expectations August 2, 2023 July has proved a strong month for investors in the financial markets, particularly across the stock markets of Western developed economies. Returns were generated against a backdrop of economic resilience, especially in the United States where, despite the Federal Reserve having raised interest rates in excess of 5.00%-points in little over a year, growth has persisted and even exceeded expectations. Continue Reading
Moving to the Next Stage July 7, 2023 This year marks the 110th edition of the Tour de France, the most prestigious bicycle race in the world. And like the markets, the Tour is always challenging—and evolving. The three-week, grueling 2,200+ mile route changes every year and, surprisingly, starts in different countries—this year in Spain versus the UK, the Netherlands, Germany, Belgium, and Denmark over the previous five years! The point is, just like the Tour, economic and market cycles have different starting points, and no two routes are alike. Continue Reading
Mind the gap! June 2, 2023 In this month’s Market Commentary, European Strategist, Jeremy Batstone-Carr, discusses inflation and affordability in the UK, debt ceiling negotiations and compromise in the US, plus how enthusiasm for artificial intelligence has shifted into overdrive, and more. Continue Reading
