The 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, the edition looks at Labour’s first year in office.
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'Climb the mountain not to plant a flag, but to embrace the challenge' - David McCullough Jr (American historian)
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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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The latest edition of Investment Strategy Quarterly is available to download.
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Chancellor Rachel Reeves’ second round of fiscal announcements since last year’s general election took place yesterday. How might it affect you?
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With the current US administration seemingly taking a sledgehammer to established norms, Raymond James European Strategist, Jeremy Batstone-Carr considers the potential effects of tariffs, changing international relations, domestic increases in defence spending and more, on investments.
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Raymond James European Strategist, Jeremy Batstone-Carr considers the potentially seismic effect of the US election result on global markets, and China in particular, including some possible effects of the much-touted trade tariffs that have been promised for the coming year. And as the effects of the UK budget become clearer, what is the potential for domestic inflation.
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Raymond James European Strategist, Jeremy Batstone-Carr considers the impacts of the UK Budget and the US election.
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A deepdive on how the budget impacts your life
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The latest Raymond James Investment Strategy Quarterly gives you informed insights on what we might expect from the recent change in UK government, options to consider in the run-up to the US election, the cost of tariffs and the reliability of the inverted yield curve.
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Raymond James European Strategist, Jeremy Batstone-Carr reflects on the Bank of England's interest rate cuts, Japan's recent policy changes and market uncertainty surrounding the US election.
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Raymond James 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?
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US Election 2024: Prepare for a Sweep? AI and Electricity Demand, and more...
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In this month's Market Commentary, Raymond James 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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April, wrote TS Eliot in his epic poem The Wasteland, is the cruellest month and many investors holding portfolios of financial market assets in diverse geographical locations would likely agree.
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Investors, it's time to power up! With technology changing the way we live, we are taking a trip down memory lane to look back at a piece of technology that has entertained generations: classic video games.
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The Raymond James Spring Budget Newsletter breaks down the Chancellor's Spring Budget, helping us plan for the new tax year - which is almost upon us.
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Is this the best start to any year for stock markets around the world? It certainly feels like it. Equity benchmarks from Australia, Japan, India, Europe to the United States have exploded to new all-time high levels over February.
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The value of investments, and the income derived from them, can fall as well as rise. You may get back less than invested. Past performance is not a reliable guide to future returns.