skip to main content
Green Shoots

Green Shoots

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.

Read More
2024 Outlook

2024 Outlook

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.

Read More
Foundations for the future

Foundations for the future

A sharp drop in inflationary pressures across developed international economies has encouraged financial markets to call central bankers' strongly held 'higher for longer' position into question.

Read More
Clouds of war shroud financial markets

Clouds of war shroud financial markets

The month of October has a notorious reputation for those invested in financial market assets. The crash of 1987 and before it the Wall Street crash of 1929 spring readily to mind, but this year's version has been dominated, sadly by conflict in the Middle East and more particularly by the war taking place in the Gaza strip between Israel and Hamas in retribution for the latter's attack on the 7th of the month.

Read More
Sailing on strange seas

Sailing on strange seas

The latest Investment Quarterly is available to read, outlining our views for the economy and financial markets and charting their course for the remainder of this year and 2024.

Read More
The centre holds

The centre holds

August usually delivers its fair share of news even as the attention of the many is diverted by the summer's seasonal delights and even in an unseasonably damp United Kingdom. Financial markets have wrestled with an increasingly lopsided-looking global economy, pricing adjustments reflecting, on the one hand, the 'second coming' of the United States where, despite aggressive interest rate hikes, activity is proving more than resilient.

Read More
Great Expectations

Great Expectations

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.

Read More
Mind the Gap!

Mind the Gap!

In this month’s Market Commentary, Raymond James 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.

Read More

Get in touch

We're based near Ponteland in Newcastle upon Tyne. If you would like to get in touch to discuss anything please call the office on 0191 303 9320 or 07922 573873.