Is AI a financial bubble?
November 4, 2025
This edition of Monthly Market Commentary examines whether the rapid rise of Artificial Intelligence is fuelling a financial bubble, exploring the hype, risks and the reality.
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Investment Strategy Quarterly October 2025
October 7, 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. Read all this and more in Investment Strategy Quarterly: Breaking Records, Not Discipline.
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Baked in Alaska
September 2, 2025
August is typically a quiet month for the financial markets, however this year it has been filled with market-moving news. Raymond James UK European Strategist, Jeremy Batstone-Carr examines key economic and geopolitical events of the last few weeks.
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Letter from America
August 2, 2025
With US tariff negotiations still featuring heavily in the news, Raymond James European Strategist, Jeremy Batstone-Carr, considers recent developments and their potential effects on the global economy.
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Back to the Future
July 6, 2025
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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The merry, merry month of May
June 3, 2025
'Climb the mountain not to plant a flag, but to embrace the challenge' - David McCullough Jr (American historian)
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Roses and Thorns
May 6, 2025
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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Investment Strategy Quarterly April 2025
April 6, 2025
The latest edition of Investment Strategy Quarterly is available to download.
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Spring Statement: what does it mean for your finances?
March 28, 2025
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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Sledgehammer
March 4, 2025
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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"Seismic"
December 10, 2024
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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Silver Blaze
November 6, 2024
Raymond James European Strategist, Jeremy Batstone-Carr considers the impacts of the UK Budget and the US election.
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How does the Autumn Budget 2024 impact you?
November 1, 2024
A deepdive on how the budget impacts your life
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The Great American Road Trip
October 8, 2024
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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Low notes and high notes
September 3, 2024
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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The Turning Point
August 28, 2024
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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City of Lights, Market of Opportunities
July 5, 2024
US Election 2024: Prepare for a Sweep? AI and Electricity Demand, and more...
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Sizzle and Fizzle
June 5, 2024
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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