In this edition of Monthly Market Commentary, Raymond James European Strategist, Jeremy Batstone-Carr, examines the recurring theme of uncertainty and the many different challenges it brings for those navigating the markets.
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Strength, Surprises and the Road Ahead
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In this edition of Monthly Market Commentary, European Strategist, Jeremy Batstone-Carr, examines the continued Persian Gulf conflict and its impact on energy supplies, price pressures, and how pessimism in the bond markets contrasts with optimism in the stock market.
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In this edition of Monthly Market Commentary, Jeremy Batstone-Carr examines key economic and geopolitical points from the last few weeks, take a look at recent stock market highs, plus grounds for cautious optimism.
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In this Investment Strategy Quarterly, it looks at the potential impact of a new Federal Reserve Chair, the rising pressure on the UK economy, and sentiment-driven assets. Plus the combined complexities of interest rates, inflation and mortgages.
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This Spring Statement 2026 article highlights the key points from the Chancellor’s update and explains what it could mean for your finances ahead of the 2026/27 tax year.
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In this edition of Monthly Market Commentary, Jeremy Batstone-Carr examines the contrasts between US and Asian stock markets, considers the impact of agentic AI, highlights resilience in the UK market, and more. This piece also touches on the recent events in the Middle East.
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It is often said that January sets the scene for the rest of the year when it comes to the markets - will the same hold true for 2026?
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In the last Monthly Market Commentary of 2025, European Strategist, Raymond James UK, Jeremy Batstone-Carr, looks back over a year of hard-earned returns as he reviews the various challenges investors have had to navigate.
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The latest edition of the Autumn Budget Newsletter breaks down the Chancellor's Autumn Statement, outlining its impact on individuals.
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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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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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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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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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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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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.