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News Archive - 2025

Investment Strategy Quarterly October 2025

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

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

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

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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Roses and Thorns

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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Sledgehammer

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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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.