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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