05/10/2023 The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: The corset, the contraction and the financial markets Redefining resilience: The unstoppable consumer First look at the 2024 US election: A 2020 rematch? Adapting …
13/10/2023 Key Takeaways Supply chains will not be impacted by Israeli-Hamas war Conflict unlikely to push oil prices significantly higher No changes to our economic or earnings forecasts In light of the horrific attack on Israel last weekend, our weekly …
Market impact of Mideast conflict likely to be contained Read More »
17/11/2023 Key Takeaways U.S. economic growth continues to outpace other G7 nations Strong labour market should cushion next downturn Disinflationary trends remain intact On behalf of the Investment Strategy team, we extend our sincerest wishes for a Happy Thanksgiving wherever …
5/11/2023 Caitlyn Salloum is on a mission to give women confidence in financial conversations. Caitlyn Salloum was dishing out financial advice as a teen in high school. “I remember coming home from my economics class and telling my mom …
10/11/2023 Key Takeaways S&P 500 companies experienced tepid sales growth Many companies report the consumer is starting to pull back Fundamentals support mega-cap tech’s strong gains Good news – the earnings recession is over! After three consecutive quarters of negative …
07/11/2023 What is it? An artificial intelligence, AI, is a system built to respond to complex stimuli with coherent, seemingly logical and internally motivated responses. In short, it seems to think, performing complex creative and analytical tasks once thought only …
03/11/2023 Key Takeaways Economic growth will slow in the coming quarters Labour market strength is easing Disinflationary trend remains intact Happy National Cliché Day! Who knew there was a day dedicated to celebrate the often vague (although sometimes useful) and …
Has the Fed’s tightening cycle reached the finish line? Read More »
01/11/2023 By Jeremy Batstone-Carr, European Strategist, Raymond James UK 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, …
31/10/2023 Dealing with inflation and a bear market as you near retirement. It’s hard to see your portfolio dip and not panic – especially as you near retirement. Coupled with record inflation, a dip might tempt you to sell your …
27/10/2023 Key Takeaways Favourable seasonals should provide a tailwind The market may be misinterpreting mega earnings Contrarian catalyst as sentiment has turned bearish Much like Halloween, it has been a scary time for investors – with the S&P 500 nearly …
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