06/07/2023 Professor Jeremy Batstone-Carr, European Strategist Raymond James Investment Services Ltd Key Takeaways After a difficult year, characterised by pronounced volatility, gilt-edged prices are lower and yields higher, back to and even above the levels of last September and …
Why Have UK Government Bonds Performed So Poorly? Read More »
ISQ – July 2023 06/07/2023 The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: Letter from the Chief Investment Officer India: Is Geography Destiny? The End of Globalisation? Risks and Opportunities of a New …
05/07/2023 Virtual coffee breaks are replacing water cooler chatter. Here are some tips for networking remotely with co-workers. In the remote world so many of us are now working in, connecting with co-workers takes effort. It’s easy to be efficient: …
Tips for staying connected with remote co-workers Read More »
30/06/2023 Key Takeaways Economy is normalising as stimulus wears off The Fed is nearing the finish line Equities entering a new, more challenging stage This weekend marks the official start of the Tour de France – one of the biggest …
Equities entering a new – and more challenging – stage Read More »
23/06/2023 Key Takeaways The Fed’s tightening cycle may not be over Earnings trends will be key to watch for equity direction Corporate bond yields exceed S&P 500 earnings yields This past Wednesday marked the official start of summer! The summer …
Catalysts to watch to gauge the market’s next direction Read More »
16/06/2023 Key Takeaways The Fed’s dot plot signals a higher terminal rate Inflation continues to move in the right direction Extended pause will drive growth and inflation lower It’s hard to believe that the iconic movie musical, Grease, celebrates its …
Resilience of the economy remains Fed’s biggest challenge Read More »
09/06/2023 Key Takeaways The Fed is expected to pause in June Economy is slowly inching toward a recession Fed rate cycle likely to turn in 2024 Welcome to the Basketball Finals! As we head into Game Four tonight, the Eastern and Western …
Fed’s updated economic projections coming at a critical time Read More »
06/06/2023 Controlling your outlook just got easier with a little myth-busting and a lot of fact-checking. We’ve all heard, “If you can dream it, you can do it.” This motivational quote, nice as it is, doesn’t offer us guidance on …
02/06/2023 Key Takeaways Jobs growth still likely to cool in the months ahead Tailwinds to consumer spending coming to an end Narrow market breadth not all doom and gloom Happy National Donut Day! If you have not done so already, …
Market moves back to focusing on the fundamentals Read More »
01/06/2023 By Jeremy Batstone-Carr, European Strategist, Raymond James UK Travellers on London’s underground network will be all too familiar with the polite, but pointed, instruction to be careful when boarding the train of the gap between it and the platform. …
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