By Jeremy Batstone-Carr, European Strategist, Raymond James UK Just as the playwright Luigi Pirandello asked his audience to participate in an immersive experience in his theatrical masterpiece, so we too participate in an equally immersive way in the great drama …
Share something of significance and pass on so much more than money Everyone leaves behind a unique legacy. For some, it’s meaningful to pass down something tangible – an item or heirloom. For other people, contributing to a cause that’s close …
20/01/2023 Key Takeaways Three consecutive years of P/E contraction is unusual The multiple & earnings don’t bottom in tandem Final Fed rate hike supportive of multiple expansion Last week, we released the rationale behind our Ten Themes for 2023 via …
19/01/2023 Failure isn’t always the opposite of success – in many cases, it’s a necessary prerequisite. Hear how leaders across industries have reframed their view of failure. Failure is essential to future success. Yes, you read that right. A …
How to “Fail Forward” and capitalise on your setbacks Read More »
13/01/2023 How to mindfully incorporate your favourite things in your day-to-day. A recent study from Sainsbury’s found that Brits rated clean bed linen, their preferred tv shows and BBQs with loved ones as the top three things that bring …
06/01/2023 Key Takeaways Non-synchronised nature of the business cycle A Fed pause bodes well for bond returns Historical trends suggest a stronger year for equities What do the financial markets and sci-fi thriller Jurassic Park have in common? The theme of evolution. …
06/01/2023 James Camp, CFA, Managing Director, Strategic Income, Eagle Asset Management* Economic history is replete with semantics regarding economic contractions. The Panic of the 1930s was euphemistically relabelled ‘the Great Depression’ by the Hoover administration, economic slowdowns became ‘recessions’ during …
Recession Or Reorder: The Semantics And Reality Of Economic Slowdowns Read More »
06/01/2023 Jeremy Batstone-Carr, European Strategist, Raymond James Investment Services Ltd* Key Takeaways Emerging markets enjoyed a golden age during the first decade of the century, but this dissipated as headwinds built up. The COVID pandemic has added to challenges, raising …
Will The Outlook For Emerging Markets Brighten In 2023? Read More »
06/01/2023 Jeremy Batstone-Carr, European Strategist, Raymond James Investment Services Ltd* Key Takeaways Stock and government bond markets are sending differing signals regarding the outlook, reconciling this divergence will drive asset performance in 2023. The combination of persistent inflation and aggressive …
2023: A Year Of Two Halves For Developed Markets Read More »
06/01/2023 The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: Letter from the Chief Investment Officer 2023: A year of two halves for developed markets Recession or reorder: The semantics and reality of economic …
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