Insights
08/08/2023 Familiarise yourself with these common swindles. 1. Compromised bank account scam You receive a call or email from someone claiming to be from a financial institution saying that your financial accounts are at risk of fraud. They instruct...
04/08/2023 Economy likely to start cruising at a lower altitude Gravity is setting in on equity valuations Soaring stocks entering a weak seasonal period Happy August! As sky gazers and astronomy enthusiasts know, August is the best time for...
01/08/2023 By Jeremy Batstone-Carr, European Strategist, Raymond James UK “Take nothing on its looks; take everything on evidence. There is no better rule” — Charles Dickens July has proved a strong month for investors in the financial markets...
28/07/2023 Strike activity remains muted by historical standards Strike-related wage deals not likely to sway the Fed Corporate margins have room to absorb wage increases Record-breaking heat waves dominate the news headlines, with 2023 shaping up to...
25/07/2023 Building bridges between the young and the old has lasting physical, mental and emotional benefits. The number of people living in multigenerational households – those with two or more adult generations (or with a younger, “skipped”...
21/07/2023 Bonds perform well after the tightening cycle ends Near-term caution on equities is warranted Equity rally should broaden into the lagging sectors The 2023 FIFA Women’s World Cup ‘kicked’ off this week. Women’s soccer has become so...
14/07/2023 Key Takeaways Inflation pressures have continued to ease Cracks in the Labour market are starting to appear A slowdown in consumer spending is underway The Wimbledon Championship Tournament is in full swing, with the men’s and women’s...
13/07/2023 The youngest members of the family might seem the most informed on today’s tech – but that’s not always the case. Preparing the next generation for everything, even deterring cyber criminals or tracking down lost devices, is still the...
07/07/2023 Key Takeaways Tech sector the MVP of the first half Tech likely to maintain All-Star status in the second half Energy, financials and health care poised to rebound With the baseball season halfway completed, Seattle, Washington will host...
ISQ – July 2023 06/07/2023 Ed Mills, Managing Director, Washington Policy Analyst, Equity Research Key Takeaways We are of the view that a trend of reindustrialisation and de-risking will be a market theme that investors will navigate in the...
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...
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...
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:...
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 …...
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...
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...