Insights

Lessons from famous female philanthropists

05/03/2024 How we can give big – and give smart.   MacKenzie Scott made headlines when she gave part of her Amazon fortune away after divorcing Amazon founder Jeff Bezos. And she’s not the only woman who’s made waves in … Lessons from...

Employment report holds the key to where growth is heading

01/03/2024 Key Takeaways Jobs report holds the key to where growth is heading Powell’s testimony to Congress may provide insights President Biden needs to talk up his record at the SOTU Hello March! As we turn the chapter on February …...

Flying High

01/03/2024 By Jeremy Batstone-Carr, European Strategist, Raymond James UK ‘Oh, I have slipped the surly bonds of earth, and danced the skies on laughter-silvered wings’ John Gillespie Magee Jr. Is this the best start to any year for stock markets...

Corporate Responsibility Report 2023

29/02/2024 Through fiscal year 2023, we maintained focus on people, environmental, social and governance opportunities as we sought to build a more sustainable future for clients, associates, wealth managers and the communities we serve. Learn more...

How have markets and economy evolved since the last leap year?

23/02/2024 Key Takeaways Stocks have continued to leap higher Bonds still have not recovered from their losses Economic growth has not skipped a beat We’re having another leap year! This year, February will include another day – the ‘bonus’ day...

Emerge stronger after failure

16/02/2024 How to be more resilient in the face of defeat. Have you ever experienced that feeling of dread that washes over you when you fail at something? It’s not uncommon. In fact, it’s natural. Our body reacts to all … Emerge stronger...

The equity market endures, regardless of who is in office

16/02/2024 Key Takeaways Perception versus reality remains a challenge for Biden Fed policymakers are not influenced by politics The equity market endures regardless of who is in office Ready for the long holiday weekend? The origins of Presidents...

A guide to managing money in marriage

14/02/2024 Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage. How often do you and your partner reach a mutually agreeable choice when it comes to your wealth … A guide to...

Investment Strategy Quarterly – January 2024

05/01/2024 The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: 2024 US and UK Economic Outlook: Prepare for Landing A Desynchronising World: Slowing Growth, Decelerating Inflation, Policy Easing...

Emerging storylines from earnings season

09/02/2024 Key Takeaways MVP award goes to Mega-cap tech Consumer remains the ‘play caller’ of the economy China a ‘turnover’ for company profits Ready for Game Day? This weekend over 200 million fans are expected to tune in to watch …...

Do’s and don’ts of starting a business with your spouse

07/02/2024 Do’s and don’ts of starting a business with your spouse How to make your dreams come true and avoid any nightmares. Thinking about starting a business with your other half? It sounds like a good idea when you’re sitting … Do’s and...

Tech-related sectors resume market leadership

02/02/2024 Key Takeaways The Fed is unlikely to cut rates in March Tech-related sectors can continue to outperform Early signs point to a Trump-Biden rematch Happy Groundhog Day! Every year on February 2, people gather to see if Punxsutawney Phil...

Green Shoots

01/02/2024 By Jeremy Batstone-Carr, European Strategist, Raymond James UK It might strike readers as odd, or at the very least premature, that in the midst of a dark and tempestuous mid-winter thoughts might already be turning to a brighter spring...

What will be on the financial markets’ 2024 menu?

05/01/2024 Key Takeaways A U.S. recession will likely be the mildest in history Fed rate cuts are on the horizon in 2024 Small caps are a ‘dive’ worth considering Want to know what’s ‘cooking’ in the financial markets in 2024? … What will be...

Inflation is receding faster than expected

29/12/2023 Key Takeaways Inflation is receding faster than expected A soft landing would support better earnings growth Lower mortgage rates can help ‘unfreeze’ the housing market Happy New Year! At the end of every year, we give our twelve wishes...

The probability of a soft landing has increased

15/12/2023 Key Takeaways The probability of a soft landing has increased The trend in bond yields remains lower Mild recession will keep earnings growth subdued Happy National Ugly Christmas Sweater Day! This hilarious tradition is one of my...
Scroll to Top