Insights
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 …...
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 … Master...
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...
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...
26/05/2023 Key Takeaways Headline risks on the debt ceiling will drive markets Focus will soon shift to The Fed’s updated dot plots Inflation trajectory still on a solid downward path As we head into Memorial Day weekend, the unofficial kick …...
19/05/2023 Key Takeaways Positive signals on debt ceiling negotiations Disconnect between the Fed and bond market continues Continued pullback in discretionary spending The Ringling Brothers formed their first song-and-dance variety show to entertain...
12/05/2023 Key Takeaways Tighter lending standards still pose a risk The debt ceiling issue will get resolved The earnings outlook is improving This past Thursday was National Twilight Zone Day. For those of you who are unfamiliar, The Twilight Zone...
11/05/2023 A compelling plan to make a genuine impact on the world has a variety of components. A growing number of families are thinking “big picture” when it comes to both their financial and philanthropic planning. Through community support...
11/05/2023 Following the recent budget which saw the annual individual’s Capital Gains Tax (CGT) allowance reduced to £6,000 for the current (2023-24) tax year and to £3,000 from April 2024, Offshore Investment Bonds are looking increasingly...
05/05/2023 Key Takeaways Stocks and bonds perform well after the last rate hike The bar for cutting rates is higher than it has been in the past First-quarter earnings results have been better than feared Derby Day is almost here … Key themes...
02/05/2023 By Jeremy Batstone-Carr, European Strategist, Raymond James UK Just like the ribbon tied to a piece of rope and pulled by strongly competing forces, financial markets have shifted this way and that over April, but to nothing like...
28/04/2023 Key Takeaways The Fed’s tightening cycle is coming to an end Concerns about the debt ceiling impasse are rising Mega-cap earnings will be key to watch Pro football’s long-awaited draft is here! This year’s 88th annual draft takes place...
25/04/2023 Among the list of least-wanted heirlooms? Fancy dinnerware, dark brown furniture and sewing machines. With spring in the air, now is a popular time to organise and declutter. But if you’re making a list of items for your kids … 9...
21/04/2023 Key Takeaways The U.S. earnings recession should be short-lived The Fed is unlikely to pivot to an easier policy this year The U.S. dollar’s supremacy is not coming to an end Over the next few weeks, the exciting professional …...
18/04/2023 The government collected £6.1bn in Inheritance Tax (IHT) bills for the 2021-2022 financial year – a 14% increase on the year before. With the banding frozen until 2028 following the 2022 Autumn budget, this will only continue to move...
April 2023 The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: Letter from the Chief Investment Officer Can the UK escape the economic slow lane? Labour force participation: Where did the workers go?...
