Insights
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...
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...
