It is often said that January sets the scene for the rest of the year when it comes to the markets – will the same hold true for 2026? Our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical events from the last few weeks, before looking ahead to the coming months.
In our first Investment Strategy Quarterly of 2026, we examine the continued demand for electricity, optimism for the bond market, the importance of selectivity in equities, plus the potential risks and opportunities for the year ahead.
In the last Monthly Market Commentary of 2025, our European Strategist, Jeremy Batstone-Carr, looks back over a year of hard-earned returns as he reviews the various challenges investors have had to navigate.
Our Autumn Budget Newsletter breaks down the Chancellor’s Autumn Statement, outlining its impact on individuals. Read an in-depth analysis on the following areas, plus more:
This edition of Monthly Market Commentary examines whether the rapid rise of Artificial Intelligence is fuelling a financial bubble. It explores the hype, the risks and the reality, with lessons drawn from the dot-com boom and the Global Financial Crisis to help investors assess today’s AI-led market dynamics.
August is typically a quiet month for the financial markets, however, this year it has been filled with market-moving news. Our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical events of the last few weeks.
With US tariff negotiations still featuring heavily in the news, Raymond James European Strategist, Jeremy Batstone-Carr, considers recent developments and their potential effects on the global economy.
The article explores what Section 899 could have meant for global markets and why its absence may prove just as significant as its original inclusion.
This article originally appeared in Investment Strategy Quarterly – July 2025.
Our latest Investment Strategy Quarterly considers the complexities of today’s markets while drawing insights from the past. This edition includes the historic and current impact of tariffs, asks if the US still holds its safe-haven appeal for investors, and examines energy costs and AI. Closer to home, we take a look at Labour’s first year in office.
Despite stock markets making strong headway in May, uncertainty proved to be persistent. Our European Strategist, Jeremy Batstone-Carr considers the potential effects on the global economy.
The value of investments, and the income derived from them, can fall as well as rise. You may get back less than invested. Past performance is not a reliable guide to future returns.