Insights

Is AI a financial bubble?

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...

Investment Strategy Quarterly – October 2025

Our latest Investment Strategy Quarterly explores the resilience of US equities amid stretched valuations, the strategic importance of data integrity for economic decision-making, and Japan’s differentiated market performance. It also assesses the...

Four ways to teach your children about business

Raising future leaders Whether your children will grow up to be entrepreneurs or work for someone else, teaching them about business while they are young helps them establish valuable skills that can serve them in both their professional and personal...

Transitioning into adulthood

How parents and young adults navigate a new path today Think about how different growing up is now compared to 30 years ago. Back then, there was a clearer, more linear path to adulthood: finishing school, starting a job, getting married and having...

Baked in Alaska

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...

Letter from America

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...

Reimagining family holidays

A guide for adult children planning travels with parents. When you think about your childhood, do fond memories of family holidays flood your mind? There’s been a resurgence of family holidays – multigenerational trips where parents, adult children...

Section 899 has been struck out of the US One Big Beautiful Bill legislation

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...

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...

The merry, merry month of May

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...

Roses and thorns

With the effects of the tariffs announced by Donald Trump in the White House Rose Garden still to play out, Raymond James European Strategist, Jeremy Batstone-Carr, considers some of the potential effects on the global economy...

IQ vs EQ: The Great Brain Debate

Do you tend to lead with empathy or rely on reasoning? As it turns out, you’ll want a mix of both skill sets as you pursue personal and professional success. Emotional intelligence was popularised in the mid-1990s as “EQ” and touted as a way to excel...

How to embrace rest without guilt

6 ways to beat relaxation-induced anxiety. Have you heard of the term “stresslaxation” before? It refers to relaxation-induced anxiety and affects people, especially high performers, who have a hard time fully switching off. It strikes when they’ve...

Investment Strategy Quarterly – April 2025

The second Investment Strategy Quarterly of 2025 takes the lid off some of the big themes in global investments at the moment, including the Trump effect across tariffs, deregulation, deportations and more, as well as options for UK market resilience...

Spring Statement: What does it mean for your finances?

Our Spring Statement article highlights the key points from the Chancellor’s recent announcement, outlining what it means for you ahead of the upcoming tax year...

Financial Planning for single parents

Build an action plan to protect yourself and your loved ones. Intentional financial planning sets the stage for long-term success regardless of family situation, but for single parents, the work of setting up a comprehensive plan is crucial. Taking...
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