Insights
25/08/2023 Key Takeaways It’s premature to call off a recession Lower shelter costs will ease inflationary pressures Treasury supply dynamics caught the market by surprise “Toto, I’ve a feeling we’re not in Kansas anymore.” This famous phrase from...
22/08/2023 Practice makes perfect when it comes to retirement. Are you ready to retire? Are you sure? Think about it before you say, “Yes!” Most of us really look forward to the idea of well-deserved, unstructured free time. A time to do exactly what...
18/08/2023 Key Takeaways Consumer remains healthy but spending is shifting Earnings recession has likely bottomed Margins are likely to remain resilient Summer is quickly coming to an end, and while the official end of the season doesn’t arrive until...
15/08/2023 Where should you meet? What should you discuss? Who should be there? Consider these suggestions. Estate planning is more than just sharing wealth – it also includes the passing down of your family’s values and history to the next...
11/08/2023 Key Takeaways Tailwinds to consumer strength are fading Labour market cracks are becoming evident Higher borrowing costs a headwind for capex plans Planes, trains, and automobiles! That’s what this summer’s travel season has felt like for...
08/08/2023 Familiarise yourself with these common swindles. 1. Compromised bank account scam You receive a call or email from someone claiming to be from a financial institution saying that your financial accounts are at risk of fraud. They instruct...
04/08/2023 Economy likely to start cruising at a lower altitude Gravity is setting in on equity valuations Soaring stocks entering a weak seasonal period Happy August! As sky gazers and astronomy enthusiasts know, August is the best time for...
01/08/2023 By Jeremy Batstone-Carr, European Strategist, Raymond James UK “Take nothing on its looks; take everything on evidence. There is no better rule” — Charles Dickens July has proved a strong month for investors in the financial markets...
28/07/2023 Strike activity remains muted by historical standards Strike-related wage deals not likely to sway the Fed Corporate margins have room to absorb wage increases Record-breaking heat waves dominate the news headlines, with 2023 shaping up to...
25/07/2023 Building bridges between the young and the old has lasting physical, mental and emotional benefits. The number of people living in multigenerational households – those with two or more adult generations (or with a younger, “skipped”...
21/07/2023 Bonds perform well after the tightening cycle ends Near-term caution on equities is warranted Equity rally should broaden into the lagging sectors The 2023 FIFA Women’s World Cup ‘kicked’ off this week. Women’s soccer has become so...
14/07/2023 Key Takeaways Inflation pressures have continued to ease Cracks in the Labour market are starting to appear A slowdown in consumer spending is underway The Wimbledon Championship Tournament is in full swing, with the men’s and women’s...
13/07/2023 The youngest members of the family might seem the most informed on today’s tech – but that’s not always the case. Preparing the next generation for everything, even deterring cyber criminals or tracking down lost devices, is still the...
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...
