Insights
By Jeremy Batstone-Carr, European Strategist, Raymond James UK Just as the playwright Luigi Pirandello asked his audience to participate in an immersive experience in his theatrical masterpiece, so we too participate in an equally immersive...
Share something of significance and pass on so much more than money Everyone leaves behind a unique legacy. For some, it’s meaningful to pass down something tangible – an item or heirloom. For other people, contributing to a cause that’s close to...
20/01/2023 Key Takeaways Three consecutive years of P/E contraction is unusual The multiple & earnings don’t bottom in tandem Final Fed rate hike supportive of multiple expansion Last week, we released the rationale behind our Ten Themes for 2023...
19/01/2023 Failure isn’t always the opposite of success – in many cases, it’s a necessary prerequisite. Hear how leaders across industries have reframed their view of failure. Failure is essential to future success. Yes, you read that right. A...
13/01/2023 How to mindfully incorporate your favourite things in your day-to-day. A recent study from Sainsbury’s found that Brits rated clean bed linen, their preferred tv shows and BBQs with loved ones as the top three things that bring...
06/01/2023 Key Takeaways Non-synchronised nature of the business cycle A Fed pause bodes well for bond returns Historical trends suggest a stronger year for equities What do the financial markets and sci-fi thriller Jurassic Park have in common? The...
06/01/2023 James Camp, CFA, Managing Director, Strategic Income, Eagle Asset Management* Economic history is replete with semantics regarding economic contractions. The Panic of the 1930s was euphemistically relabelled ‘the Great Depression’ by the...
06/01/2023 Jeremy Batstone-Carr, European Strategist, Raymond James Investment Services Ltd* Key Takeaways Emerging markets enjoyed a golden age during the first decade of the century, but this dissipated as headwinds built up. The COVID pandemic has...
06/01/2023 Jeremy Batstone-Carr, European Strategist, Raymond James Investment Services Ltd* Key Takeaways Stock and government bond markets are sending differing signals regarding the outlook, reconciling this divergence will drive asset performance...
06/01/2023 The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: Letter from the Chief Investment Officer 2023: A year of two halves for developed markets Recession or reorder: The semantics and reality...
05/01/2023 The limits of kudos and the strength of honesty in mentorship Kim Jenson is well aware of the impact mentorship can have on a career – it made all the difference in her own trajectory. She also knows that a good mentor is much more...
20/12/2022 Kim Jenson’s life and career have been testaments to the importance of perspective. The lodestars of our lives are rarely unfading, our touchstones are rarely unmovable, and our big pictures are not glass-encased masterpieces but...
14/12/2022 From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year. Embrace eco-conscious energy savings Something as simple as subbing LED...
08/12/2022 How following her interests, landed Karen Coyne, CFP®, here Karen Coyne’s path to a career in financial services was anything but direct. “I’ve always been one to just follow my interests, even if they seem disconnected,” she says...
30/11/2022 By Jeremy Batstone-Carr, European Strategist, Raymond James UK “Never fear shadows. They simply mean there’s a light shining nearby” — Ruth E. Renkel Financial markets continued their revival from the early summer lows through...
29/11/2022 Ask the right questions to pursue specific goals. The world’s wealthiest are increasingly putting their money to work for the causes that are most meaningful to them. We see this in initiatives like the Giving Pledge, which more...
