Insights

How to manage caregiving whilst working

For individuals in caregiving roles, the combined pressures of work and home can become overwhelming. Support from employers can make all the difference. Taking on a caregiving role for family members can be demanding, regardless of age or career...

The psychology of retirement spending

Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement. For years, you’ve been saving and investing for retirement. But what happens when you finally retire and it’s...

Sledgehammer

With the current US administration seemingly taking a sledgehammer to established norms, our European Strategist, Jeremy Batstone-Carr considers the potential effects of tariffs, changing international relations, domestic increases in defence...

Sharing something of significance

Create a legacy that passes 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 others, contributing to a cause that’s close to their heart is what...

Protecting your privacy on social media

How much is too much? Follow these tips for protecting your privacy on social media As of 2025, there are approximately 5.22 billion active social media users worldwide. This equates to around 64% of the global population actively using social media...

Weave more of what you love into everyday life

How to mindfully incorporate your favourite things in your day-to-day. A 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 joy.  Whilst they are easy to...

Twin Peaks

Jeremy Batstone-Carr, Raymond James European Strategist, takes a deep dive into some of last month’s destabilising activities including the potential ramifications of the new US administration’s campaign promises and the recent upset in the...

The three ingredients of a purposeful retirement

The benefits of a purpose-driven life don’t dissipate when you retire. Rather, without the imposed daily and weekly structures of the working world, it may be even more important to find purpose during this distinct stage of life. With today’s longer...

Investment Strategy Quarterly – January 2025

Our first Investment Strategy Quarterly of 2025 brings insight and opinion including 10 themes to watch out for in the US this year, what we think we might expect from Trump 2.0, potential effects on the energy market as focus moves from geopolitics...

Will Syria trouble markets?

The exit of President Bashir Assad from Syria has resulted in a bloodless revolution so far. However, could the uprising have an impact on oil markets?...

“Seismic”

Our European Strategist, Jeremy Batstone-Carr considers the potentially seismic effect of the US election result on global markets, and China in particular, including some possible effects of the much-touted trade tariffs that have been promised for...

Quick facts about the bright future of solar energy

12/11/2024 Interest in solar energy is soaring – and for good reason. Humans have always harnessed the power of the sun, using it to tell time and start fires. And we’ve only gotten better at it. These days, we use photovoltaic (PV) panels to...

A step-by-step guide to hosting family meetings

06/11/2024 Where should you meet? What should you discuss? Who should be there? Estate planning is more than just sharing wealth – it also includes the passing down of your family’s values and history to the next generation. And while selecting the...

Silver Blaze

05/11/2024 By Jeremy Batstone-Carr, European Strategist, Raymond James UK “The curious incident of the dog in the night-time” – Sir Arthur Conan Doyle (The Adventure of Silver Blaze) In 1892, Sir Arthur Conan Doyle had published a collection of short...

Healthy, wealthy and wise

25/10/2024 The connection between financial wellness and health can have benefits for your employees and your business. Saving and investing for retirement, preparing for major life changes, and providing financial guidance and education along the...

How to project confidence in public speaking

16/10/2024 With these seven tips and a little practice, you’ll come across as cool, calm and collected. If you’d prefer to do just about anything rather than speak in front of a crowd, here are seven tried-and-tested tips to help calm your nerves and...
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