Insights
18/03/2024 As our lives become more digitally integrated, our data becomes more valuable. Often, data collectors say that the vast amount of information they take in is tightly secured or anonymised before it is packaged and resold. However...
15/03/2024 Key Takeaways U.S. economic growth has defied the odds The labour market is off to a strong start to the year The road to 2% inflation may be bumpy, but is still intact Happy Saint Patrick’s Day and the first day of spring – two...
08/03/2024 Key Takeaways Strong rally suggests muted gains going forward Elevated valuations suggest market priced to perfection Investor sentiment becoming increasingly optimistic Don’t forget to turn your clocks forward early Sunday morning! That’s...
08/03/2024 Our Spring Budget Newsletter breaks down the Chancellor’s Spring Budget, outlining what it means for our Wealth Managers and their clients and helping them to plan for the new tax year – which is almost upon us. Download newsletter...
05/03/2024 How we can give big – and give smart. MacKenzie Scott made headlines when she gave part of her Amazon fortune away after divorcing Amazon founder Jeff Bezos. And she’s not the only woman who’s made waves in the philanthropy space...
01/03/2024 Key Takeaways Jobs report holds the key to where growth is heading Powell’s testimony to Congress may provide insights President Biden needs to talk up his record at the SOTU Hello March! As we turn the chapter on February and transition...
01/03/2024 By Jeremy Batstone-Carr, European Strategist, Raymond James UK ‘Oh, I have slipped the surly bonds of earth, and danced the skies on laughter-silvered wings’ John Gillespie Magee Jr. Is this the best start to any year for stock markets...
29/02/2024 Through fiscal year 2023, we maintained focus on people, environmental, social and governance opportunities as we sought to build a more sustainable future for clients, associates, wealth managers and the communities we serve. Learn more...
23/02/2024 Key Takeaways Stocks have continued to leap higher Bonds still have not recovered from their losses Economic growth has not skipped a beat We’re having another leap year! This year, February will include another day – the ‘bonus’ day that...
16/02/2024 How to be more resilient in the face of defeat. Have you ever experienced that feeling of dread that washes over you when you fail at something? It’s not uncommon. In fact, it’s natural. Our body reacts to all kinds of feelings, and...
16/02/2024 Key Takeaways Perception versus reality remains a challenge for Biden Fed policymakers are not influenced by politics The equity market endures regardless of who is in office Ready for the long holiday weekend? The origins of Presidents...
14/02/2024 Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage. How often do you and your partner reach a mutually agreeable choice when it comes to your wealth and finances? An article...
05/01/2024 The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: 2024 US and UK Economic Outlook: Prepare for Landing A Desynchronising World: Slowing Growth, Decelerating Inflation, Policy Easing...
09/02/2024 Key Takeaways MVP award goes to Mega-cap tech Consumer remains the ‘play caller’ of the economy China a ‘turnover’ for company profits Ready for Game Day? This weekend over 200 million fans are expected to tune in to watch a rematch...
07/02/2024 Do’s and don’ts of starting a business with your spouse How to make your dreams come true and avoid any nightmares. Thinking about starting a business with your other half? It sounds like a good idea when you’re sitting on the sofa...
02/02/2024 Key Takeaways The Fed is unlikely to cut rates in March Tech-related sectors can continue to outperform Early signs point to a Trump-Biden rematch Happy Groundhog Day! Every year on February 2, people gather to see if Punxsutawney Phil...
