Insights
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...
01/02/2024 By Jeremy Batstone-Carr, European Strategist, Raymond James UK It might strike readers as odd, or at the very least premature, that in the midst of a dark and tempestuous mid-winter thoughts might already be turning to a brighter spring...
05/01/2024 Key Takeaways A U.S. recession will likely be the mildest in history Fed rate cuts are on the horizon in 2024 Small caps are a ‘dive’ worth considering Want to know what’s ‘cooking’ in the financial markets in 2024? Our Ten Themes...
29/12/2023 Key Takeaways Inflation is receding faster than expected A soft landing would support better earnings growth Lower mortgage rates can help ‘unfreeze’ the housing market Happy New Year! At the end of every year, we give our twelve wishes...
15/12/2023 Key Takeaways The probability of a soft landing has increased The trend in bond yields remains lower Mild recession will keep earnings growth subdued Happy National Ugly Christmas Sweater Day! This hilarious tradition is one of my...
14/12/2023 The computer program that talks back is taking over. Netflix built a subscriber base of 1 million users in a mere 3.5 years following its launch, says statistics portal Statista. Twitter scored its first million tweeters in a snappy two...
12/12/2023 How Kelly Rindock has made her own way in the family business. With a master’s degree in psychology, Kelly Rindock started her career as a family therapist. But she soon realised she had a hard time separating her work and personal life...
08/12/2023 Find the right words to connect with loved ones and capture their stories. As you gather with loved ones for the festive season – whether in person or virtually – think about preserving their memories and life lessons through oral...
05/12/2023 Key Takeaways Strong bond rally delivers best monthly return since 1985 S&P 500 monthly gain was the seventh best in 30 years 60/40 portfolio posts second best monthly return in 30 years November was a pivotal month for the financial...
01/12/2023 By Jeremy Batstone-Carr, European Strategist, Raymond James UK “The best way to predict the future is to create it” — Peter Drucker A sharp drop in inflationary pressures across developed international economies has encouraged financial...
24/11/2023 Our Autumn Statement Analysis breaks down the Chancellor’s recent announcement, outlining what it means for our Wealth Managers and their clients and helping them to plan for the upcoming calendar year. Download this article as a PDF...
05/10/2023 The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: The corset, the contraction and the financial markets Redefining resilience: The unstoppable consumer First look at the 2024 US election:...
