Insights
03/11/2023 Key Takeaways Economic growth will slow in the coming quarters Labour market strength is easing Disinflationary trend remains intact Happy National Cliché Day! Who knew there was a day dedicated to celebrate the often vague (although...
01/11/2023 By Jeremy Batstone-Carr, European Strategist, Raymond James UK The month of October has a notorious reputation for those invested in financial market assets. The crash of 1987 and before it the Wall Street crash of 1929 spring readily to...
31/10/2023 Dealing with inflation and a bear market as you near retirement. It’s hard to see your portfolio dip and not panic – especially as you near retirement. Coupled with record inflation, a dip might tempt you to sell your investments to drive...
27/10/2023 Key Takeaways Favourable seasonals should provide a tailwind The market may be misinterpreting mega earnings Contrarian catalyst as sentiment has turned bearish Much like Halloween, it has been a scary time for investors – with the S&P...
26/10/2023 Age may just be a number, but when it comes to retirement, it matters. Retirement is a time meant for enjoying life without the pressure of work. For some, that means rediscovering life with their partner. For others, it means room to dig...
20/10/2023 Key Takeaways Mild recession remains our base case Headwinds are building for the consumer Surging borrowing costs pose a risk This week we celebrated National Mulligan Day – a day everyone gets a ‘do over’ or a second chance. I’m sure...
19/10/2023 While extravagant holidays are great, you don’t need to spend a lot of money to make meaningful memories with your loved ones. A slow morning on the first day of autumn. Baking cakes with the little ones. A great meal surrounded by close...
06/10/2023 Key Takeaways Bonds are not rallying with positive inflation news Poor technicals are driving market moves Dysfunction in Washington remains a wild card Swing and a miss! This week marks the start of post-season baseball—America’s...
05/10/2023 Ed Mills, Managing Director, Washington Policy Analyst Key Takeaways The 25th anniversary of the collapse of Long Term Capital Management ushered in a transformative period of unconventional monetary policy. Pandemic-era policies induced a...
05/10/2023 Professor Jeremy Batstone-Carr, European Strategist Raymond James Investment Services Ltd Key Takeaways The 25th anniversary of the collapse of Long Term Capital Management ushered in a transformative period of unconventional monetary...
29/09/2023 Key Takeaways Consumer spending fog is rolling in Still calling for lower long-term Treasury yields Modest upside for equities is expected from current levels Sailing on Strange Seas! Traditional indicators have been flashing warning...
25/09/2023 Adapting your style to the norms of another culture isn’t being inauthentic – it’s just smart business. “Don’t you even care enough about me to write your name?” If you’ve ever written a short email response with no greeting or signature...
22/09/2023 Key Takeaways Headwinds are building for the consumer High borrowing rates are reaching a pain point Labour market strength is waning This weekend marks the arrival of fall! The turning point in the year where the days grow shorter, nights...
Key Takeaways Rising oil prices are a key risk for the Fed Labour market rebalancing is good news for the Fed No hike in September, but another hike is still possible The Energiser Bunny! That’s the term that best describes the U.S. economy. Despite...
Key Takeaways Start saving for your retirement early Staying the course will lead to better outcomes Be mindful of age-appropriate asset allocations Happy National 401(k) Day! Did you even know there was a day dedicated to celebrating saving for...
Financial literacy is a gift that lasts a lifetime. Our current economic circumstances are full of teachable moments we can and should share with our children. After all, they’re probably not learning these topics in school. Only four in 10...
