04/10/2022 Jeremy Batstone-Carr, European Strategist, Raymond James Investment Services Ltd* Key Takeaways The UK “mini Budget” is a high-risk plan to reinvent the UK as a high growth/high wage economy. An uncosted and aggressive borrowing plan to generate sufficient growth in the future has impacted on the gilt-edged market and sterling. “Buying” growth by adding …
A Time for Finesse Letter from the Chief Investment Officer – page 2 Mini-Budget, Massive Ramifications – page 4 Europe: Playing Sheriff – page 19 Q&A: Dollar Dominance – Can it Continue – page 6 Deglobalisation: A Double-Edged Sword – page 8 Economic Outlook: The Fed’s Conundrum – page 12 The State of the …
04/10/2022 By Tracey Manzi, CFA, Senior Investment Strategist, Investment Strategy The US dollar has been getting a lot of attention these days. This is not surprising given the greenback has gained over 17% against a basket of currencies this year to levels not seen in over 20 years.* While moves of this magnitude are …
04/10/2022 Jeremy Batstone-Carr, European Strategist, Raymond James Investment Services Ltd* Key Takeaways Europe’s energy crisis has dominated investor sentiment and determined political initiatives and exacerbated regional inflationary pressures and growth slowdown. Apparent acts of sabotage on the Nord Stream gas pipelines have refocused attention on Europe’s lack of energy security, whilst ensuring that the …
Europe: Playing Sheriff Means Accepting “Black Hats” And A Lot Of “High Noons”! Read More »
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