6 July 2023

ISQ – July 2023 06/07/2023 Ed Mills, Managing Director, Washington Policy Analyst, Equity Research Key Takeaways We are of the view that a trend of reindustrialisation and de-risking will be a market theme that investors will navigate in the years ahead. Recent policy decisions are the foundation for an industrial renaissance aimed at building up …

The End of Globalisation? Risks and Opportunities of a New Economic Era Read More »

06/07/2023 Professor Jeremy Batstone-Carr, European Strategist Raymond James Investment Services Ltd   Key Takeaways After a difficult year, characterised by pronounced volatility, gilt-edged prices are lower and yields higher, back to and even above the levels of last September and the short-lived administration of Elizabeth (Liz) Truss. The UK sovereign bond market has not suffered …

Why Have UK Government Bonds Performed So Poorly? Read More »