Insights

Reimagining family holidays

A guide for adult children planning travels with parents. When you think about your childhood, do fond memories of family holidays flood your mind? There’s been a resurgence of family holidays – multigenerational trips where parents, adult children...

Section 899 has been struck out of the US One Big Beautiful Bill legislation

The article explores what Section 899 could have meant for global markets and why its absence may prove just as significant as its original inclusion...

Investment Strategy Quarterly – July 2025

Our latest Investment Strategy Quarterly considers the complexities of today’s markets while drawing insights from the past. This edition includes the historic and current impact of tariffs, asks if the US still holds its safe-haven appeal for...

The merry, merry month of May

Despite stock markets making strong headway in May, uncertainty proved to be persistent. Our European Strategist, Jeremy Batstone-Carr considers the potential effects on the global economy...

Roses and thorns

With the effects of the tariffs announced by Donald Trump in the White House Rose Garden still to play out, Raymond James European Strategist, Jeremy Batstone-Carr, considers some of the potential effects on the global economy...

IQ vs EQ: The Great Brain Debate

Do you tend to lead with empathy or rely on reasoning? As it turns out, you’ll want a mix of both skill sets as you pursue personal and professional success. Emotional intelligence was popularised in the mid-1990s as “EQ” and touted as a way to excel...

How to embrace rest without guilt

6 ways to beat relaxation-induced anxiety. Have you heard of the term “stresslaxation” before? It refers to relaxation-induced anxiety and affects people, especially high performers, who have a hard time fully switching off. It strikes when they’ve...

Investment Strategy Quarterly – April 2025

The second Investment Strategy Quarterly of 2025 takes the lid off some of the big themes in global investments at the moment, including the Trump effect across tariffs, deregulation, deportations and more, as well as options for UK market resilience...

Spring Statement: What does it mean for your finances?

Our Spring Statement article highlights the key points from the Chancellor’s recent announcement, outlining what it means for you ahead of the upcoming tax year...

Financial Planning for single parents

Build an action plan to protect yourself and your loved ones. Intentional financial planning sets the stage for long-term success regardless of family situation, but for single parents, the work of setting up a comprehensive plan is crucial. Taking...

How to manage caregiving whilst working

For individuals in caregiving roles, the combined pressures of work and home can become overwhelming. Support from employers can make all the difference. Taking on a caregiving role for family members can be demanding, regardless of age or career...

The psychology of retirement spending

Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement. For years, you’ve been saving and investing for retirement. But what happens when you finally retire and it’s...

Sledgehammer

With the current US administration seemingly taking a sledgehammer to established norms, our European Strategist, Jeremy Batstone-Carr considers the potential effects of tariffs, changing international relations, domestic increases in defence...

Sharing something of significance

Create a legacy that passes on so much more than money. Everyone leaves behind a unique legacy. For some, it’s meaningful to pass down something tangible – an item or heirloom. For others, contributing to a cause that’s close to their heart is what...

Protecting your privacy on social media

How much is too much? Follow these tips for protecting your privacy on social media As of 2025, there are approximately 5.22 billion active social media users worldwide. This equates to around 64% of the global population actively using social media...

Weave more of what you love into everyday life

How to mindfully incorporate your favourite things in your day-to-day. A study from Sainsbury’s found that Brits rated clean bed linen, their preferred tv shows and BBQs with loved ones as the top three things that bring joy.  Whilst they are easy to...
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