Insights
Fed still likely to raise rates next week Slowdown in housing inflation should ease price pressures Broader contagion fears should be limited College basketball’s tournament kicked into high gear this week as teams strive to make their way to the...
By Helena Bakunowicz Since founding The Investment Boutique five years ago in Oxted, Surrey, Helena Bakunowicz has spent a carefully apportioned amount of time thinking about the topic of leadership. “To be a successful entrepreneur, you have...
Our Spring Budget Newsletter breaks down the Chancellor’s Spring Budget, outlining what it means for our Wealth Managers and their clients and helping them to plan for the new tax year – which is almost upon us. DOWNLOAD PDF...
Fed eases pace of rate hikes with 25 basis point move Job cuts broadening to industries beyond tech Full effects of tightening yet to be felt Punxsutawney Phil – the world’s most famous groundhog – saw his shadow. So, for...
By Jeremy Batstone-Carr, European Strategist, Raymond James UK Just as the playwright Luigi Pirandello asked his audience to participate in an immersive experience in his theatrical masterpiece, so we too participate in an equally immersive...
Share something of significance and pass 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 other people, contributing to a cause that’s close to...
20/01/2023 Key Takeaways Three consecutive years of P/E contraction is unusual The multiple & earnings don’t bottom in tandem Final Fed rate hike supportive of multiple expansion Last week, we released the rationale behind our Ten Themes for 2023...
19/01/2023 Failure isn’t always the opposite of success – in many cases, it’s a necessary prerequisite. Hear how leaders across industries have reframed their view of failure. Failure is essential to future success. Yes, you read that right. A...
13/01/2023 How to mindfully incorporate your favourite things in your day-to-day. A recent 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...
06/01/2023 Key Takeaways Non-synchronised nature of the business cycle A Fed pause bodes well for bond returns Historical trends suggest a stronger year for equities What do the financial markets and sci-fi thriller Jurassic Park have in common? The...
06/01/2023 James Camp, CFA, Managing Director, Strategic Income, Eagle Asset Management* Economic history is replete with semantics regarding economic contractions. The Panic of the 1930s was euphemistically relabelled ‘the Great Depression’ by the...
06/01/2023 Jeremy Batstone-Carr, European Strategist, Raymond James Investment Services Ltd* Key Takeaways Emerging markets enjoyed a golden age during the first decade of the century, but this dissipated as headwinds built up. The COVID pandemic has...
06/01/2023 Jeremy Batstone-Carr, European Strategist, Raymond James Investment Services Ltd* Key Takeaways Stock and government bond markets are sending differing signals regarding the outlook, reconciling this divergence will drive asset performance...
06/01/2023 The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: Letter from the Chief Investment Officer 2023: A year of two halves for developed markets Recession or reorder: The semantics and reality...
05/01/2023 The limits of kudos and the strength of honesty in mentorship Kim Jenson is well aware of the impact mentorship can have on a career – it made all the difference in her own trajectory. She also knows that a good mentor is much more...
20/12/2022 Kim Jenson’s life and career have been testaments to the importance of perspective. The lodestars of our lives are rarely unfading, our touchstones are rarely unmovable, and our big pictures are not glass-encased masterpieces but...
