Insights
Chris Bailey, European Strategist, Raymond James Investment Services “December is here before its June…How did it get so late so soon?” – Dr. Seuss The key for writing any monthly report is not to do it too early, especially during the end of...
Key Takeaways Economic momentum will carry into 2022 Low interest rate environment a positive for equities All 11 S&P 500 sectors positive year-to-date Happy Turkey Day! For many, this will be their first holiday celebration in-person since the...
New York Life Investment Management CEO Yie-Hsin Hung’s remarkable path shows the value of an experience-seeking and goal-oriented approach. Yie-Hsin Hung is among the most accomplished people in the financial industry and part of a small but growing...
Key Takeaways Must differentiate between the price level and rate of change Spending should soon shift from goods to services Many advancements made to the supply chain system Its National Young Readers Week! Whether your favorite childhood author...
Even as we return to activities with family and friends, lessons we learned during the pandemic can help keep us connected with people we don’t see often. We should take what we’ve learned about congregating digitally – you’re a pro with Zoom, right?...
Key Takeaways Market still anticipating a faster Fed tightening cycle Political leaders will amplify pressures on OPEC+ Election results may encourage congressional compromise This month marks 30 years since the release of the Disney Classic, Beauty...
Remember, Remember The Importance of November Chris Bailey, European Strategist, Raymond James Investment Services “The month of November makes me feel that life is passing more quickly” – Henry Rollins October was generally a positive month...
THE BUDGET BACKGROUND Less than eight months ago, Rishi Sunak presented a Budget that was anticipating the ending of the pandemic’s impact on the UK economy. He announced extensions and end dates for the furlough scheme, the self-employed income...
Key Takeaways GDP is ‘old news’ vs. real-time activity metrics Biggest week of Q3 earnings season next week Company commentary focus: bottlenecks, demand & visibility Out with the old, in with the new! This is a phrase used in all walks of life...
Careful planning and open communication is critical for the successful transition of family wealth and values. You’ve achieved a certain level of success, and you understand that the privileges of significant wealth come with challenges in equal...
Key Takeaways US economy will gain momentum heading into 2022 Companies taking action to mitigate supply chain issues Productivity gains will keep margins at healthy levels Tomorrow is National Dictionary Day! Whether spoken or written, the power of...
Understanding your motivators can help you better control your wealth journey. Sensible about pounds and pennies? More carefree than careful? Planner or play-it-by-ear? Your money personality affects more than just your portfolio, it likely affects...
Key Takeaways Seasonal trends may shift to become a tailwind Stagflation scares overblown as economy remains resilient Comparison to 2011 debt ceiling crisis misplaced The fall season began a few weeks ago, and while the leaves and temperatures may...
The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: The World Awakens When Rubber Hits the Road U.S. Economic Outlook: Fiscal Policy Beyond The Pandemic Emerging Markets: An Uneven Recovery Biden’s...
Online services, important documents and family mementos can carry great value. Unlike tangible items like heirloom jewellery and vacation homes, or intangible but well-established considerations like financial securities and accounts, digital assets...
Key Takeaways The Fed exercises patience in policy adjustments yet again Government shutdowns have not led to dramatic declines Delta variant has not hindered consumer spending A September Slowdown? The US economy has had its foot on the gas pedal...
