Insights

Five potential market-moving events to be mindful of

26/04/2024 Key Takeaways Powell’s Press Conference Next Week Will Be Key All Eyes On The Quarterly Refunding Announcement Will The Labour Market’s Resilience Continue? Welcome to pro football’s draft—the most anticipated three-day event ahead of the...

Take back your time

25/03/2024 Rethinking how you schedule your days can set you free. While some things may be out of our control, much of our life comprises the choices we make – including how we manage our time, or don’t. Our drive for productivity has us so caught...

How have markets and the economy performed in 2024?

22/03/2024 Key Takeaways U.S. economic growth is still on solid ground Bonds give back some of last year’s gains Equity markets are off to  best start since 2019 Happy National Cleaning Week! Who knew there was a week dedicated to celebrating the...

Create a workplace that energises

20/03/2024 Working in a Zen-like environment could lead to less stress, greater productivity and on-the-job happiness. Over the course of a lifetime, the average person spends more than 90,000 hours working. So whether you’re working from home (over...

Make data privacy a priority in 2024

18/03/2024 As our lives become more digitally integrated, our data becomes more valuable.   Often, data collectors say that the vast amount of information they take in is tightly secured or anonymised before it is packaged and resold. However...

U.S. economic growth has defied the odds

15/03/2024 Key Takeaways U.S. economic growth has defied the odds The labour market is off to a strong start to the year The road to 2% inflation may be bumpy, but is still intact Happy Saint Patrick’s Day and the first day of spring – two...

Why the equity market should move higher over the next 12 months

08/03/2024 Key Takeaways Strong rally suggests muted gains going forward Elevated valuations suggest market priced to perfection Investor sentiment becoming increasingly optimistic Don’t forget to turn your clocks forward early Sunday morning! That’s...

Spring Budget Newsletter 2024

08/03/2024 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 newsletter...

Lessons from famous female philanthropists

05/03/2024 How we can give big – and give smart.   MacKenzie Scott made headlines when she gave part of her Amazon fortune away after divorcing Amazon founder Jeff Bezos. And she’s not the only woman who’s made waves in the philanthropy space...

Employment report holds the key to where growth is heading

01/03/2024 Key Takeaways Jobs report holds the key to where growth is heading Powell’s testimony to Congress may provide insights President Biden needs to talk up his record at the SOTU Hello March! As we turn the chapter on February and transition...

Flying High

01/03/2024 By Jeremy Batstone-Carr, European Strategist, Raymond James UK ‘Oh, I have slipped the surly bonds of earth, and danced the skies on laughter-silvered wings’ John Gillespie Magee Jr. Is this the best start to any year for stock markets...

Corporate Responsibility Report 2023

29/02/2024 Through fiscal year 2023, we maintained focus on people, environmental, social and governance opportunities as we sought to build a more sustainable future for clients, associates, wealth managers and the communities we serve. Learn more...

How have markets and economy evolved since the last leap year?

23/02/2024 Key Takeaways Stocks have continued to leap higher Bonds still have not recovered from their losses Economic growth has not skipped a beat We’re having another leap year! This year, February will include another day – the ‘bonus’ day that...

Emerge stronger after failure

16/02/2024 How to be more resilient in the face of defeat. Have you ever experienced that feeling of dread that washes over you when you fail at something? It’s not uncommon. In fact, it’s natural. Our body reacts to all kinds of feelings, and...

The equity market endures, regardless of who is in office

16/02/2024 Key Takeaways Perception versus reality remains a challenge for Biden Fed policymakers are not influenced by politics The equity market endures regardless of who is in office Ready for the long holiday weekend? The origins of Presidents...

A guide to managing money in marriage

14/02/2024 Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage. How often do you and your partner reach a mutually agreeable choice when it comes to your wealth and finances? An article...
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