Insights
17/11/2023 Key Takeaways U.S. economic growth continues to outpace other G7 nations Strong labour market should cushion next downturn Disinflationary trends remain intact On behalf of the Investment Strategy team, we extend our sincerest wishes for a...
5/11/2023 Caitlyn Salloum is on a mission to give women confidence in financial conversations. Caitlyn Salloum was dishing out financial advice as a teen in high school. “I remember coming home from my economics class and telling my mom we...
10/11/2023 Key Takeaways S&P 500 companies experienced tepid sales growth Many companies report the consumer is starting to pull back Fundamentals support mega-cap tech’s strong gains Good news – the earnings recession is over! After three...
07/11/2023 What is it? An artificial intelligence, AI, is a system built to respond to complex stimuli with coherent, seemingly logical and internally motivated responses. In short, it seems to think, performing complex creative and analytical tasks...
03/11/2023 Key Takeaways Economic growth will slow in the coming quarters Labour market strength is easing Disinflationary trend remains intact Happy National Cliché Day! Who knew there was a day dedicated to celebrate the often vague (although...
01/11/2023 By Jeremy Batstone-Carr, European Strategist, Raymond James UK The month of October has a notorious reputation for those invested in financial market assets. The crash of 1987 and before it the Wall Street crash of 1929 spring readily to...
31/10/2023 Dealing with inflation and a bear market as you near retirement. It’s hard to see your portfolio dip and not panic – especially as you near retirement. Coupled with record inflation, a dip might tempt you to sell your investments to drive...
27/10/2023 Key Takeaways Favourable seasonals should provide a tailwind The market may be misinterpreting mega earnings Contrarian catalyst as sentiment has turned bearish Much like Halloween, it has been a scary time for investors – with the S&P...
26/10/2023 Age may just be a number, but when it comes to retirement, it matters. Retirement is a time meant for enjoying life without the pressure of work. For some, that means rediscovering life with their partner. For others, it means room to dig...
20/10/2023 Key Takeaways Mild recession remains our base case Headwinds are building for the consumer Surging borrowing costs pose a risk This week we celebrated National Mulligan Day – a day everyone gets a ‘do over’ or a second chance. I’m sure...
19/10/2023 While extravagant holidays are great, you don’t need to spend a lot of money to make meaningful memories with your loved ones. A slow morning on the first day of autumn. Baking cakes with the little ones. A great meal surrounded by close...
06/10/2023 Key Takeaways Bonds are not rallying with positive inflation news Poor technicals are driving market moves Dysfunction in Washington remains a wild card Swing and a miss! This week marks the start of post-season baseball—America’s...
05/10/2023 Ed Mills, Managing Director, Washington Policy Analyst Key Takeaways The 25th anniversary of the collapse of Long Term Capital Management ushered in a transformative period of unconventional monetary policy. Pandemic-era policies induced a...
05/10/2023 Professor Jeremy Batstone-Carr, European Strategist Raymond James Investment Services Ltd Key Takeaways The 25th anniversary of the collapse of Long Term Capital Management ushered in a transformative period of unconventional monetary...
29/09/2023 Key Takeaways Consumer spending fog is rolling in Still calling for lower long-term Treasury yields Modest upside for equities is expected from current levels Sailing on Strange Seas! Traditional indicators have been flashing warning...
25/09/2023 Adapting your style to the norms of another culture isn’t being inauthentic – it’s just smart business. “Don’t you even care enough about me to write your name?” If you’ve ever written a short email response with no greeting or signature...
