Insights
26/05/2023 Key Takeaways Headline risks on the debt ceiling will drive markets Focus will soon shift to The Fed’s updated dot plots Inflation trajectory still on a solid downward path As we head into Memorial Day weekend, the unofficial kick off to...
19/05/2023 Key Takeaways Positive signals on debt ceiling negotiations Disconnect between the Fed and bond market continues Continued pullback in discretionary spending The Ringling Brothers formed their first song-and-dance variety show to entertain...
12/05/2023 Key Takeaways Tighter lending standards still pose a risk The debt ceiling issue will get resolved The earnings outlook is improving This past Thursday was National Twilight Zone Day. For those of you who are unfamiliar, The Twilight Zone...
11/05/2023 A compelling plan to make a genuine impact on the world has a variety of components. A growing number of families are thinking “big picture” when it comes to both their financial and philanthropic planning. Through community support...
11/05/2023 Following the recent budget which saw the annual individual’s Capital Gains Tax (CGT) allowance reduced to £6,000 for the current (2023-24) tax year and to £3,000 from April 2024, Offshore Investment Bonds are looking increasingly...
05/05/2023 Key Takeaways Stocks and bonds perform well after the last rate hike The bar for cutting rates is higher than it has been in the past First-quarter earnings results have been better than feared Derby Day is almost here – the fastest two...
02/05/2023 By Jeremy Batstone-Carr, European Strategist, Raymond James UK Just like the ribbon tied to a piece of rope and pulled by strongly competing forces, financial markets have shifted this way and that over April, but to nothing like...
28/04/2023 Key Takeaways The Fed’s tightening cycle is coming to an end Concerns about the debt ceiling impasse are rising Mega-cap earnings will be key to watch Pro football’s long-awaited draft is here! This year’s 88th annual draft takes place in...
25/04/2023 Among the list of least-wanted heirlooms? Fancy dinnerware, dark brown furniture and sewing machines. With spring in the air, now is a popular time to organise and declutter. But if you’re making a list of items for your kids or grand-kids...
21/04/2023 Key Takeaways The U.S. earnings recession should be short-lived The Fed is unlikely to pivot to an easier policy this year The U.S. dollar’s supremacy is not coming to an end Over the next few weeks, the exciting professional hockey...
18/04/2023 The government collected £6.1bn in Inheritance Tax (IHT) bills for the 2021-2022 financial year – a 14% increase on the year before. With the banding frozen until 2028 following the 2022 Autumn budget, this will only continue to move...
April 2023 The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: Letter from the Chief Investment Officer Can the UK escape the economic slow lane? Labour force participation: Where did the workers go?...
How swimming prepared Ava Ceric for a career in finance “In long-distance competitive swimming, turning directions every 25 yards is the ultimate determiner of who wins the race. The swimming wall can be your asset or liability, depending on how you...
14/04/2023 Key Takeaways Mild recession expected in second half of 2023 10-year Treasury yields are headed lower Equity markets perform well after the Fed’s final rate hike Start me up! This iconic Rolling Stones song keeps racing through our minds...
Key Takeaways Winners don’t always stay on top Having a balanced offence and defence is key Stay focused on the long game This year’s men’s basketball tournament is one for the history books! Aside from the usual bracket busters and Cinderella...
Thinking holistically, helping collectively “If you can see it, you can be it.” That’s why Jenny Johnson, president and CEO of Franklin Templeton, believes a purpose-driven approach coupled with visible role models are essential in ensuring...
