Contact Info

Raymond James Investment Services, 4100 Park Approach, Thorpe Park, Leeds, LS15 8GB.

Phone: 0113 350 8308

Mobile: 07921 253 573

News

Trade Like a Dragon, Tweet Like an Eagle

The “Wizard of Oz” celebrated a magical milestone in August, returning to the town of its original screening to commemorate its eightieth anniversary. Decades after its release, many of the movie’s characters and themes provide parallels to today’s economy and financial markets.

October 12th, 2019|

Back to school

I hope you enjoyed a good break over the summer holiday period, because there is a lot to think about over the final four months of 2019 and beyond.

September 3rd, 2019|

They just cannot get enough

The above is not a Presidential tweet but a musing from Donald rump’s time as a property baron and television personality. An experienced investor would undoubtedly agree – sometimes you have to walk away, take a loss or change a strategy.

September 3rd, 2019|

Investment Strategy Quarterly

Celebrating the 25-year anniversary of the Academy Award-winning movie Forrest Gump, we revisit many of the movie’s themes which remain relevant in today’s world. Forrest Gump’s mother always said that “Life was like a box of chocolates.” This memorable observation could just as easily be applied to the financial markets, as you never know what [...]

July 15th, 2019|

One of those months?

With ‘fast fashion’ being so prevalent in today’s world, perhaps we should not be surprised that Oscar Wilde’s dictum looks a little slow as the world only racked up four successively positive months before a reversal. May 2019 will not go down in the financial market almanacs as anything other than a shabby month, with [...]

June 13th, 2019|

Financial markets: never easy but always fascinating

Thinking about everyone’s favourite subject, it was striking to read that a well-known UK consumer confidence index indicator released in the last few days was flat for the third month in a row, with an accompanying write-up that included the comment that ‘despite political carry-on in the Westminster bubble with the clock ticking on Britain’s [...]

May 7th, 2019|

10 Years Bull Market Reckoning with Records

Despite numerous headwinds, 2019 is gearing up to be a celebratory year with record-breaking achievements on many financial and economic fronts. In particular, in the United States we just toasted the S&P 500 as it celebrated the ten-year anniversary of the secular bull market in March.

April 12th, 2019|

Welcome to March, a time in the past when I have gone all Shakespearean in my written musings and quoted the famous words imagined uttered to Julius Caesar before his assassination. It looks as if the Ides of March (typically regarded as the fifteenth day of the month) will be just after a series of [...]

March 7th, 2019|

Feel good

If anyone out there was predicting that January 2019 would be the strongest performance month for global equity markets in over seven years, I would be grateful if they could be pointed out to me as I would like to shake their hand.

February 8th, 2019|

Yorkshire Financial Awards 2019

We are delighted to announce that our Branch Principal, Rupert Forrest, has been shortlisted for Wealth Manager of the Year at the Yorkshire Financial Awards 2019. The award presentation is to be held on Thursday 21st February at The Royal Armouries in Leeds. We are very proud to have been shortlisted for this prestigious award [...]

January 29th, 2019|