Section 899 has been struck out of the US One Big Beautiful Bill legislation
The article explores what Section 899 could have meant for global markets and why its absence may prove just as significant as its original inclusion. This article originally appeared in Investment Strategy Quarterly – July 2025.
Investment Strategy Quarterly – July 2025
Our latest Investment Strategy Quarterly considers the complexities of today’s markets while drawing insights from the past. This edition includes the historic and current impact of tariffs, asks if the US still holds its safe-haven appeal for investors, and examines energy costs and AI. Closer to home, we take a look at Labour’s first year…
Raymond James, Thorpe Park Leeds – Wealth Manager of the Year Finalist
We are extremely proud to announce that Raymond James, Thorpe Park Leeds has been shortlisted for Wealth Manager of the Year by the Yorkshire Financial Awards. These awards recognise those who have made a significant impact in their field and speaks volumes of our team’s expertise, dedication and client-centric approach to providing a truly holistic…
Investment Strategy Quarterly – April 2025
The second Investment Strategy Quarterly of 2025 takes the lid off some of the big themes in global investments at the moment, including the Trump effect across tariffs, deregulation, deportations and more, as well as options for UK market resilience in the face of challenging times. We also take a look at potential strategies for…
Spring Statement: What does it mean for your finances?
Our Spring Statement article highlights the key points from the Chancellor’s recent announcement, outlining what it means for you ahead of the upcoming tax year.
Sledgehammer
With the current US administration seemingly taking a sledgehammer to established norms, our European Strategist, Jeremy Batstone-Carr considers the potential effects of tariffs, changing international relations, domestic increases in defence spending and more, on investments.
Twin Peaks
Jeremy Batstone-Carr, Raymond James European Strategist, takes a deep dive into some of last month’s destabilising activities including the potential ramifications of the new US administration’s campaign promises and the recent upset in the technology sector generated by China’s norm-busting AI model, DeepSeek.
Investment Strategy Quarterly – January 2025
Our first Investment Strategy Quarterly of 2025 brings insight and opinion including 10 themes to watch out for in the US this year, what we think we might expect from Trump 2.0, potential effects on the energy market as focus moves from geopolitics to the electric grid, what we know (and don’t know) about uncertainty,…
Will Syria trouble markets?
The exit of President Bashir Assad from Syria has resulted in a bloodless revolution so far. However, could the uprising have an impact on oil markets?
“Seismic”
Our European Strategist, Jeremy Batstone-Carr considers the potentially seismic effect of the US election result on global markets, and China in particular, including some possible effects of the much-touted trade tariffs that have been promised for the coming year. And as the effects of the UK Budget become clearer, what is the potential for domestic…