With the effects of the tariffs announced by Donald Trump in the White House Rose Garden still to play out, Raymond James European Strategist, Jeremy Batstone-Carr, considers some of the potential effects on the global economy.
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 Europe and the case for industrial metals.
Read all this and more in Investment Strategy Quarterly: Markets on the Clock.
Investment Strategy Quarterly – October 2024
Our latest Investment Strategy Quarterly gives you informed insights on what we might expect from the recent change in UK government, options to consider in the run-up to the US election, the cost of tariffs and the reliability of the inverted yield curve.
Read all this and more in Investment Strategy Quarterly: The Great American Road Trip.
Low notes and high notes
Our European Strategist, Jeremy Batstone-Carr reflects on the Bank of England’s interest rate cuts, Japan’s recent policy changes and market uncertainty surrounding the US election.
The turning point?
Our European Strategist, Jeremy Batstone-Carr takes the monthly temperature of the global markets and asks – have we reached the turning point for investors holding broadly diversified portfolios?
City of Lights, Market of Opportunities
Our latest Investment Strategy Quarterly gives you informed insights on the potential aftermath of the US election, the effects of AI on energy markets, changing global demographics and political unrest in Europe.
Sizzle And Fizzle
In this month’s Market Commentary, our European Strategist, Jeremy Batstone-Carr, looks back on a ‘series of all-time highs’ for many global stock markets, efficient energy solutions needed to support the development of artificial intelligence, and potential impact of upcoming global elections on the financial markets.
Out With The New, In With The Old!
In this month’s Market Commentary, Jeremy Batstone-Carr, our European Strategist, reflects on the recent resurgence of the ‘old economy’ and examines whether the upswing in the UK stock market can be sustained.
Green Shoots
In the first Monthly Market Commentary of the year, Raymond James European Strategist, Jeremy Batstone-Carr, looks back on the largely positive start to the year for many of the world’s leading markets, the struggles of the Chinese economy, and areas for investors to consider for the coming months.
2024 Outlook
The first Investment Strategy Quarterly of the year discusses 10 themes for 2024, plus a look at bonds, energy security, and market performance in a presidential election year. Read all this and more in Investment Strategy Quarterly: 2024 Outlook.