September 11, 2026 in
Who Is Really Paying for the AI Boom?
We have written before about how concentrated an ordinary, diversified portfolio has quietly become in a handful of very large technology companies,...
December 2, 2020
In the latest edition of Raymond James’ Monthly Market Commentary: The curtain falls on a tumultuous year, Interim European Strategist Jeremy Batstone–Carr reviews the final act of 2020. He discusses the conflict between the US and China; key players going into the New Year, the promise of a vaccine boosting optimism and the crucial role of central banks over the past year.
The curtain falls on a tumultuous year – Click here to read the Monthly Market Commentary
September 11, 2026 in
We have written before about how concentrated an ordinary, diversified portfolio has quietly become in a handful of very large technology companies,...
August 26, 2026 in
For the better part of fifteen years, a UK government bond was a wonderfully calm thing to own. Interest rates had settled at levels not seen for...
March 10, 2026 in
Inflation has cooled meaningfully from the peaks of the last two years. That is good news, and it is clearly visible in the headline numbers across...