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,...
March 1, 2021
In his latest market commentary titled ‘Signs of an Early Spring’ Raymond James’ European Strategist Chris Bailey looks ahead with cautious optimism. While acknowledging that days are getting longer and global vaccine efforts are thriving, he warns it won’t all be plain sailing as global economies attempt to stabilise, countries begin dealing with debts caused by COVID-19 and the threat of rising inflation looms.
Signs of an Early Spring – 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...