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,...
September 2, 2021
In September’s Monthly Market Commentary titled ‘The End of Summer, But Not The Year’ Raymond James’ European Strategist Chris Bailey discusses how financial progress has been made across Europe and that hopes of a return to pre-COVID norms seem closer than ever. How stock market success across the pond is encouraging yet questions remain regarding Federal Reserve stimulus and interest rate policy. And finally, looking east to how financial markets in China and Hong Kong have made progress during August, despite a range of new government announcements.
The End of Summer, But Not The 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...