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,...
November 1, 2021
In November’s Monthly Market Commentary titled ‘Remember, Remember The Importance of November’ Raymond James’ European Strategist Chris Bailey reflects on how October was generally a positive month for global equity markets and how the average third-quarter corporate earnings season figures were positively received – despite new concerns regarding gas prices and petrol availability.
Looking forward, we note that there will likely be much to discuss after the curtain closes on the eagerly anticipated COP26 meeting which began yesterday.
Remember, Remember The Importance of November – 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...