July 17, 2026 in
Owning It on Purpose
A companion to "The Concentration You Cannot See". Having seen how much of a typical portfolio quietly leans on artificial intelligence, the...
October 28, 2022
In this month’s Market Commentary, Raymond James’ European Strategist Jeremy Batstone-Carr, reflects on a tumultuous year as we head into the closing months of 2022.
With financial markets rocked by political turmoil in the UK, and as difficulties continue in Europe, East Asia and the US, he reminds us that while 2022 has not been without its challenges, it’s important for investors to look to the future.
Peace in our time? – Click here to read the Monthly Market Commentary
July 17, 2026 in
A companion to "The Concentration You Cannot See". Having seen how much of a typical portfolio quietly leans on artificial intelligence, the...
July 14, 2026 in
Why gold fell back this year even as the headlines turned darker, and what that tells us about what really moves the price. A BCM Investment...
April 9, 2026 in
We publish a full Investment Outlook each quarter for our clients. This one was due at the end of March. We held it back. The Gulf conflict was...