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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,...
February 7, 2023
Market Commentary – Raymond James: “Six Characters in Search of an Author”
In this month’s Market Commentary, “Six Characters in Search of an Author”, Raymond James’ European Strategist, Jeremy Batstone-Carr, considers the impact of policy changes in China, plus a look at the UK equity market, the US dollar, and a spotlight on the world’s central bankers.
“Six Characters in Search of an Author” – Click here to read Monthly Market Commentary