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,...
May 2, 2023
In this month’s Market Commentary, “Tug of war”, Raymond James’ European Strategist, Jeremy Batstone-Carr, discusses how the financial markets have proved to be resilient despite the push and pull of market forces, fast-moving geopolitics, and other pressures.
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...