May 1, 2026 in
Inflationary Now, Deflationary Later [Part 2]
Inflationary Now, Deflationary Later A BCM Investment Briefing The defining feature of this decade is not a single inflation level. It is...
March 1, 2024
In this month’s Market Commentary, Raymond James’ European Strategist, Jeremy Batstone-Carr, looks back on the strong performance of many of the world’s leading markets, the ongoing popularity of investment in artificial intelligence, and whether the current stock market strength can last.
May 1, 2026 in
Inflationary Now, Deflationary Later A BCM Investment Briefing The defining feature of this decade is not a single inflation level. It is...
April 23, 2026 in
Part One: The Age of Scarcity This piece has been in our planning since early in the year. We had intended to publish it as a forward-looking...
November 19, 2025 in
Most investors know copper as a workhorse material – in pipes, wiring and “the bits behind the walls”. It rarely gets the same attention as...