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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,...
December 3, 2024
Market Commentary – Raymond James: “Seismic”
In this month’s Market Commentary, Raymond James’ European Strategist, Jeremy Batstone-Carr, considers the potentially seismic effect of the US election result on global markets, and China in particular, including some possible effects of the much-touted trade tariffs that have been promised for the coming year. And as the effects of the UK Budget become clearer, what is the potential for domestic inflation?