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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 5, 2025
Market Commentary – Raymond James: Twin Peaks
In this month’s Market Commentary, Raymond James’ European Strategist, Jeremy Batstone-Carr, takes a deep dive into some of last month’s destabilising activities including the potential ramifications of the new US administration’s campaign promises and the recent upset in the technology sector generated by China’s norm-busting AI model, DeepSeek.