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,...
September 2, 2020
In the latest edition of Raymond James’ Monthly Market Commentary: Feeling Lucky, European Strategist Chris Bailey discusses how traditional commentary for the month of September would ordinarily centre around a ‘natural reset’, this year he poses the simple question ‘Does the world feel lucky?’
This months’ commentary contains thoughts on market performance for August and an outlook for the remainder of 2020.
Feeling Lucky – Click here to read the Monthly Market Commentary
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...