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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,...
November 5, 2024
Market Commentary – Raymond James: Silver Blaze
In this month’s Market Commentary, Raymond James’ European Strategist, Jeremy Batstone-Carr, considers the impacts of the UK Budget and the US election.
How will a significant rise in taxation and a multi-billion pound boost in public investment (offset by an even larger increase in borrowing) affect investments in the long term? And will the US election see the end of the traditional round of stock market weakness, whoever wins?