September 14, 2026 in
Three Futures, and Why We Cannot Yet Say Which One We Are In
Most of what gets written about artificial intelligence and the economy falls into one of two camps. Either it is a modest technology that will, in...
March 3, 2025
With the current US administration seemingly taking a sledgehammer to established norms, Raymond James’ European Strategist, Jeremy Batstone-Carr, considers the potential effects of tariffs, changing international relations, domestic increases in defence spending and more, on investments.
September 14, 2026 in
Most of what gets written about artificial intelligence and the economy falls into one of two camps. Either it is a modest technology that will, in...
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,...
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...