May 1, 2026 in
Inflationary Now, Deflationary Later [Part 2]
Inflationary Now, Deflationary Later A BCM Investment Briefing The defining feature of this decade is not a single inflation level. It is...
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.
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...
April 23, 2026 in
Part One: The Age of Scarcity This piece has been in our planning since early in the year. We had intended to publish it as a forward-looking...
November 19, 2025 in
Most investors know copper as a workhorse material – in pipes, wiring and “the bits behind the walls”. It rarely gets the same attention as...