Investment Strategy Quarterly – Moving to the next stage

This latest Investment Strategy Quarterly discusses the current challenges and opportunities facing investors, shedding light on timely themes such as inflation, shifting global economies, and government bond performance.

Featured in this issue:

• Letter from the Chief Investment Officer
• Long-term inflation: Will the Fed get to 2%?
• India: Is geography destiny?
• The end of globalisation? Risks and opportunities of a new economic era
• Why have UK government bonds performed so poorly?
• Stock market divergence then and now

For the latest thoughts and insights from Raymond James, please click below:

March 10, 2026 in

General News Insights Research

The Last Mile of Disinflation: Why the Path Still Matters

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...

March 5, 2026 in

Financial Planning General News Insights Press Releases

What does the Spring Statement mean for your finances?

A summary Spring Statement article, breaking down the Chancellor’s recent announcement, outlining what it means for you and helping you to plan...

February 20, 2026 in

Insights Research

The New Regime: Inflation Volatility, Not Inflation Itself

For much of the last decade, investors operated in a fairly familiar world: inflation was low, interest rates were lower, and the dominant challenge...

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Investment Strategy Quarterly – Moving to the next stage

Related articles

The Last Mile of Disinflation: Why the Path Still Matters

What does the Spring Statement mean for your finances?

The New Regime: Inflation Volatility, Not Inflation Itself