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Research

November 3, 2020

Market Commentary – Raymond James: Optimism can be contagious too

Ewen Emmerson

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In the latest edition of Raymond James’ Monthly Market Commentary: Optimism can be contagious too, European Strategist Chris Bailey looks at how the combination of ‘hard facts’ and changeable sentiment have impacted October’s market movements, while Chinese equity markets are leading year-to-date performance charts, and that there’s a case to be made for an optimistic […]

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October 6, 2020

Investment Strategy Quarterly – An Interconnected World

Ewen Emmerson

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Featured in this issue: Trade, Disputes and November’s Election Race for the White House: The Home Stretch U.S. Economic Outlook – Through the Pandemic and Beyond November Japan: New Prime Minster, new opportunities? COVID-19 360: An Update Negative interest rates: Desirable or likely? For the latest thoughts and insights from our platform/research partner, Raymond James, […]

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September 2, 2020

Market Commentary – Raymond James: Feeling Lucky

Ewen Emmerson

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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 […]

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