I have a Cunning Plan!
…..which was often a phrase emanating from the hapless crew of Blackadder! It may sound bizarre, but could Donald Trump and the Republican Administration actually have a ‘cunning tariff plan’?
I have a Cunning Plan!
…..which was often a phrase emanating from the hapless crew of Blackadder! It may sound bizarre, but could Donald Trump and the Republican Administration actually have a ‘cunning tariff plan’?
The second Investment Strategy Quarterly of 2025 takes the lid off some of the big themes in global investments at the moment, including the Trump effect across tariffs, deregulation, deportations and more, as well as options for UK market resilience in the face of challenging times. We also take a look at potential strategies for Europe and the case for industrial metals.
Read all this and more in Investment Strategy Quarterly: Markets on the Clock.
The Importance of Maintaining Balance: Part 2!
In April 2024, I wrote a Taking Stock called ‘Mind your Balance’ – a reference to the ‘skew’ towards the US in global equity portfolios.
Raymond James, Richmond visits The Stoop: Harlequins 33 London Scottish 14
Following on from last September, London Scottish returned to The Stoop to face Harlequins in the 4th round of the Prem Cup.
Jeremy Batstone-Carr, Raymond James European Strategist, takes a deep dive into some of last month’s destabilizing activities including the potential ramifications of the new US administration’s campaign promises and the recent upset in the technology sector generated by China’s norm-busting AI model, DeepSeek.
Last weekend, over 20 local small businesses around Sheen & Richmond attended the Winter Wellness Fair at the Hare & Hounds, East Sheen.Continue reading
Our European Strategist, Jeremy Batstone-Carr considers the potentially seismic effect of the US election result on global markets, and China in particular, including some possible effects of the much-touted trade tariffs that have been promised for the coming year. And as the effects of the UK Budget become clearer, what is the potential for domestic inflation?
With the long-awaited UK Budget and the US election now upon us, Raymond James’ European Strategist, Jeremy Batstone-Carr, considers the potential effects of tax rises and increased public investment (as well as an increase in borrowing), along with some thoughts on the direction of the markets post-election.
Our latest Investment Strategy Quarterly gives you informed insights on what we might expect from the recent change in UK government, options to consider in the run-up to the US election, the cost of tariffs and the reliability of the inverted yield curve.
Read all this and more in Investment Strategy Quarterly: The Great American Road Trip.
Raymond James, Richmond visits The Stoop: Harlequins 35 London Scottish 0
Last weekend, the London Scottish Championship team visited The Stoop, home of the great Harlequins Premiership Rugby team, in a pre-season friendly that was sure to provide a fantastic spectacle! Raymond James, Richmond was very fortunate, courtesy of Charles Stanley, to have secured a box for the match – and Raymond James, Richmond clients were treated to an afternoon of French rosé, pizza and snacks. We were visited in our box by Josh Bellamy and Ben Waghorn, both Senior Academy players at Harlequins, and who helped England to victory over France in the U20 World cup this summer – an amazing achievement and two very fine, articulate young gentlemen sure to go far in the game!Continue reading
In this month’s Market Commentary, our European Strategist, Jeremy Batstone-Carr, looks back on a ‘series of all-time highs’ for many global stock markets, efficient energy solutions needed to support the development of artificial intelligence, and potential impact of upcoming global elections on the financial markets.
Our latest Investment Strategy Quarterly provides informed insights on what the US economy looks like post-pandemic, the improving UK economy, the changing prices of crops, and asks ‘Is the average stock still worth owning?’. Read all this and more in Investment Strategy Quarterly: The Next Level Up.
Raymond James Richmond opened its doors for business on 1st October 2023, offering bespoke portfolio investment management services and a very personal relationship to local residents and beyond. Our clients are placed at the heart of everything Raymond James, Richmond does.Continue reading