Investment Strategy Quarterly – April 2025

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.

Sledgehammer

With the current US administration seemingly taking a sledgehammer to established norms, our European Strategist, Jeremy Batstone-Carr considers the potential effects of tariffs, changing international relations, domestic increases in defence spending and more, on investments.

Twin Peaks

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.

“Seismic”

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?

Silver Blaze

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.

Investment Strategy Quarterly – October 2024

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.

Taking Stock

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

The turning point?

Our European Strategist, Jeremy Batstone-Carr takes the monthly temperature of the global markets and asks – have we reached the turning point for investors holding broadly diversified portfolios?

Sizzle And Fizzle

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.

The Next Level Up

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.

Flying High

In this month’s Market Commentary, Raymond James European Strategist, Jeremy Batstone-Carr, looks back on the strong performance of many of the world’s leading markets, the ongoing popularity of investment in artificial intelligence, and whether this current stock market strength can last.

Taking Stock

Welcome to Raymond James Richmond!

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

Green Shoots

In the first Monthly Market Commentary of the year, Raymond James European Strategist, Jeremy Batstone-Carr, looks back on the largely positive start to the year for many of the world’s leading markets, the struggles of the Chinese economy, and areas for investors to consider for the coming months.