With the effects of the tariffs announced by Donald Trump in the White House Rose Garden still to play out, Raymond James European Strategist, Jeremy Batstone-Carr, considers some of the potential effects on the global economy.
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.
Spring Statement: What does it mean for your finances?
Our Spring Statement article highlights the key points from the Chancellor’s recent announcement, outlining what it means for you ahead of the upcoming tax year.
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.