Our latest Investment Strategy Quarterly gives you informed insights on the potential aftermath of the US election, the effects of AI on energy markets, changing global demographics and political unrest in Europe.
Raymond James, Richmond comes to Thomson House School in East Sheen!
Part of our mission at Raymond James, Richmond is to make investing and finance accessible to all. We make sure we communicate with you in ways that go beyond general statements and bland marketing emails. That’s why we’re out in the local community, telling people how we can add value and assist clients with their finances and investments. On June 15th, we were at Thomson House School Summer Fair, in East Sheen, meeting parents and teachers alike, discussing the value of investing in clear, simple language.
Taking Stock
It’s all about Artificial Intelligence!!
Further evidence of the snowballing investor interest in Artificial Intelligence came from our recent Raymond James Forum, held on 17th & 18th June, where a series of investor seminars were held. The most popular one appeared to be put on by T. Rowe Price: Generative Artificial Intelligence: The most important innovation since electricity?
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.
Taking Stock
The leading UK share index has just done something it has only done once before since 1984 – that is, 12 closing all-time highs in any rolling one-month period. The last time this happened was in January 2017.
‘Exuberance’ and ‘UK shares’ have rarely been mentioned in the same sentence for many years now. As the chart below shows, even with dividends reinvested, the MSCI United Kingdom index (black line) has significantly underperformed the US S&P 500 (red line) over the past ten years even with dividends reinvested!
Out With The New, In With The Old!
In this month’s Market Commentary, Jeremy Batstone-Carr, our European Strategist, reflects on the recent resurgence of the ‘old economy’ and examines whether the upswing in the UK stock market can be sustained.
Taking Stock
The Importance of Maintaining Balance!
Shares that make up a market index, such as the leading 100 share index in the UK, don’t all move together in unison on any given day. The headline index simply tells you at the end of the day what the average move of all the stocks were. But look under the hood, there are generally always stocks moving up or down in price.
Companies in an index are also different sizes – some are very large companies and others are small in comparison. However, very large stocks will have a big influence on the direction of an index. For example, according to MSCI, the top ten companies of the leading UK 100 share index account for just over 48%. This is a very high concentration – as the other 90 shares make up the rest. What happens to these ten companies is therefore vital to investors in this market.
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.
Spring Budget Newsletter 2024
Our Spring Budget Newsletter breaks down the Chancellor’s recent announcement, outlining what it means for you and helping you to plan for the new tax year – which is almost upon us.
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
Are the Chinese and Hong Kong stock markets ‘investable’?
Recently, there have been a number of articles from various sources, all with the same message – avoid Chinese and Hong Kong equities. These articles have cited that valuations of equities in these regions are ‘very low’ but there is no investor appetite to invest in these and therefore there is no certainty of stock market recoveries.
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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.
2024 Outlook
The first Investment Strategy Quarterly of the year discusses 10 themes for 2024, plus a look at bonds, energy security, and market performance in a presidential election year. Read all this and more in Investment Strategy Quarterly: 2024 Outlook.
Foundations for the future
In the last Monthly Market Commentary of the year, Raymond James’ European Strategist, Jeremy Batstone-Carr, looks back over November and discusses a shift in investor sentiment, contrasting economic performances, fiscal policy decisions in the UK and Europe, and more.
Autumn Statement Analysis 2023
Our Autumn Statement Analysis breaks down the Chancellor’s recent announcement, outlining what it means for you and helping you to plan for the upcoming calendar year.
Clouds of war shroud financial markets
In this month’s Market Commentary, Raymond James European Strategist, Jeremy Batstone-Carr, discusses the reactions of the financial markets to the conflict in the Middle East. Plus, a look at inflation and interest rates.
Sailing on strange seas
Our latest Investment Strategy Quarterly looks at various geopolitical and macroeconomic themes, including consumer debt and employment, pension planning, and next year’s US election. Read all this and more in Investment Strategy Quarterly: Sailing on strange seas.
The centre holds
In this month’s Market Commentary, Raymond James’ European Strategist, Jeremy Batstone-Carr, discusses the global financial markets, takes a look at the UK and US economies, plus he examines recent challenges in China.
Great Expectations
July has proved a strong month for investors in the financial markets, particularly across the stock markets of Western developed economies. Returns were generated against a backdrop of economic resilience, especially in the United States where, despite the Federal Reserve having raised interest rates in excess of 5.00%-points in little over a year, growth has persisted and even exceeded expectations.
Moving to the Next Stage
This year marks the 110th edition of the Tour de France, the most prestigious bicycle race in the world. And like the markets, the Tour is always challenging—and evolving. The three-week, grueling 2,200+ mile route changes every year and, surprisingly, starts in different countries—this year in Spain versus the UK, the Netherlands, Germany, Belgium, and Denmark over the previous five years! The point is, just like the Tour, economic and market cycles have different starting points, and no two routes are alike.
Mind the gap!
In this month’s Market Commentary, European Strategist, Jeremy Batstone-Carr, discusses inflation and affordability in the UK, debt ceiling negotiations and compromise in the US, plus how enthusiasm for artificial intelligence has shifted into overdrive, and more.
Tug of war
In this month’s Market Commentary, our European Strategist, Jeremy Batstone-Carr, discusses how the financial markets have proved to be resilient despite the push and pull of market forces, fast-moving geopolitics, and other pressures.
Time is on Our Side
Our latest Investment Strategy Quarterly provides informed insights into a turbulent market with analysis on economic situations at both home and abroad, the questions facing policymakers and investors, plus reasons to be optimistic in the long term. Read all this and more in Investment Strategy Quarterly: Time is on Our Side.
Budget Newsletter March 2023
Our Spring Budget Newsletter breaks down the Chancellor’s recent announcement, outlining what it means for you and helping you to plan for the new tax year – which is almost upon us.
