The exit of President Bashir Assad from Syria has resulted in a bloodless revolution so far. However, could the uprising have an impact on oil markets?
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“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.
Autumn Budget Newsletter 2024
Our Autumn Budget Newsletter breaks down the Chancellor’s recent announcement, outlining what it means for you and helping you to plan for the upcoming calendar year.
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.
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Low notes and high notes
Our European Strategist, Jeremy Batstone-Carr reflects on the Bank of England’s interest rate cuts, Japan’s recent policy changes and market uncertainty surrounding the US election.
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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?
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City of Lights, Market of Opportunities
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.
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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.
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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.
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