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.
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The easy fix that could spare thousands of middle-class families from inheritance tax
Andy Butcher provided comments on areas to be considered regarding Inheritance tax with The Telegraph.
How inheritance tax punishes the families of those who die young
The easy fix that could spare thousands of middle-class families from inheritance tax
There are various ways to reduce one’s IHT liability. If you would like to discuss this further, please do not hesitate to contact us.
Please note that you are required to register with the Telegraph in order to read the full article. We are not affiliated with The Telegraph and the views and information expressed on their website are their own.
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.
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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.
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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.
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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.
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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.
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When the balloon goes up
In this month’s Market Commentary, Raymond James UK European Strategist, Jeremy Batstone-Carr, discusses a new term in the financial lexicon, a change in the market’s tone and why, despite the challenges ahead, there is cause for optimism in the long run.
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Money Makeover: ‘My parents left me £800,000 – can I tick off my bucket list as well as pay down my debts?
Andy Butcher spoke with the Telegraph to run through a cash flow planning exercise for a reader.
The full article can be accessed here.
If you would like to book a cash flow planning session or discuss your general financial position, please do not hesitate to contact us.
Please note that you are required to register with the Telegraph in order to read the full article. We are not affiliated with The Telegraph and the views and information expressed on their website are their own.