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.
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.
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.
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.
Winter is coming, but greener pastures lie beyond
The summer months are typically characterised by limited news, thin trading volumes and illiquid conditions which, can serve to accentuate moves in financial asset prices both to the up and the downside. The summer of 2022 has proved an exception.
