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With US tariff negotiations still featuring heavily in the news, Raymond James European Strategist, Jeremy Batstone-Carr, considers recent developments and their potential effects on the global economy.

Despite stock markets making strong headway in May, uncertainty proved to be persistent. Our European Strategist, Jeremy Batstone-Carr considers the potential effects on the global economy.

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.

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.

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?

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.

This initiative aims to provide life-changing opportunities for disadvantaged young people across Newcastle through education support and outreach.

IntoUniversity is a pioneering charity that offers face-to-face educational support to over 50,000 underprivileged young people every year across 41 centres in the UK. Its mission is to tackle educational inequality by providing place-based programmes, meaning that centres are located in communities where young people are least likely to attend university and most likely to live in poverty.

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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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

In this month’s Market Commentary, Raymond James UK European Strategist, Jeremy Batstone-Carr, considers the impact of policy changes in China, plus a look at the UK equity market, the US dollar, and a spotlight on the world’s central bankers.

Our latest Investment Strategy Quarterly discusses the potential opportunities and challenges the new year may bring. With features broadly assessing the outlook for 2023, from an analysis of global developed markets to a search for context and opportunities against the backdrop of an economic slowdown. Read all this and more in Investment Strategy Quarterly: 2023 Outlook.

Financial markets continued their revival from the early summer lows through November as investors’ perceptions regarding the risks prevalent throughout 2022 diminished somewhat. That those risks had not disappeared completely was evidenced by violent protests breaking out across China at the end of the month in response to the new Chinese government’s apparent desire to persist with its aggressive “zero Covid” policy.

The line between Statements and Budgets has blurred in recent years. Chancellor Jeremy Hunt’s second major announcement was designated as an Autumn Statement, but it will have a greater financial impact than most Budgets. A broad range of tax increases and spending cuts ensures that will be the case, regardless of the Treasury branding.

Even those with the longest careers in the financial markets are struggling to remember a year quite as tumultuous as 2022 has proved to be. Military conflict in Ukraine and sabre-rattling over Taiwan have made headline news all year and served to intensify volatility across all international financial markets.