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| Change always matters in financial markets, and the simple question for international investors in 2018 is, “How much faith do you have in countries and companies outside the U.S.?” |
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| ISQ April 2018 - Asset Allocation |
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| Nicholas Lacy, CFA, Chief Portfolio Strategist |
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| “Areas of the world expected to see the greatest improvements in earnings, valuations, and economic growth should, in turn, earn the greatest market returns.” |
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| ISQ April 2018 - Despite Brexit |
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| Chris Bailey, European Strategist, Raymond James Euro Equities |
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| "Public sentiment is everything. With public sentiment, nothing can fail. Without it, nothing can succeed" - Abraham Lincoln |
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| ISQ April 2018 - Energy Outlook |
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| Pavel Molchanov, Senior Vice President, Energy Analyst, Equity Research |
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| Despite many fits and starts, the global oil market showed some strength in 2017, sustaining a recovery following the down cycle dating back to mid-2014. |
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| ISQ April 2018 - International Investment |
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| Chris Bailey, European Strategist, Raymond James Euro Equities |
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| "The larger the island of knowledge, the longer the shoreline of wonder" - Ralph W. Sockman |
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| ISQ April 2018 - Is Inflation On The Rise? |
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| Chris Bailey, European Strategist, Raymond James Euro Equities |
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| "By a continuing process of inflation, government can confiscate, secretly and unobserved, an important part of the wealth of their citizens" - John Maynard Keynes |
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| ISQ April 2018 - US Equity Outlook |
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| Andrew Adams, CFA, CMT, Senior Research Associate, Equity Research |
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| The somewhat arbitrary change of the calendar shouldn’t alter the underlying forward-looking expectations for the stock market – or provide much new insight into future winners and losers. |
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| Another election and lots of earnings |
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| Chris Bailey, European Strategist, Raymond James Euro Equities |
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| "'Elections are won by men and women chiefly because most people vote against somebody rather than for somebody" - Franklin Pierce Adams |
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| 1. ISQ April 2017 - Brexit |
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| The timetable for the next two years...and beyond? |
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"Very few conflicts in the history of the world have been satisfactorily concluded according to a published
timetable, because you lose all flexibility in dealing with your opponents" - William Hague |
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| 2. ISQ April 2017 - Themes to Watch |
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| Earnings are the driver of the equity markets over the long term |
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| Over the past couple of years, stagnant earnings growth played a major role in the equity market's failure to advance. Subsequently, positive earnings growth in the third quarter of 2016 played a role in the uptrend in stock prices. |
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| 3. ISQ April 2017 - Global Uncertainty |
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| A balances perspective for Worldwide concerns |
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| Chris Bailey, European Strategist, Raymond James Euro Equities*, infuses cautious optimism into worldwide concerns with a reminder not to let fear get the best of us. |
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| 4. ISQ April 2017 - U.S. Equities |
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| The Trump Effect? |
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| Andrew Adams, CMT, Senior Research Associate, Equity Research, shares how the U.S. equity market has responded to recent events and outlines future risks and opportunities. |
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| Confidence, policy normalisation and the importance of free trade |
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| The 2017 outlook is seen, by most economists, as a contest of two larger themes. One is the post-election optimism and expectations of pro-growth policies. |
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| 6. ISQ April 2017 - Emerging Markets |
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| Can the emerging markets remain hot for the rest of 2017 |
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| "This world is clearly emerging before our eyes. The shifts ahead, the opportunities ahead are massive" - Carly Fiorina |
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| 7. ISQ April 2017 - Inflation |
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| Inflation: Is it back? |
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| "Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair" - Sam Ewing |
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| Budget Newsletter |
March 2017 |
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| Changes to the budgets and statements |
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| This Budget was Mr Hammond's first – and last – Spring Budget. From now on Budgets will take place in Autumn and there will be a financial statement each Spring. Thus, the next Budget is probably a little over eight months away although, as 2016 revealed, much can happen even over such a brief period. |
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| Investment in knowledge |
February 2017 |
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| The UK stock market has not made heroic progress |
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| The UK stock market has not made heroic progress, but the Pound has started to firm up on the global foreign exchanges, and both global economic data as well as the corporate earnings results season indicate some general progress is being made. |
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| Investment Strategy #8 |
January 2017 |
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| The view from Europe |
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| Economic and financial market headwinds for the next six to twelve months include a strong dollar, rising interest rates and policy uncertainty. |
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| Rates, the Pound... and the Bank of England |
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| "Wherever you go, no matter what the weather, always bring your own sunshine." Anthony J. D'Angelo. |
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| Policy Uncertainty and Demographic Contraints |
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| Prior to the election, there was a growing consensus that demographic changes would be a major factor restraining economic growth in the US. |
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| 3. The UK Stock Market 2017 |
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| The Key to the UK Stock Market in 2017? |
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| Putting together an equities portfolio can be remarkably akin to choosing dining room furniture. The temptation is to choose one type of stocks or a single fund product that you are comfortable with. |
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| Markets in Transition |
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| Winter officially began on Wednesday, December 21, with the arrival of the winter solstice. Recall that solstice means "standing-still sun;" and on December 21 at 5:44 am (EST) the sun "stood still" over the Pacific Ocean at the Tropic of Capricorn. |
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| 5.International Equity Outlook |
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| With Reappraisal, Can Come Opportunity |
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| In the investment world, what should worry us most is rarely obvious. It's the unknown - for better or worse - that moves broad financial markets and individual investments. |
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A Tempered Trend for Interest Rates
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| Recent history has introduced several different, yet impactful phenomena to the bond market including central bank control, the move to energy independence, and now a shifting political picture. |
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A Tempered Trend for Interest Rates
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| Call protection, credit and duration will continue to be important bond characteristics in 2017. Although interest rates may continue to trend up beyond the time it takes for economic data to reflect any stimulus events, the aforementioned headwinds should keep the trend modest. |
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| Oil Recovers, Opportunities Arise |
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| This past year has not been an easy one for the global oil market. While oil prices have bounced from the 13-year lows reached during the first quarter of 2016... |
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| President-Elect: Trump: |
November 2016 |
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| The view from Europe |
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| Political watching from a European time zone in 2016 has all been about the hour from 2am to 3am (London
time). In late June, consensus expectations of a Brexit referendum 'remain' vote were quashed, as 'leave'
surprisingly triumphed... |
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| Budget Newsletter |
November 2016 |
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| The autumn statement |
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| The last Budget on 16 March now seems a distant memory from a past era. Back then the
Chancellor was George Osborne, the Prime Minister was David Cameron, the UK looked likely
to remain a member of the EU after 23 June... |
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| Investment Strategy #7 |
October 2016 |
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| Has the UK economy shrugged off the Brexit vote? |
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| Economic and financial market headwinds for the next six to twelve months include earnings growth, Federal Reserve policy, global
economic growth, the U.S. presidential election, and geopolitical uncertainty. |
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| Investment Strategy #6 |
July 2016 |
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| Opportunities for a Post-Brexit Britain |
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| Over the next several decades, countries and regions around the world will experience differing levels of economic growth and investment opportunity. |
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| Investment Strategy #5 |
April 2016 |
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| European referendum remain or leave? |
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| All investors are likely to agree that 'Brexit' is an ungainly word that is likely to be heard far too often in the remaining time before the European Union 'remain/leave' vote on 23 June. |
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| Budget Newsletter |
March 2016 |
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| The Budget Background |
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| This was Mr Osborne's third Budget within the space of a year, even if you disregard the quasi-
budget measures announced in November's Autumn Statement. |
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| Investment Strategy #4 |
January 2016 |
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| 2016: A year of worry or opportunity for investors? |
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| 2015 was hardly a classic year for most investors but it certainly represented a return to primacy of active investment acumen versus a more passive index-led approach. |
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| Budget Newsletter |
November 2015 |
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| The Autumn Statement |
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| After two Budgets so far in 2015, it might have been thought that the Chancellor had little
new to say this time around. However, that was never going to be the case. |
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| Investment Strategy #3 |
October 2015 |
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| China: Global perspectives on change and challenge... |
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China has been a key concern for investors in recent months. The country's stock market correction and currency adjustment added to market volatility worldwide. |
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| Six things to know |
Article added August 2015 |
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| to weather a market downturn |
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It can be unsettling for investors when their portfolios and the markets start heading into the red. Here are six investing
basics to keep in mind during volatile times. |
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| Investment Strategy #2 |
Article added July 2015 |
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| Greece matters for now... |
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May's decisive General Election victory for the conservatives has made the holding of an in/out referendum on Britain's membership of the European Union during the next couple of years a near inevitability. |
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| Budget Newsletter |
Article added July 2015 |
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| The Budget Background |
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Two months and a day after the general election, George Osborne presented his seventh Budget against a political background which few had expected in early May. |
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| Investment Report #1 |
Article added May 2015 |
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| Quarterly Investment Strategy UK Edition |
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The quarterly investment strategy is produced by Raymond James UK in collaboration with some of the leading Raymond James Analysts. |
| Read the full report > |
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| Awards |
Article added March 2015 |
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| Awards won by Raymond James |
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Raymond James investment Services have won a number of awards over the years from Aberdeen UK Platform Awards and Defaqto. |
| Learn more about our awards > |
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| Pension Freedom |
Article added March 2015 |
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| Pension Freedom Surgery |
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Raymond James, Pieter Burger Christopher Way from CRW Accountants Ltd are holding a free walk in surgery at Raymond James’ Branch office in Exmouth where you can ask any questions about pension freedom and the budget. |
| Learn more about Pension Freedom Surgery > |
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| Tips For Christmas |
Article Added December 2013 |
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| The backbone to our investment proposition |
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Our twelve tips for Christmas are all key elements we discuss with our clients on a regular basis and the backbone to our investment proposition. Find out more in this article. |
| See our tips for the year ahead > |
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| Rights Issue |
Article added October 2013 |
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| Are you unsure what right issues are? |
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Read this article to find out more about rights issue and information on how to calculate the maximum number of rights you can take up by selling some of you existing rights. |
| Learn more about Rights Issue > |
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| Tax |
Article added April 2013 |
|
| Is your tax income holding you hostage? |
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Investment bonds provide some tax benefits, but if held for a long time, they can also hold your income to hostage. This article may apply to people that have taken out an investment bond. |
| Learn more about tax income > |
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| Inflation |
Article added March 2013 |
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| Can seriously damage your wealth |
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A pensioner's lot is not a happy one and getting a lot less. Read more on this article for information and advice on equality markets and the new retail bond market. |
| Learn more about inflation > |
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