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News from
Independent Financial Advisor Cheltenham
 
2018 Themes To Watch
 
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.?”
IFAs Exeter Devons Read the full report >
   
ISQ April 2018 - Asset Allocation
Nicholas Lacy, CFA, Chief Portfolio Strategist
 
“Areas of the world expected to see the greatest improvements in earnings, valuations, and economic growth should, in turn, earn the greatest market returns.”
IFAs Exeter Devons Read the full report >
       
       
ISQ April 2018 - Despite Brexit
Chris Bailey, European Strategist, Raymond James Euro Equities
 
"Public sentiment is everything. With public sentiment, nothing can fail. Without it, nothing can succeed" - Abraham Lincoln
IFAs Exeter Devons Read the full report >
   
ISQ April 2018 - Energy Outlook
Pavel Molchanov, Senior Vice President, Energy Analyst, Equity Research
 
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.
IFAs Exeter Devons Read the full report >
       
       
ISQ April 2018 - International Investment
Chris Bailey, European Strategist, Raymond James Euro Equities
 
"The larger the island of knowledge, the longer the shoreline of wonder" - Ralph W. Sockman
IFAs Exeter Devons Read the full report >
   
ISQ April 2018 - Is Inflation On The Rise?
Chris Bailey, European Strategist, Raymond James Euro Equities
 
"By a continuing process of inflation, government can confiscate, secretly and unobserved, an important part of the wealth of their citizens" - John Maynard Keynes
IFAs Exeter Devons Read the full report >
       
       
ISQ April 2018 - US Equity Outlook
Andrew Adams, CFA, CMT, Senior Research Associate, Equity Research
 
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.
IFAs Exeter Devons Read the full report >
   
Another election and lots of earnings
Chris Bailey, European Strategist, Raymond James Euro Equities
 
"'Elections are won by men and women chiefly because most people vote against somebody rather than for somebody" - Franklin Pierce Adams
IFAs Exeter Devons Read the full report >
       
       
1. ISQ April 2017 - Brexit
The timetable for the next two years...and beyond?
 
"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
IFAs Exeter Devons Read the full report >
   
2. ISQ April 2017 - Themes to Watch
Earnings are the driver of the equity markets over the long term
 
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.
IFAs Exeter Devons Read the full report >
       
       
3. ISQ April 2017 - Global Uncertainty
A balances perspective for Worldwide concerns
 
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.
IFAs Exeter Devons Read the full report >
   
4. ISQ April 2017 - U.S. Equities
The Trump Effect?
 
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.
IFAs Exeter Devons Read the full report >
       
       
5. ISQ April 2017 - Q&A
Confidence, policy normalisation and the importance of free trade
 
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.
IFAs Exeter Devons Read the full report >
   
6. ISQ April 2017 - Emerging Markets
Can the emerging markets remain hot for the rest of 2017
 
"This world is clearly emerging before our eyes. The shifts ahead, the opportunities ahead are massive" - Carly Fiorina
IFAs Exeter Devons Read the full report >
       
       
7. ISQ April 2017 - Inflation  
Inflation: Is it back?
 
"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
IFAs Exeter Devons Read the full report >
   
Budget Newsletter March 2017
Changes to the budgets and statements
 
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.
IFAs Exeter Devons Read the full report >
       
       
Investment in knowledge February 2017
The UK stock market has not made heroic progress
 
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.
IFAs Exeter Devons Read the full report >
   
Investment Strategy #8 January 2017
The view from Europe
 
Economic and financial market headwinds for the next six to twelve months include a strong dollar, rising interest rates and policy uncertainty.
IFAs Exeter Devons Read the full report >
       
       
1. 2017 Economic Outlook  
Rates, the Pound... and the Bank of England
 
"Wherever you go, no matter what the weather, always bring your own sunshine." Anthony J. D'Angelo.
IFAs Exeter Devons Read the full report >
   
2. US Economic Outlook  
Policy Uncertainty and Demographic Contraints
 
Prior to the election, there was a growing consensus that demographic changes would be a major factor restraining economic growth in the US.
IFAs Exeter Devons Read the full report >
       
       
3. The UK Stock Market 2017  
The Key to the UK Stock Market in 2017?
 
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.
IFAs Exeter Devons Read the full report >
   
4. US Equity Outlook  
Markets in Transition
 
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.
IFAs Exeter Devons Read the full report >
       
       
5.International Equity Outlook  
With Reappraisal, Can Come Opportunity
 
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.
IFAs Exeter Devons Read the full report >
   
6.Fixed Income Outlook  
A Tempered Trend for Interest Rates
 
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.
IFAs Exeter Devons Read the full report >
       
       
7.Fixed Income Outlook  
A Tempered Trend for Interest Rates
 
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.
IFAs Exeter Devons Read the full report >
   
8.Energy Outlook  
Oil Recovers, Opportunities Arise
 
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...
IFAs Exeter Devons Read the full report >
       
       
President-Elect: Trump: November 2016
The view from Europe
 
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...
Read the full report >
   
Budget Newsletter November 2016
The autumn statement
 
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...
IFAs Exeter Devons Read the full report >
       
       
Investment Strategy #7 October 2016
Has the UK economy shrugged off the Brexit vote?
 
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.
IFAs Exeter Devons Read the full report >
   
Investment Strategy #6 July 2016
Opportunities for a Post-Brexit Britain
 
Over the next several decades, countries and regions around the world will experience differing levels of economic growth and investment opportunity.
IFAs Exeter Devons Read the full report >
       
       
Investment Strategy #5 April 2016
European referendum remain or leave?
 
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.
IFAs Exeter Devons Read the full report >
   
Budget Newsletter March 2016
The Budget Background
 
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.
IFAs Exeter Devons Read the full report >
       
       
Investment Strategy #4 January 2016
2016: A year of worry or opportunity for investors?
 
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.
IFA Exeter Read the full report >
   
Budget Newsletter November 2015
The Autumn Statement
 
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.
IFA Exeter Read the full report >
       
       
Investment Strategy #3 October 2015
China: Global perspectives on change and challenge...
 

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.

IFA Exeter Read the full report >
   
Six things to know Article added August 2015
to weather a market downturn
 

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.

Read the full report >
       
       
Investment Strategy #2 Article added July 2015
Greece matters for now...
 

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.

IFA Exeter Read the full report >
   
Budget Newsletter Article added July 2015
The Budget Background
 

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.

IFA Exeter Read the full report >
       
       
Investment Report #1 Article added May 2015
Quarterly Investment Strategy UK Edition
 

The quarterly investment strategy is produced by Raymond James UK in collaboration with some of the leading Raymond James Analysts.

Read the full report >
   
Awards Article added March 2015
Awards won by Raymond James
 

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 >
       
       
Pension Freedom Article added March 2015
Pension Freedom Surgery
 

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 >
   
Tips For Christmas Article Added December 2013
The backbone to our investment proposition
 

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 >
       
       
Rights Issue Article added October 2013
Are you unsure what right issues are?
 

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 >
   
Tax Article added April 2013
Is your tax income holding you hostage?
 

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 >
       
       
Inflation Article added March 2013
Can seriously damage your wealth
 

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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Tel: 01395 207 350
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