IFA Exeter
Financial Blog   Investor Access
 
Home » IFA News > IFA Exeter  
IFA Exeter
 
Should we Expect the Usual Seasonal Strength?
Chris Bailey, European Strategist, Raymond James Euro Equities*
 
"There are many factors which induce volatility in stock markets and also, at any one time, many potential worries for investors. Issues such as tensions building in the Korean Penisular do cast a long shadow but are difficult to predict..."
Read the full report >
   
Q&A: US Company Consolidation
Andrew Adams, CMT, Senior Research Associate, Equity Research
 
"The US stock market is shrinking in terms of the number of publicly traded companies, a fact that is both a result of, and contributing factor to, the increasing importance of a select few, large companies..."
Read the full report >
       
       
Mrs Merkel and the Future of Europe
Chris Bailey, European Strategist, Raymond James Euro Equities*
 
"In the hard knocks world of politics, Angela Merkel looks likely to go down in history, as undefeated in Chancellorship elections as Floyd Mayweather was in the ring..."
Read the full report >
   
All Quiet on the Market Front?
Kristin Byrnes and Peter Greenberger
 
"The equity markets are the quietest they’ve been in nearly half a century, prompting industry pundits and investors alike to question why this might be and what it means for the markets going forward..."
Read the full report >
       
       
Is the Bank of England on the cusp of tightening policy?
Chris Bailey, European Strategist, Raymond James Euro Equities*
 
"Lower interest rates are usually considered good for stocks because they lower the cost of borrowing and make bonds a less attractive alternative investment" - Alex Berenson
Read the full report >
   
Federal Reserve Policy: What's Next?
Scott J. Brown, Ph.D., Chief Economist, Equity Research
 
"Federal Reserve (Fed) officials continue to emphasise that monetary policy will remain data dependent. While the pace is uncertain, short-term interest rates are expected to rise gradually over the next couple of years..."
Read the full report >
       
       
After Holidays It Is Game Time
Chris Bailey, European Strategist, Raymond James Euro Equities*
 
"If your plan is for one year, plant rice. If your plan is for ten years, plant trees. If your plan is for one hundred years, educate children" - Confucius
Read the full report >
   
US Economic Growth
Andrew Adams, CMT, Senior Research Associate, Equity Research
 
"To some, this Jetsons-esque level of technological involvement is frightening, while others see it as the natural evolution of our increasingly connected society..."
Read the full report >
       
       
Will Macron and Merkel Save the EU?
Chris Bailey, European Strategist, Raymond James Euro Equities*
 
"Don't build a glass house if you're worried about saving money on heating" - Philip Johnson
Read the full report >
   
The Byte-Sized Economy
Andrew Adams, CMT, Senior Research Associate, Equity Research
 
"To some, this Jetsons-esque level of technological involvement is frightening, while others see it as the natural evolution of our increasingly connected society..."
Read the full report >
       
       
General Election Result: Good or Bad
Chris Bailey, European Strategist, Raymond James Euro Equities
 
"There is no stimulus like that which comes from the "Whenever you find yourself on the side of the majority, it is time to pause and reflect" - Mark Twain
Read the full report >
   
2017 Themes to Watch
Chris Bailey, European Strategist, Raymond James Euro Equities
 
"Is China the new champion of globalization? They may be leading the way for the global economy, and these insights share how..."
Read the full report >
       
       
Stimulus Cut-back
Chris Bailey, European Strategist, Raymond James Euro Equities
 
"There is no stimulus like that which comes from the consciousness of knowing that others believe in us" - Orison Swett Marden
Read the full report >
   
Q&A: The Future of Fuel
Pavel Molchanov, Senior Vice President, Energy Analyst
 
"Electric vehicles ("EV") are probably the highest-profile example of new technology that can reduce oil demand, even though they will not become needle-moving for oil demand for a long time..."
Read the full report >
       
       
It's a small world...
Kristin Byrnes, Committee Vice-Chair, Product Strategy Analyst
 
"'Innovation and technology have been propelling society forward since the discovery of fire, as curiosity compels us to solve problems and improve efficiencies..."
Read the full report >
   
UK election June 2017: May-hem
Chris Bailey, European Strategist, Raymond James Euro Equities
 
"I went through absolute stress and mayhem. I couldn't go out, because people were constantly on my back all the time" - Cher
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
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
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.
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.
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.
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.
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
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
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.
Read the full report >
   
Investment in knowledge February 2017
The view from Europe
 
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.
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.
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.
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.
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 tyoe of stocks or a single fund product that you are comfortable with.
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.
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.
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.
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 refect any stimulus events, the aforementioned headwinds should keep the trend modest.
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...
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 >
       
 
Invest Together
 
 
For your future
For income
In Retirement
For long term care
For estate planning
Investment proposition
Home
About us
News
Videos
Contact us
Financial Advisor Exeter
Independent Financial Advisor Exeter Independent Financial Advisor Exeter
Contact our offices for investment advice and planning
 
 
Exeter Offices | Tel: 01404 598 373
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Cheltenham Offices | Tel: 01242 807 455
6 Bath Mews, Bath Parade, Cheltenham, GL53 7HL
Colyton Offices | Tel: 01297578460 
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Exmouth Offices | Tel: 01395 542 551 
32 Rolle Street, Exmouth, Devon EX8 2SH
 
 
 

Raymond James Investment Services Limited is a member of the London Stock Exchange and
is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657. Registered office: Broadwalk House 5 Appold Street London EC2A2AG. | RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc. | Legal Disclosures
 
Devon Web Design | Web marketing & Design