Jonathan Raymond
@JonathanRaym
Welsh. Investment Manager at @QuilterCheviot. Farmer's son and sports lover. Tweets not investment advice
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2026: Are you prepared for the year ahead? As 2026 begins, it’s time to cast one eye backwards and the other forwards. Backwards to see what learnings can be taken from the year that’s gone. Forwards to identify what key trends will shape markets in the year ahead and how…
Pet peeve: people asking if I had a nice Christmas when it’s actually still Christmas.
The recent modest weakness in US equity markets is leading to a widening gap between performance of the US market in 2025 when compared to everywhere else. Big Q is whether RoW outperformance continues into 2026? A lot hinges on the Dollar and the AI trade IMO.
If anyone in London was wondering where all of Gen X were last night, I can confirm they were at the O2 reliving their youth. It all went a bit @petetong!
Wet old day here in the City of London but St Paul’s still looking a picture ⛪️
Shame about the result but a cracking day out in Cardiff all the same at the @QuilterNations Wales vs NZ.
UK Government Bond yields not enjoying the reports of a screeching U-Turn on the potential rise in income tax - yields up 10bps across the curve. Total shambles and even more damaging to confidence.
Worthwhile thread. This stuff really matters.
Here's a chart of the marginal tax rate for someone with two kids. They pay 53% tax on every £ they earn between £60k and £80k. 62% on every £ they earn between £100k and £125k. 9% more if they've a student loan (See all the detail in our calculator, pinned to my profile)
As the Footsie approaches the 10k mark, many ask why the London market is performing so well 📈🇬🇧 The top 3 companies make up nearly 25% of the entire market and, for their own reasons, are all performing really well. AstraZeneca - good growth and strong new drug pipeline.…
Nasty set of UK Labour market data this morning: - 1. Number of people employed down 2. Unemployment rising 3. Wages growth decelerating Bond yields, the pound and interest rate expectations all down accordingly.
United States Trends
- 1. Scott Adams N/A
- 2. The Jupiter N/A
- 3. FINALLY DID IT N/A
- 4. Dilbert N/A
- 5. #TicTacToe2026 N/A
- 6. Arenado N/A
- 7. Clintons N/A
- 8. Disgraced N/A
- 9. Deadpool N/A
- 10. People Magazine N/A
- 11. Bill Clinton N/A
- 12. #IranMassacre N/A
- 13. Jim Jordan N/A
- 14. Diamondbacks N/A
- 15. Victoria Edel N/A
- 16. Hillary Clinton N/A
- 17. Jack Martinez N/A
- 18. Arlington N/A
- 19. NL West N/A
- 20. Supreme Court N/A
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