Economic and market insight
Review of the week
Review of the week: The king of viruses?
An aggressive flu has disrupted the Chinese New Year and put the world on high alert. Chief investment officer Julian Chillingworth thinks it’s a bit early to panic, but that could soon be overtaken by a fast-moving virus.
6 mins
Review of the week: America first
China and the US have signed a one-sided trade deal that has got investors excited about the year ahead. Chief investment officer Julian Chillingworth notes recession concerns have been well and truly supplanted.
6 mins
Review of the week: Sky rockets in flight
Stock markets went bananas last year as China and the US appeared to finally agree on trade. But then the killing of a top Iranian general set off geopolitical fireworks. Chief investment officer Julian Chillingworth mulls the consequences.
7 mins
Review of the week : A Christmas Carol
Boris Johnson has won a strong mandate to get on with his Brexit deal, sending sterling shooting higher. But there’s something unusual going on with UK stocks, notes chief investment officer Julian Chillingworth.
5 mins
Crunch time (again)
We don’t know about you, but over the past year or so we got into the habit of buying our travel money extremely far in advance of holidays.
7 mins
In process we trust
A strong investment process is what gets you through ragged markets without making hasty, terrible decisions. But have you actually got a process, or is it simply a bunch of preferences?
3 mins
How to handle hammer time…
When markets get hammered, everything trades together explains business development executive Julianne Smith. And this may open up opportunities for savvy investors.
3 mins
Ice cream is for eating
Some companies are confused about the purpose of purpose, argues David Coombs, our head of multi-asset investments. Products and services should be tailored to their customers, not to fuzzy marketing slogans.
4 mins
Can UK equity income shake off its dinosaur image?
Rathbone Income Fund co-manager Carl Stick explains why he believes the UK equity income sector remains a compelling alternative to more highly valued, crowded alternatives.
3 mins
2022: The year ahead. Maybe?
You’d think that two years of pandemic-induced uncertainty would persuade David Coombs to stop trying to predict the future, yet here we are. Our head of multi-assets gives his lucky dice another blow…
1 min
Not a Christmas quiz
The battle between personal freedom and governmental control is extremely important for economic performance, argues David Coombs, our head of multi-asset investments. It affects consumption, inflation, the currency and investment.
4 mins
How green was your Black Friday?
Lots of companies have lofty green goals, but Rathbone Ethical Bond Fund manager Noelle Cazalis thinks many should be more accountable about their success in meeting them.
4 mins
The blue economy
The ocean makes up 70% of our planet’s surface, yet it gets nowhere near the attention it deserves. Our sustainable multi-asset investment specialist, Rahab Paracha, looks at the next frontier of sustainable action.
4 mins
Own the tent not the circus
COP26 has produced a lot of hot air, argues our head of multi-asset investments David Coombs, and that’s half the climate problem facing the world. The other half is empty gestures and a lack of action.
4 mins
Will it be a good COP?
The eyes of the world are watching the COP26 global climate summit in Glasgow. As the parties begin their deliberations this week in Glasgow, Matt Crossman concludes this two-part series by laying out what needs to happen.
3 mins
Cult classic
Scaredy-cat David Coombs, our head of multi-asset investments, explains why assets with overly reverent devotees give him the creeps.
4 mins
Good COP, bad COP?
The eyes of the world will be watching the COP26 global climate summit next week. Our stewardship director Matt Crossman asks: what will make it a good COP? And how will we know if it’s a bad one?
2 mins