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Responsible investment and stewardship report 2020
The latest from Rathbone Funds
Banks are very powerful, but very fragile. That’s because they are dependent on people and their ability to believe.
Trying to unpick the turmoil in the banking sector, the team discuss what happened in the last week or so and what it means for the future, and explain what action they’ve taken as a result. Their gaze then shifts to our fair shores as they ask whether, after a few years in the investment wilderness, the UK could be on the precipice of some structural changes that might support the economy and perhaps the equity market too.
A new deal for the Northern Irish border is imminent, bringing hope of greater clarity on Brexit for the UK. Meanwhile, the outlook for global inflation only gets foggier.
The war in Ukraine has caused misery in Eastern Europe, upended global trade and sharpened world politics. An era of cheap hydrocarbons is now behind us, and further energy shocks could be on the horizon.
Could David’s usual prediction of US stocks beating European ones come a cropper this year? The team also explain why US real estate investment trusts are a different ball game for them vs the UK market, and where there are some exciting opportunities. Finally, the team turn a loving, Valentine’s Day gaze towards European luxury goods giant LVMH and discuss just why the company’s resilient earnings are perhaps worth paying a pretty penny for.
After years of upheaval, huge stimulus and changing habits from work to play, the paths of economic growth and inflation disappear into a fog as thick as a February morning. That’s why we’re still cautious about 2023.
Markets were fanned higher by US monetary policy before getting driven backwards by contradictory economic winds. Uncertainty still reigns supreme.
Join head of regional sales Ben Johnson as he introduces the latest In Conversation series. This series of video updates are here to provide you with the most up-to-date insights; portfolio positioning, performance and outlook.
For Financial Advisers Only
It’s a manic week ahead, full of monetary policy, earnings and economic insights. Just the right time for a week of strikes to cause bedlam throughout the UK, from schools to railways.
Signs of economic weakness in America have bond investors hoping the US central bank will soon let up on its path of higher interest rates. But they might be a little early.