Politics brought a bit of joy to investors last week, with headway made in both the trade war and Brexit. A few more happy surprises could break the gloom, notes our chief investment officer, Julian Chillingworth. Bond investors should be warned.
Bond markets should be an investor’s safe haven, but in today’s world things aren’t as simple as they used to be. Rathbone High Quality Bond Fund manager Noelle Cazalis explains how she tries to play it safe.
Brits are on board with investing sustainably to make the world a better place, but impenetrable jargon and complicated processes are preventing them from doing so. We need to try harder to speak their language, says Rathbone Global Sustainability Fund manager David Harrison.
UK sentiment near all-time lows.
American economic measures took a dive early last week, taking equity markets with them. Chief investment officer Julian Chillingworth reckons upcoming quarterly earnings releases will set the tone for the winter.
Please Mr Trump, don't mention the war.
The global economy is sinking into a slowdown, but is this the beginning of the end? It’s too early to tell.
Political scandals have erupted on both sides of the Atlantic, yet politics are in such a state that it might not matter. Chief investment officer Julian Chillingworth takes a look.
Each dot in this chart shows the return of UK defensive sectors during each of the past three economic recessions (above zero on the vertical axis is an outperformance versus the overall market, and the further to the right on the horizontal axis the more expensive). Read more on why we think now is a good time to move in to less economically sensitive sectors in ‘A solid defence’, one of the articles in our latest InvestmentInsights.
The Supreme Court is set to rule on Boris Johnson’s parliamentary chicanery, but what difference does it make anyhow? Chief investment officer Julian Chillingworth despairs at a seemingly interminable impasse.