After an austere run for many years, the mood music for global companies seems to have stepped up a beat. Businesses are splashing the cash and investing for a new future.
Be the change you want to see in the market. When it comes to economics, sentiment is a heavy influence. That bodes well for the rest of the year.
More stimulus spending now, with the largest tax hike in decades to follow
Financial markets have been on a rollercoaster over the past year. There was a sharp drop in March as countries locked down and then a swift upswing followed, led by technology shares. Even unloved companies, particularly banks and energy firms, have rebounded lately, thanks to good news about vaccines.
As COVID-19 continues to affect our lives and influence economic activity around the world, there’s lots of uncertainty about what the future holds. Localised outbreaks and lockdowns are possible anywhere until a vaccine is found, with the level of unemployment likely to be the key factor driving the pace of the recovery over the next couple of years.
As COVID-19 hits demand more than supply, prices should hold to their moorings
Rathbone Global Sustainability Fund manager David Harrison discusses the rise of renewable energy and how it is making a more sustainable world.
A flattening COVID-19 infection curve is steepening bond yield curves. Head of fixed income Bryn Jones wrestles with the outlook for inflation and the chances of another flare-up in COVID-19.
Our lives have been turned upside down by the coronavirus crisis, which is having a profound impact on the global economy and financial markets. Governments are working hard not just to slow the spread of the virus but also to help businesses and their employees. They've announced a range of extraordinary measures, which are being supported by action from central banks.