Looking for the ‘stag’ in stagflation
Inflation is high but the pace of economic growth isn’t stagnating.
6 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you
Inflation is high but the pace of economic growth isn’t stagnating.
6 mins
We expect inflation to start to fade in the second half of the year, allowing central bankers to keep their foot on the accelerator with loose monetary policy.
3 mins
Indicators of a strong post-COVID recovery keep coming out of the US and other major developed economies, but upside data surprises have brought with them concerns of persistent high inflation.
6 mins
Inflation is all investors can think about right now, causing stock markets to wobble a bit. More focus should be on the steady march to recovery. There’s fun to be had.
5 mins
As the fight against COVID-19 continues, economies are beginning to reopen. Are we about to experience a typhoon of activity to mirror the huge slumps of 2020?
6 mins
More stimulus spending now, with the largest tax hike in decades to follow
18 mins
Are we due a re-run of the Roaring Twenties? And if so, what does that mean? A look back at the world’s last post-pandemic recovery and a bit more besides.
8 mins
Rather than try to reduce it by austerity, inflation or default, the government should focus on keeping the rate of economic growth above the cost of servicing the debt.
13 mins
The Bank of England has recently added to its stimulus programme yet again, and it isn’t ruling out negative interest rates. But don’t believe the hype – it’s not yet ruling them in either.
13 mins
A paradigm shift
3 mins
The spectre of higher inflation and rising interest rates sent a shudder through global markets in February. It could still cause some sleepless nights over the rest of the year, but we don’t see anything too alarming on the horizon.
3 mins
Those who remember the rampant inflation of the 1970s and 1980s may be over-concerned about its return and the insidious effect it has on our wealth. But history offers some comfort too.
4 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you
Rathbones Asset Management
8 Finsbury Circus
London
EC2M 7AZ
Rathbones Asset Management Limited is authorised and regulated by the Financial Conduct Authority and a member of the Investment Association. A member of the Rathbone Group. Registered Office 8 Finsbury Circus, London EC2M 7AZ. Registered in England No 02376568.
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The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.