As investors return from the long Easter weekend, Rathbones chief investment officer Julian Chillingworth considers the prospects for compromise as tariff wars and Brexit negotiations continue amid rumours of another plot to oust Theresa May in our latest Review of the Week.
Equity markets are in a happy mood, climbing through a fog of uncertainty with omens of recession tolling from the bond market. Julian Chillingworth, Rathbones chief investment officer, explains why we think it still makes sense to stay invested, but with vigilance.
It seems only fitting that our new Brexit date coincides with Halloween – will it be ‘trick’ or ‘treat’?
A quick look at the geographic exposure of the UK stock market reveals that the vast majority of UK stock market earnings are sourced from overseas. This is great news, as it means that our stock market is exposed to faster-growing economies which should boost revenue growth for UK equities. The benefits of globalisation should buffer any heavily UK-exposed portfolios. Read more about the future of our economy in our latest Investment Insights.
The fog of uncertainty won’t disperse anytime soon. But the FTSE is an international market, defensive and quite possibly one of the better places to be as global growth slows.
The India growth story is now well-established, but on the eve of the largest general election in the world, should it still be regarded as the jewel in the emerging market crown?
The Conservative Party has politicked itself into a terrible bind, explains Julian Chillingworth, our chief investment officer. The consequences for the country could be momentous
Large loan-loss provisions hamper Europe’s banks. These provisions cover things like bad loans and customer defaults and cost the sector a lot. The problem is particularly acute in Portugal and Italy but still prevalent in all the major European economies. The region needs recovery in its banking sector before the long-awaited upswing in its indices can begin. Until Europe’s banks free themselves from bad debt, the region will remain stuck in economic mud.