The week starts with a temporary reprieve in the Mexican stand-off, but will it last? Chief investment officer Julian Chillingworth looks at the prevailing winds in US trade rhetoric, the hot air here at home and the anti-trust threat heating up for America’s tech giants.
All around the world, people are angry. And when voters vent, politicians tend to react. Rathbones head of multi-asset investments David Coombs looks at how that may change the landscape for investors.
The UK economy is small, which may sound a little strange if you know that we have the world’s fifth-largest economy by gross domestic product. But we only contributed about 2% to global economic output last year – not enough to influence global asset prices, interest rates or the pace of global growth in any meaningful way. So the good news is that Brexit is not a globally systemic event, like the financial crisis of 2007-08 or the European debt crisis of 2011-12.
Artificial intelligence is coming for your job. There are benefits and drawbacks to this, Rathbones head of multi-asset investments David Coombs notes, but he thinks society will end up taking it in its stride.
What happens when we hit peak passive? Rathbones head of multi-asset investments David Coombs wonders how markets will look when dumb money outnumbers the people looking at the accounts.
You spend so much time in the present that oftentimes you forget there was a past and there will be a future. Rathbones head of multi-asset investments David Coombs dredges up a sad past and ponders a hopeful future.
With growth comes change, and change can be good. We’ve enjoyed the benefits of greater scale and better control of risks that growth has enabled, while resisting the pressures to sacrifice quality for lower costs.
Unlike with South American asylum seekers, tanks and razor wire won’t keep climate change from encroaching on your borders. Chief investment officer Julian Chillingworth looks at the latest US tariff threats.