Investment Insights Q3 2019
While the Brexit deadline draws closer, the route to a deal between the UK and the European Union (EU) shows no signs of materialising.
Review of the Week: Busting the narrative
After getting all fired up for interest rate cuts, decent American economic data spoiled the mood last week. Our chief investment officer, Julian Chillingworth, notes the growing disconnect between investors’ expectations and economic reality.
Review of the week: Unmoored
US stocks posted their strongest first-six-month performance in decades this year. This boom is a bit incongruous considering many of the risks that have dogged investors in 2019 notes our chief investment officer, Julian Chillingworth.
Investment Update Q3 2019
A time to be defensive, but also a time for calm. Amid slowing growth, trade war, tensions with Iran and never-ending Brexit, defence may be the best offence
Chart of the week: Taking up the challenge
Over the past decade, appetite for sustainable investment has increased across the global asset management industry and in the US, sustainably managed assets now represent 26% of the total. Commitment to the Stewardship Code has also shot up as and more managers have become involved in proxy voting and other forms of engagement with underlying companies. We’ve been doing this for a while – this year marks a decade since Rathbones signed the UN-backed Principles for Responsible Investment (PRI).
Review of the week: Can warm words stop a cold war?
Last week chief investment officer Julian Chillingworth set the scene for what proved to be a week of happy mood music from major central banks. This week all ears will be tuned to the G20 summit of world leaders in the hope of hearing more of the same on the trade front.
New EU inmates take over the asylum
The world seemed to unravel further last month, with British voters electing members to the EU Parliament whose goal is to leave it, and Donald Trump continuing to wield his trade cudgel. Our chief investment officer Julian Chillingworth considers the implications.
In pursuit of green
Sustainable investing isn’t just about avoiding the risks of outdated businesses or environmental PR disasters, explains our Global Sustainability Fund manager, David Harrison. It’s also about spotting opportunities that can be captured if you keep your eyes on the future instead of the past.
Review of the week: All eyes on the money printers
These days, when markets get a bit rocky investors shuffle their feet and hint to central bankers that firing up the money presses would be a great idea. Our chief investment officer Julian Chillingworth sets the scene for a potentially blockbuster week of monetary policy.