Drive to survive
On the ground research through the US heartlands.
Read time: 1 min
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Get in touchOn the ground research through the US heartlands.
Read time: 1 min
Will the big central banks making significant interest rate announcements this week follow the ECB’s lead and signal that rates have now peaked? And where might rates settle longer term?
Read time: 6 mins
Watch Stuart Chilvers, Fund Manager and other panellists work through some of the UK's latest challenges from inflation to interest rates, and how those have affected Fixed Income.
Read time: 1 min
Like virtually everything else, the cost of energy is much higher than it used to be. Combined with higher interest rates, it should keep squeezing economic growth in the coming months.
Read time: 8 mins
Hopes for a quiet summer were dashed by difficult-to-read economic data, swinging bond yields and holiday dramas.
Read time: 5 mins
Rather than a slow fade, the American economy produced a surprise surge. Yet with inflation within touching distance of the 2% target, US interest rates may still peak soon.
Read time: 10 mins
Interest rate hikes for the US and Europe are almost certain this week. All major central banks are getting close to calling time on rate increases, but the UK is likely to be the last to do so.
Read time: 9 mins
Inflation is falling nicely in the US, will British CPI follow suit this week? Meanwhile, China battles deflation as its economy stutters.
Read time: 7 mins
Normally staid bond markets seem highly strung lately, but there are reasons to hope for some loosening up
Read time: 5 mins
Economic data has been confusing for a while. Thankfully, there’s a central bank hiatus just big enough to slip Wimbledon into.
Read time: 5 mins
The Bank of England is throwing the kitchen sink at runaway inflation. Will it be enough, and are there some things that are outside its control?
Read time: 8 mins
UK inflation may shock gilt markets this week. But if so it’s likely to be a passing phase as price rises continue to cool over the summer.
Read time: 4 mins
Normally staid bond markets seem highly strung lately, but there are reasons to hope for some loosening up
The team cast their minds back to the days before we knew what COVID was and when inflation was considered conquered to review an investment report they published in 2019 called Ditch the Models. Which of these models the team suggested ditching panned out the way they expected? And are there any others that could do with being ditched today? The swiftly growing animal health sector is the final topic as the team discuss how to avoid the dogs in the space and hopefully end up as the cats who got the cream.
Rathbones Unit Trust Management
8 Finsbury Circus
London EC2M 7AZ
United Kingdom
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.