Review of the week: Take the long view on rates
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
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Get in touchUK 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
All eyes are on the direction of central bank monetary policy. After expecting a policy pivot, investors now think the most likely outcome is a skip in tightening followed by a hop to pause mode before a jump to interest rate cuts.
Read time: 5 mins
The UK labour market is in a huge state of flux. The population is ageing fast, people are retiring earlier and changes to immigration are leading to a lack of ‘unskilled’ workers.
Read time: 7 mins
UK inflation simply won’t drop as fast as everyone hopes, leading the Bank of England to admit it needs a new model. Meanwhile, a compromise is proposed to kick the can on the US debt ceiling till after the next election.
Read time: 6 mins
Inflation can often seem an abstract concept. Not lately, though: everyone is keenly aware of soaring prices. Is inflation finally starting to drop?
Read time: 8 mins
There’s a disconnect between how everyone feels and how stock markets are moving. Meanwhile, the US debt ceiling looms ever larger.
Read time: 8 mins
A King is crowned and most of England went to the polls last week. Coming up is a Bank of England rate hike and an update for American inflation.
Read time: 7 mins
A regional bank caught up in the March banking crisis has been forcibly sold by an American regulator. Hopefully this marks the end of the chapter.
Read time: 9 mins
Investors are fearful of an earnings recession as reporting season steams ahead. Meanwhile, China’s first-quarter GDP estimate suggests its recovery is proving uneven.
Read time: 7 mins
Markets are riven over weighty questions about the economic strength of our households and businesses clashing with higher living costs, and all the while lurks the menace of unknown consequences created by a rapidly changed world.
Read time: 8 mins
Money was easy to come by in the 2010s, for businesses, households and governments. With interest rates now much higher, hard decisions loom.
Read time: 7 mins
Stocks and bonds ended the month – and first quarter –nearing the top ends of the trading ranges in place since late last year. But there’s still much uncertainty about the inflation and growth outlook, particularly if energy prices start rising again.
Read time: 6 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.