Quarterly Investment Update: Cyclical risks to earnings continue to fade
That goes hand in hand with rising bond yields, but equity investors needn’t be overly concerned.
12 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you
That goes hand in hand with rising bond yields, but equity investors needn’t be overly concerned.
12 mins
The UK government has announced one of the most ambitious green bond programmes in Europe. But is it enough? Fund manager Noelle Cazalis argues this is just the beginning.
3 mins
The strands of trade connecting markets are as important to our living standards as they are fragile. A stranded ship in the Suez highlights both points at once.
5 mins
As the fight against COVID-19 continues, economies are beginning to reopen. Are we about to experience a typhoon of activity to mirror the huge slumps of 2020?
6 mins
Bond yields and a new season’s flowers both sprung up last month, heralding an end to the dark days of lockdown winter. Chief investment officer Julian Chillingworth ponders the big question on investors’ minds – does this also foreshadow a prolonged period of higher inflation?
3 mins
The average American family has received $11,400 of government cheques since the pandemic began. That’s a big windfall for people and a difficult economic puzzle for the US Federal Reserve to decipher.
7 mins
The US is about to turn on the spending taps once again to combat the effects of the pandemic. This time it coincides with the reopening, so expectations for GDP growth are soaring – taking yields with them.
6 mins
More stimulus spending now, with the largest tax hike in decades to follow
18 mins
When bond markets move, governments and stock markets take note. A swift rise in yields has rattled equities and focused attention on countries’ swollen debt piles.
7 mins
Scientists estimate that if we are to feed the world’s growing population we will need 70% more food by 2050. With a mere 10% of the Earth’s surface suitable for cultivation and soil degradation putting much of that under threat, many suggest the answer is vertical farming. It seems the stuff of science-fiction. Can it work?
7 mins
After a busy start to the year there’s still a lot of uncertainty swirling around in markets. But economies tend to bounce back hard after sombre periods, and hope remains that our eventual return to ‘normal’ will be no different.
3 mins
Flowers, hopes and yields are rising as spring approaches. Still, the UK government is only very cautiously reopening as vaccinations continue apace.
7 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you
Rathbones Asset Management
8 Finsbury Circus
London
EC2M 7AZ
Rathbones Asset Management Limited is authorised and regulated by the Financial Conduct Authority and a member of the Investment Association. A member of the Rathbone Group. Registered Office 8 Finsbury Circus, London EC2M 7AZ. Registered in England No 02376568.
© 2024 Rathbones Group Plc
Incorporated and registered in England and Wales. Registered number 01000403
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.