Review of the week: An exceptional year
One for the ages, 2022 was a whirlwind year that shook up economies and markets. What’s in store for 2023?
Read time: 8 mins
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Get in touchOne for the ages, 2022 was a whirlwind year that shook up economies and markets. What’s in store for 2023?
Read time: 8 mins
What are the lessons learned from 2022 and what can we expect to come in the months ahead and into 2023? Listen to Rathbone Funds Chief Investment Officer Tom Carroll and panellists discuss.
Read time: 1 min
We look back at a grim year for financial markets. The rebound in the last few months seems to offer investors some relief, but can we be confident that the worst is over?
Read time: 5 mins
Watchers of Netflix’s Stranger Things will know the Upside Down isn’t a cheery place to be. So what’s going on in bond markets?
Read time: 6 mins
More is going on behind the curtain of modern China than its leaders would have you believe, if increasing unrest is anything to go by. Meanwhile, Europeans cross their fingers for a mild winter.
Read time: 7 mins
With interest rates and bond yields on the way up, what does it mean for asset allocators and the expected risks and returns from the world's various markets? Listen to David Coombs discuss this and much more.
Read time: 1 min
With all the shenanigans since our last episode, is the UK now a relative beacon of political stability? If so, does that move the dial for the prices of British assets? The team explain why capital discipline and the resiliency of ad revenue are the order of the day for them given recent weaker earnings from the US tech giants. Finally, do political shifts in China change the long-term picture for investing in the country?
Read time: 2 mins
Stocks flew higher after inflation came in lower than expected. It’s tough and getting tougher for businesses and families though, especially in the UK.
Read time: 6 mins
Central banks are doggedly raising interest rates. Investors hopeful for a change of tack may continue to be disappointed for a while yet.
Read time: 7 mins
Investors got spooked as Big Tech’s quarterly results showed they weren’t immune to economic headwinds, driving brutal sell-offs. Meanwhile, the UK government’s huge about-face seems to be reaping a ‘dullness dividend’.
Read time: 6 mins
Inflation continues to eat away at shoppers’ spending power, both in the UK and abroad. Meanwhile, how do currency fluctuations affect investment returns?
Read time: 10 mins
New Chancellor Jeremy Hunt has reversed virtually everything announced in the Truss-Kwarteng mini-budget in a bid to stabilise markets after weeks of turmoil.
Read time: 9 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.
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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.