Economic and market insight
Signs of economic weakness in America have bond investors hoping the US central bank will soon let up on its path of higher interest rates. But they might be a little early.
Markets were buoyed by fading American inflation, but they may be getting ahead of themselves. Meanwhile, the UK high street reports some rare good news.
One for the ages, 2022 was a whirlwind year that shook up economies and markets. What’s in store for 2023?
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?
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?
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.
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.
Central banks are doggedly raising interest rates. Investors hopeful for a change of tack may continue to be disappointed for a while yet.
Britain has suffered through an omnicrisis for almost six months and recession looms on the horizon. And yet UK markets have been a bright spot, notes Rathbone Income Fund co-manager Alan Dobbie. What’s going on?
Head of fixed income Bryn Jones explains why even the most tenacious equity bulls are starting to acknowledge that the era of ‘there is no alternative’ to stocks is finally done.
Ahead of the largest annual human migration in the world, China has opened the floodgates to economic growth and COVID-19. Multi-asset fund manager Will McIntosh-Whyte hopes the Lunar New Year is a happy and prosperous one, for the Chinese and for the world.
After a pretty questionable effort at predicting 2022, our head of multi-asset investments, David Coombs, dusts himself off and leaps into 2023.
Multi-asset fund manager Will McIntosh-Whyte channels his inner Scrooge as he confronts Christmases Past and Present. Can they provide investors with helpful insights about what’s to come?
Old buildings that fail to keep in heat aren’t just expensive for their residents. They’re also costly for the climate. Head of Equities Sanjiv Tumkur examines some of the innovations seeking to address this challenge.
As head of fixed income Bryn Jones remembers his favourite World Cup, he asks whether investors might want to think about revisiting their bond allocations as they try to meet their investment goals.
The implosion of one the largest crypto exchanges will be a massive shock to many holders of digital assets. Head of multi-asset investments David Coombs remembers a reality check of his own from 10 years ago.
Slowing economic growth, high inflation and rising interest rates are weighing heavily on global equity markets. Favouring different equity ‘styles’ is one way to try to protect portfolios. Head of equities Sanjiv Tumkur explains that stocks with strong ‘quality’ characteristics tend to outperform in economic slowdowns. So what defines a ‘quality’ company?