Economic and market insight
Review of the Week: Sliced and diced
Review of the Week: Predicting the unpredictable
Biden has taken the edge in the polls but previous experience begs the question: do polls really matter? Our chief investment officer, Julian Chillingworth, mulls the possible outcomes of the US election and the effectiveness of the UK government’s spending packages.
Review of the Week: Computer says no
The government started the fourth quarter with the political equivalent of a kitchen-sinking. Best to focus your attention elsewhere, argues chief investment officer Julian Chillingworth, like better-than expected economic data and the potential for monetary stimulus.
Review of the Week: Time flies
There’s so much going on that it can seem like nothing in isolation makes any difference. That’s not true, argues chief investment officer Julian Chillingworth. Every decision matters.
Review of the Week: Post-holiday blues
As winter approaches, the news looks glum. Yet we should take heart from our ability to adapt, argues chief investment officer Julian Chillingworth.
Review of the Week: Balancing act
The infectiousness of COVID-19 means economic growth is often bundled with new cases. Governments, people and businesses have to make hard choices, argues chief investment officer Julian Chillingworth, and the conundrum isn’t going away soon.
Review of the week: Otherwise fine
As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures. Chief investment officer Julian Chillingworth is chipper enough, albeit with an umbrella under his arm.
Review of the Week: White House rescue
Congress failed to seal a benefit extension for unemployed Americans or figure out how to support cash-strapped states as the summer recess looms. It fell to the President to come up with a contested stopgap.
Review of the Week: Control the message
Corporate results fared well during lockdowns, yet they are still well below pre-pandemic levels. Chief investment officer Julian Chillingworth examines why gold has hit record highs and why ‘riskier’ banks have done better than vanilla ones.
Review of the Week: Foxes and storks
Investors have piled into gold as the reality of US-China diplomacy starts to resemble Aesop’s fabled fox and stork. Chief investment officer Julian Chillingworth also ponders whether US tech shares are priced for perfection as he looks ahead to some big earnings results this week.
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With summer fading into memory, a long uncertain winter of social distancing lies ahead. It’s easy to feel gloomy, but as chief investment officer Julian Chillingworth argues, we should try not to buy into the doom.
As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures.
The hard data is coming in and so far companies have fared better through the pandemic than expected. Just how long complete recovery will take no one knows, but as chief economist Julian Chillingworth notes, we maintain our long-held belief in the human capacity to co-operate and solve problems.
With the groundwork laid for a rapid recovery, equity markets reflected continued optimism in June. But as chief investment officer Julian Chillingworth notes, significant risks remain.
Economic statistics fell off a cliff in May, but as chief investment officer Julian Chillingworth notes, investors were already anticipating a big bounce as economies began to reopen.
Amid an alphabet soup of economic forecasts, chief investment officer Julian Chillingworth looks for the ingredients of a lasting recovery.
Markets are jig-jagging like a frightened hare as wholesale lockdowns and extraordinary stimulus have streaked across the globe. Our chief investment officer Julian Chillingworth reports on the month.
As Covid-19 rattles markets and investors scramble for safety, our chief investment officer Julian Chillingworth considers the longer-term implications for the global economy and also looks at the narrowing Democratic primary race to take on Donald Trump.
After many debates, votes and faff, the UK is just about ready to start leaving the EU. Chief investment officer Julian Chillingworth takes a look at the year ahead and the one just gone.
Another deadline, another delay to Brexit – and now another election on top. Meanwhile, the tennis match between China and the US over trade continues, notes our chief investment officer Julian Chillingworth.
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Changing the planet
A growing number of people are questioning how their pensions and other savings are invested. Rathbones’ stewardship director Matt Crossman explains why he firmly believes we can make the world a better place through our investments, and how best to do it.
A healthy recovery
Stewardship director Matt Crossman makes the case for a healthy and responsible recovery – building back better from COVID-19.
Ch…Ch…Changes?
They say a change is as good as a holiday. Yet head of multi-asset investments David Coombs has just come back from a fortnight away and thinks the status quo will suit his investments just fine.
Storm in a tech cup
After months cooped up inside, our multi-asset portfolios fund manager Will McIntosh-Whyte headed away for a well-deserved Cornish holiday … where a brace of storms kept him cooped up inside.
Destructive capitalism
The pandemic has radically changed how we work. That makes propping up struggling companies a dangerous pastime for the government, argues our head of multi-asset investments David Coombs.
Biden his time
Former Vice President Joe Biden – well ahead in the US presidential election polls – is due to announce his running mate next week. Investors will be wary of any nod to the left wing of his party, but our head of asset allocation Ed Smith notes the large hurdles a progressive agenda would face even if Biden wins.
The great property shakeout
COVID may be about to rock the property world to its foundations. Such dislocations tend to create opportunities for investors, notes head of multi-asset investments David Coombs, but they don’t come without risk.
Where the wind blows
Rathbone Global Sustainability Fund manager David Harrison discusses the rise of renewable energy and how it is making a more sustainable world.
Lost in translation
All this time at home has got head of fixed income Bryn Jones thinking back to a trip to Kerala, and how much their native language has in common with our economic recovery. Just don’t ask him to translate your doctor’s orders into German.