Economic and market insight
Review of the week: Getting ahead of the Fed
Bond yields have been climbing almost as much as investors’ worry levels. Pausing to remind ourselves what central bankers are trying to achieve – and how stocks typically react – is helpful.
Review of the week: Just like the old days
With COVID cases starting to roll over – in the UK at least – and investors settling down for some old-fashioned Fed watching, everyone is hoping 2022 will be a bit more like pre-pandemic times.
Review of the week: A strange and profitable year
Another COVID-blighted year has passed. Yet, for all the turmoil, 2021 was a great one for markets.
Review of the week: Christmas at risk
Déjà vu in the UK. With COVID cases mounting once again and restrictions piling up, everyone is wondering whether Christmas will be cancelled once again.
Review of the week: Still plenty of punch in the bowl
Market sentiment has been swinging wildly lately, but in this week’s review chief investment officer Julian Chillingworth explains why he thinks the supply of festive spirits won’t run dry.
Review of the week: It’s all Greek now
A worrying new strain of COVID-19 has upended confidence in economic recovery, the path of interest rates and potentially the arrival of Father Christmas.
Review of the week: COVID season
It’s shaping up to be another winter tarnished by the virus. As if central bankers needed more complexity on top of huge government spending, upended supply chains and confused labour markets.
Review of the week: A different climate
The outcome of COP26 has left many people feeling blue about our fight to stop global warming. But that disappointment actually shows how much has changed in a few short years.
Review of the week: Big ambitions, bigger uncertainties?
The eyes of the world are watching COP26 for bold action on climate change. Meanwhile, the UK chancellor envisages a ‘new age of optimism’.
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In process we trust
A strong investment process is what gets you through ragged markets without making hasty, terrible decisions. But have you actually got a process, or is it simply a bunch of preferences?
How to handle hammer time…
When markets get hammered, everything trades together explains business development executive Julianne Smith. And this may open up opportunities for savvy investors.
Ice cream is for eating
Some companies are confused about the purpose of purpose, argues David Coombs, our head of multi-asset investments. Products and services should be tailored to their customers, not to fuzzy marketing slogans.
Can UK equity income shake off its dinosaur image?
Rathbone Income Fund co-manager Carl Stick explains why he believes the UK equity income sector remains a compelling alternative to more highly valued, crowded alternatives.
2022: The year ahead. Maybe?
You’d think that two years of pandemic-induced uncertainty would persuade David Coombs to stop trying to predict the future, yet here we are. Our head of multi-assets gives his lucky dice another blow…
Not a Christmas quiz
The battle between personal freedom and governmental control is extremely important for economic performance, argues David Coombs, our head of multi-asset investments. It affects consumption, inflation, the currency and investment.
How green was your Black Friday?
Lots of companies have lofty green goals, but Rathbone Ethical Bond Fund manager Noelle Cazalis thinks many should be more accountable about their success in meeting them.
The blue economy
The ocean makes up 70% of our planet’s surface, yet it gets nowhere near the attention it deserves. Our sustainable multi-asset investment specialist, Rahab Paracha, looks at the next frontier of sustainable action.
Own the tent not the circus
COP26 has produced a lot of hot air, argues our head of multi-asset investments David Coombs, and that’s half the climate problem facing the world. The other half is empty gestures and a lack of action.