Economic and market insight
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.
Flowers, hopes and yields are rising as spring approaches. Still, the UK government is only very cautiously reopening as vaccinations continue apace.
Company profits are bouncing back earlier than expected. How quickly will our economies come back to life once vaccinations are finished? And how different will they be?
Are we due a re-run of the Roaring Twenties? And if so, what does that mean? A look back at the world’s last post-pandemic recovery and a bit more besides.
When the going gets weird, the weird turn pro. The GameStop upheaval on Wall Street is part of the ongoing democratisation of finance. Ignore its effects at your peril.
Markets have had a stellar run, despite mixed news on inoculations. It’s in everyone’s interests for asset prices to remain high, but that’s no guarantee they will stay that way. As always, diversification is key.
One President will be sworn in as his predecessor is set to be impeached. What matters for the US now is a united front from lawmakers to support the economy against the latest wave of COVID-19.
While we were all cooped up inside, everything was happening out there. Breakthroughs on Brexit and COVID-19 collided with political strife and big moves in bond yields.
America is opening up along with the spring blossoms, and a strong summer of spending seems to be on the way. The rebound in fortunes has helped the S&P 500 reach new highs which, as chief investment officer Julian Chillingworth notes, go hand in hand with rising yields.
Is sustainable investing here to stay, or will it fade during the next big downturn? After months of trying out a trendy new exercise bike, our fixed income manager Noelle Cazalis thinks sustainable investing is here to stay.
Several big scandals over the past year have got our veteran head of multi-asset investments, David Coombs, reminiscing again. But is that a canary he hears or tinnitus?
After a long and wet winter, our head of fixed income is resisting the urge to turn up the thermostat. Bryn Jones discusses how human activity has contributed to climate change.
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.
Price is what you pay, value is what you get. Our multi-asset investment specialist, Craig Brown, is looking for a new car and is wary about the risks hiding under the bonnet.
It’s accepted as truth that no one can predict the unpredictable, but what about when companies behave badly? Rathbone Greenbank deputy head of research Kate Elliot says there are often signs that something might be amiss.
A year already? Our head of multi-asset investments David Coombs gives a flavour of his latter-day lockdown days and ponders an omnichannel working life.