Economic and market insight
Review of the week: An economic rerun of the 1970s?
The 1970s suddenly seem relevant again given soaring oil prices, high inflation and rising interest rates. But we’re not expecting a rerun of 1970s-style spiralling prices, sputtering economic growth and weak equity market returns.
Review of the week: Bourses bounce back
This year has been grim so far, yet equities recovered much of their losses last week. Meanwhile, oil prices are all over the place and COVID-19 is wreaking havoc in the East.
Review of the week: Changing point
Commodity markets are fuelling further inflation and putting global growth at risk. Central banks have shown they want to unwind years of emergency monetary policy regardless, sending bond yields higher.
Review of the week: The tie that binds
The war in Ukraine has united typically quarrelsome European states against Russian aggression. Meanwhile, unity in President Vladimir Putin’s nation has been enforced through the strength of an authoritarian regime.
Review of the week: Defiance
Russia’s invasion at first wrong-footed both Ukraine and the West, but the defenders’ resolve has been tougher than expected. Now, financial sanctions are hitting Russians hard.
Review of the week: Back to the shops
UK retail sales bounced back after a COVID-crushed Christmas. Yet the longest income squeeze since Sir Robert Peel was Prime Minister is set to intensify in the coming months.
Review of the week: War looms
Talks to ward off conflict over Ukraine are failing and a Russian invasion is reportedly imminent. Is it brinkmanship or a real risk?
Review of the week: Bank on a tough year
The Bank of England seems poised to raise interest rates aggressively to combat inflation, yet its explanations don’t square with its own forecasts and analysis. Expect fewer hikes than the market currently implies.
Review of the week: Tighter money
The years of loose money are coming to an end. That will cause some short-term upheaval in markets, but if economies remain strong stocks should soon bounce back.
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A ghoulish Brexit is weighing on sterling and Donald Trump trade war with China is weighing on the Federal Reserve. Chief investment officer Julian Chillingworth looks at the effects of both.
Stocks soared to new highs in June, but more pessimistic bond markets tolled a more ominous note amid weaker growth, falling earnings, trade tussles and other troubles. Chief investment officer Julian Chillingworth considers the mixed messages coming from stocks and bonds.
The world seemed to unravel further last month, with British voters electing members to the EU Parliament whose goal is to leave it, and Donald Trump continuing to wield his trade cudgel. Our chief investment officer Julian Chillingworth considers the implications.
Equity markets are in a happy mood, climbing through a fog of uncertainty with omens of recession tolling from the bond market. Julian Chillingworth, Rathbones chief investment officer, explains why we think it still makes sense to stay invested, but with vigilance.
Investors seem to be flitting between fear and optimism in an increasingly erratic manner. Hopes for a soft-touch Federal Reserve seem to be driving most of the optimism, notes chief investment officer Julian Chillingworth.
Markets took a dive in December, but we think panicked investors may have got ahead of themselves.
October was a brutal month for investors, with a simultaneous rise in bond yields and sharp correction in equity markets.
Emerging markets recovered sharply last week after a hefty rate hike by the Turkish central bank and a more modest – but still applauded – one by the Russian monetary authority.
It’s been a hot and sleepy summer punctuated by a few small scares, notes chief investment officer Julian Chillingworth.
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