News and events
Our economic and market reviews are delivered from Rathbones chief investment officer, Julian Chillingworth. He brings highlights, on the investment forecast and the outlook for global and UK markets.
Quite possibly the worst bounty delivered by the 21st century is the 24-hour news cycle.
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.
It’s that time in the ebb and flow of global commerce that investors cast around for the next big threat to the economy, the unforeseen wave that will upend everything.
Copper is all around us: in our houses, our cars, our hairdryers and it’s even one of the most intensively used raw materials in the green energy revolution. Its wide use in everyday products should make copper prices a good indicator of economic health.
US nonfarm payrolls smashed expectations once again, posting 304,000 new jobs in January instead of the 165,000 forecast. Last month’s number was revised down from exceptionally high to very high.
Every time Theresa May gets trounced in Parliament, delays a vote or a member of her Cabinet lets slip that she won’t really force a no-deal exit from the EU, sterling shoots upward.
Markets took a dive in December, but we think panicked investors may have got ahead of themselves. Chief investment officer Julian Chillingworth explains why things are relatively ok for global growth, but perhaps not so much for the UK.
Today Theresa May has to present her alternative Brexit plan to Parliament. Facing a hostile House of Commons, the Prime Minister says she won’t do so. Instead, she will reiterate that she is continuing to negotiate with the EU in a bid to unpick the Gordian knot of the Irish backstop.
Concerns about a worldwide slowdown in growth have made for a rotten time in markets over the past six weeks or so.
A week that started with such optimism ended in disappointment as trade-war and US slowdown fears cast their shadow, Scrooge-like, over investors’ hopes for a year end “Santa rally”.
- 1 of 8
- next ›
Rathbone Unit Trust Management prepares for post-Brexit regulatory environment.
The Brexit saga has taken a predictable turn, though the rout that Prime Minister Theresa May suffered in Tuesday’s Parliamentary vote on her Brexit deal was historical in its magnitude.
At the start of 2018 we identified the concerns that eventually weighed on equity markets, but we hadn’t anticipated the big drop in valuations that would follow. We still believe some caution is warranted, but not the kind of fear that seemed to take hold as 2018 drew to a close.
As market sentiment hits new lows, Rathbones’ David Coombs discusses why he welcomes the recent volatility and continues to back equities.
Something has been creeping into our minds over the past few years: in everything from technology, politics and risk to the dynamics of interest rates, the models of yesterday appear to be breaking down. And that accelerated in 2018.
It looks like much of the nitty-gritty on trade in services, financial services regulation and fishing will be worked out during the transition period.
The final votes are still being counted but it’s clear that the Democrats have won control of the House while the Republicans have extended their majority in the Senate. If this midterm election was a referendum on Mr Trump’s presidency, the results were inconclusive.
Uncharacteristically, the Chancellor delivered a Budget that took the savings accrued from the better than expected revenues of the last two years and reallocated them to future spending.
This note is to inform you of a proposed merger of the net assets of the Rathbone Blue Chip Income and Growth Fund into the Rathbone Income Fund.
The purpose of this letter is to inform you of a proposed merger (the Merger) by which the net assets of the Rathbone Blue Chip Income and Growth Fund (the Blue Chip Fund) will be transferred into the Rathbone Income Fund (the Income Fund).
- 1 of 4
- next ›