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.
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.
Investors are galloping from one extreme to the other in all sorts of markets. But nothing is black and white, warns chief investment officer Julian Chillingworth, so investors should try to focus on the longer term effects and ignore short-term craziness.
At his penultimate meeting, outgoing President of the European Central Bank (ECB) Mario Draghi announced a series of measures to ease monetary policy in the listless region.
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Rathbone Luxembourg Funds SICAV, mergers of sub-funds
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.
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.
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).
Rathbones today releases its “Brexit Decision Tree”. Rathbones’ head of asset allocation research, Ed Smith, believes that stopping at “we don’t know” is actually a missed opportunity. The decision tree shows a number of branches which lead to a range of possible outcomes.
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Ten years ago this month, the American stock market, stricken by the global financial crisis, bottomed out and started one of the longest upward market trends in history. Now, a decade on, Rathbone Income fund manager Carl Stick thinks it’s appropriate to talk about change.
The US central bank changed tack so fast in 2019 that you could hear the thunderclap. Rathbone Global Opportunities Fund manager James Thomson warns that investors shouldn’t follow suit.
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