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.
This Friday we remember the victory of an older generation. They won peace and reshaped the world, becoming a timeless example for humanity, argues our chief investment officer Julian Chillingworth.
Crazy phenomena like negative oil prices will keep popping up over the coming months, warns our chief investment officer Julian Chillingworth. Investors will ignore most of it, but when they do panic, stocks could return to their March lows.
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.
Stocks have shot higher even as people are laid off in droves and the virus continues to spread. Investors aren’t cheering misery, our chief investment officer Julian Chillingworth explains, they are trying to predict the future.
With the virus outbreak still in full swing, some Western nations are already mulling a relaxation of lockdown. In the US, that has led to a showdown between the layers of government. These are tough decisions to make, notes our chief investment officer Julian Chillingworth.
Europe’s COVID-19 cases seem to be peaking, the UK has at least another fortnight to go and America’s problems seem to be only beginning. The world is now in a race against the clock, notes our chief investment officer Julian Chillingworth.
The pandemic is spreading rapidly in the US, which is now following the rest of the West into self-isolation. Beware of leverage and expect dividend cuts, warns our chief investment officer Julian Chillingworth.
The UK government has unveiled a phenomenal package of support to try to stem layoffs and backstop society. Now people have to lend their support to each other, argues our chief investment officer Julian Chillingworth.
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.
The pandemic has pounded global markets, spreading fear and upending commerce and people’s lives. Chief investment officer Julian Chillingworth plots a path through the chaos.
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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).
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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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