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.
A logjam in the streets and another in Parliament. Our chief investment officer, Julian Chillingworth, ponders a hectic week ahead.
“It’s just a flesh wound.”
You could hear the crack of the starting gun echoing around the markets last week: the race for the 2020 Democratic presidential candidacy is on and American equities dipped noticeably. And the leading message from those leading the Democratic pack is that capitalism itself is broken and needs radical reform.
We don’t know about you, but over the past year or so we got into the habit of buying our travel money extremely far in advance of holidays.
As we move into the new financial year we begin to access the outlook for global markets as we look out to 2020 and beyond. How can investor’s best position themselves amid changing central bank policies and geopolitical risks? David Coombs, Head of multi-asset investments at Rathbones discusses.
US corporate earnings hit a crescendo this week, yet most people are focused on the Federal Reserve and the fluid trade policies of the American President.
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.
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).
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.
“This week will be dominated by three major central bank meetings, and investors asking if the US Federal Reserve will hike rates, if the ECB will end QE and if there will be any action at all from the Bank of Japan?
Rathbone Unit Trust Management Ltd (Rathbones) announces its intention to launch the Rathbone Global Sustainability Fund in July 2018, subject to FCA regulatory approval.
“As of late January, the MSCI World Index, hadn’t suffered a daily setback greater than 1.5% since September 2016 – a run unprecedented since 2006. After a tumultuous February and March, much of that complacency has been washed away.
“We think it’s prudent to discuss the possible escalation of a global trade war and any impact it might have on our portfolio. Recent volatile market movements highlighted just how sensitive the market has become to protectionist rhetoric, certainly in the short term.
When Donald Trump won the presidency in November 2016, we believed he would struggle to make headway on virtually all of his flagship policies.
Last week the UN World Happiness Report 2018 revealed that Finland is the world’s happiest nation. In contrast, the US slipped five places to 18th in the global ‘happiness’ rankings.
“Chancellor Phillip Hammond was very clear when he reformed the system, the Spring Statement will not be ‘a major fiscal event’ – no other western economy announces tax and spending changes twice a year and the UK needed to stop too.