As China celebrates the coming of the Year of the Dog, our head of asset allocation research Edward Smith explains why the pace of growth in China matters for investors everywhere. Happily, we don’t expect any nasty bites.
Betting on record low stock market volatility going even lower left some investors high and dry this month, but our multi-asset assistant fund manager Will McIntosh-Whyte wonders how investors will react if inflation jumps higher when released on Valentines Day.
Inflation fears roiled markets in early February after a record stretch of stock market calm. Our chief investment officer, Julian Chillingworth, looks ahead.
As borrowing costs rise, more companies might start toppling over, warns David Coombs, our head of multi-asset investments.
Rathbones’ head of asset allocation research Edward Smith looks at a number of inflation scenarios that we believe might play out over the next 20 years, and concludes that there is no reason to fear an inflation bogey man.
As liquidators pick through the mess of the Carillion failure, our multi-asset investments head, David Coombs, ruminates on bargains that come back to bite you.
Global growth is robust, employment is strong, and almost everywhere you look asset prices have been rising. Edward Smith, our head of asset allocation research, examines why despite this strong backdrop wage growth remains so weak, and where it's headed.