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.
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.
This has been one of the most begrudged share market rallies in modern times. Our chief investment officer, Julian Chillingworth, explains why political deadlock may help it continue.
Our head of multi-asset investments, David Coombs, gazes into his crystal ball as he prepares for 2018.
Inflation breaching 3% has worried some investors, but overarching economic forces should keep prices relatively anchored, argues chief investment officer Julian Chillingworth.