Structural, long-term investment themes are particularly important at the moment as investors worry about the short-term outlook for many businesses. Equity analyst Ben Derber argues that cloud computing should enjoy a decade-long spending boom as enterprises seek to harness the benefits of this powerful new technology.
Strikes are synonymous with railway workers these days, but the reasons behind the latest one affect everyone, argues our multi-asset portfolios lead manager, David Coombs. Wages have stagnated for years, yet higher inflation is now making that untenable.
Tentative hopes that the painful surge in inflation was easing were dashed when US inflation lurched higher in the latest release. Market volatility may not ease meaningfully until there’s clear confirmation that inflation has peaked.
While the drops in the prices of some of the world’s hottest (and most expensive) stocks are eye-watering, Rathbone Income Fund managers Carl Stick and Alan Dobbie argue there’s a reason for the extent of the falls. They ask: did too many investors simply forget that valuation matters.
We’ve all got used to cheap flights, meals and clothes, but it was all predicated on low wages in many sectors, argues David Coombs, our head of multi-asset investments.
As the UK gears up for its first-ever Platinum Jubilee, the Rathbone Ethical Bond Fund is celebrating its own historic milestone. Fund Manager Bryn Jones looks at what might lie ahead as bond markets move into a new cycle and the transition towards a greener, more circular economy gains still more momentum.
The UN-backed Sustainable Development Goals (SDGs) were created to balance the economic, environmental and social pillars of sustainability. Yet the recent energy and food crises show just how difficult this can be, notes our sustainable multi-asset investment specialist Rahab Paracha.
Can our overburdened planet keep supporting all the people on it? Bryn Jones, lead manager of our Ethical Bond Fund, thinks the swelling number of people on earth raises the prospect of big shortages of basic necessities. He explains how this impacts his team’s decisions and offers some hope that bond investors can help make a difference.