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.
Globalisation has come a long way fast, and many of the factors driving local inflation are now global in nature. Where it goes from here is key factor in financial planning. Edward Smith, our head of asset allocation research, provides some insights.
As the Bank of England raises interest rates for the first time in a decade, the baton of economic stimulus is being passed to the government. Fiscal policy will have to smooth the way for UK growth here on in, but Chief Investment Officer Julian Chillingworth wonders if the government can deliver.
Sterling is more capricious than a cat with a vendetta argues David Coombs, our sleep-deprived head of multi-asset investments.
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