The war in Ukraine has impacted virtually all commodity prices. Households and businesses are already feeling the effects, notes David Coombs, our head of multi-asset investments.
The risks of higher inflation, and slower growth, have gone up. So too have the number, and the degree, of uncertainties around the possible investment implications of the conflict.
It’s been many years since inflation has given investors something to worry about. Rathbone Income Fund co-manager Carl Stick believes UK equity income sector may be an attractive antidote.
UK policymakers are engineering a big squeeze on UK households this year, warns head of multi-asset investments David Coombs. Globally driven inflation should pass on its own, tightening policy risks making it worse.
As central banks harden their stance on inflation, financial markets are experiencing short-term upheaval. But if economies remain strong, stocks should soon bounce back.
When markets get hammered, everything trades together explains business development executive Julianne Smith. And this may open up opportunities for savvy investors.
Reopening economies have strained global networks of distribution and upended labour markets. Silver linings though: it’s saved our head of multi-asset investments David Coombs £85.
The petrol crunch has caught out Will McIntosh-Whyte, our multi-asset portfolios fund manager, much to the glee of his electric car owning stepfather.