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.
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.
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.
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.
The popular view is that as populations age around the globe, the world will go the way of Japan – into deflation. But some things – like spending – don’t slow with age, and the opposite could happen, as our head of asset allocation research Edward Smith explains.
Prices have gone up a lot over the years, eating into the value of your wealth – here Edward Smith, our head of asset allocation research, introduces our latest research report with a potted history of inflation.