London has been extremely busy in a sun-drenched summer, yet a difficult winter looms. Sustainable multi-asset investment specialist Rahab Paracha asks whether luxury brands are a counterintuitive way to invest defensively in a recession.

With a tough winter approaching, our head of multi-asset investments David Coombs has dusted off the barbell. All the exercise has made him chirpier than usual.

As our head of multi-asset investments David Coombs balks at the cost of a couple of cups of coffee, he explains why he thinks inflation may be getting close to peaking.

With inflation as hot as London in July, the technology sector has been buffeted more than most. But equity analyst Ben Derber explains why cloud computing may prove to be especially resilient.

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.

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.