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.