A hefty jump in US Treasury yields seems the most likely reason for October’s abrupt sell-off. But chief investment officer Julian Chillingworth finds it hard to believe the US economy is about to keel over, given recent data, and believes equities – while volatile – should remain the place to be for the foreseeable future.
David Coombs, our head of multi-asset investments, has been watching too much EastEnders. But it’s got him thinking about how assets can be dressed up as something else.
Elon Musk has got himself in hot water with the SEC after months of erratic behaviour. Our head of multi-asset investments, David Coombs, ponders the effects of hubris.
Companies selling big global brands have come to be known as ‘dividend aristocrats’ because of their long track records of stable earnings power. Rathbones’ head of equity research Sanjiv Tumkur discusses how these ‘branded gentry’ are under threat in a rapidly changing consumer landscape, and how some are adapting.
In some ways, the US and UK are more alike than ever: both are wrestling with their identities as nations. And yet the Special Relationship is a study in contrasts economically, notes chief investment officer Julian Chillingworth.
Will McIntosh-Whyte, assistant manager of our multi-asset funds, finds a few hidden gems while exploring his new digs in zone one. He found another in Wisconsin, USA.
Coca-Cola’s purchase of Costa Coffee is a smart move away from sugar and gives the company plenty of options, argues head of multi-asset investments David Coombs. And the growth in coffee sales may surprise you …
Rathbones’ head of equity research Sanjiv Tumkur discusses how the next generation is steering consumer trends, and why millennials matter for investors of all ages.