As head of fixed income Bryn Jones remembers his favourite World Cup, he asks whether investors might want to think about revisiting their bond allocations as they try to meet their investment goals.
The implosion of one the largest crypto exchanges will be a massive shock to many holders of digital assets. Head of multi-asset investments David Coombs remembers a reality check of his own from 10 years ago.
Slowing economic growth, high inflation and rising interest rates are weighing heavily on global equity markets. Favouring different equity ‘styles’ is one way to try to protect portfolios. Head of equities Sanjiv Tumkur explains that stocks with strong ‘quality’ characteristics tend to outperform in economic slowdowns. So what defines a ‘quality’ company?
The UK government has shattered against a new generation of bond vigilantes. Halloween came early this year, notes multi-asset fund manager Will McIntosh-Whyte.
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.
There’s no clear sign of a looming global recession, but no catalyst for fears to subside yet either. We’re braced for a few more months of volatility.
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.
As the UK gears up for its first-ever Platinum Jubilee, the Rathbone Ethical Bond Fund is celebrating its own historic milestone. Fund Manager Bryn Jones looks at what might lie ahead as bond markets move into a new cycle and the transition towards a greener, more circular economy gains still more momentum.