2023: The year ahead. Maybe?
After a pretty questionable effort at predicting 2022, our head of multi-asset investments, David Coombs, dusts himself off and leaps into 2023.
2 mins
If you’d like to learn more about our services please complete our enquiry form
The latest news and views from our professional adviser blog
After a pretty questionable effort at predicting 2022, our head of multi-asset investments, David Coombs, dusts himself off and leaps into 2023.
2 mins
US tech firms have played a dominant role in driving stock market returns for several years. Co-chief investment officer Ed Smith asks: will future innovation continue to be concentrated in America? And where should investors look to for the next wave of tech innovation?
4 mins
After four years of ambivalence towards the environment under Donald Trump, the Oval Office has a new occupant and a new agenda. David Harrison, manager of the Rathbone Global Sustainability Fund, says it will likely be all systems go under the new president.
3 mins
America is opening up along with the spring blossoms, and a strong summer of spending seems to be on the way. The rebound in fortunes has helped the S&P 500 reach new highs which, as chief investment officer Julian Chillingworth notes, go hand in hand with rising yields.
4 mins
As China celebrates the Year of the Ox, our head of asset allocation research Edward Smith considers the health of the world’s second-largest economy – and the resulting implications for global trade and financial markets.
5 mins
As you may have seen in your clients’ portfolios, the US dollar has been tottering a little lately. Head of asset allocation research, Ed Smith, asks if this is a short-term wobble or whether the dollar may lose its perch after decades of dominance?
4 mins
They say a change is as good as a holiday. Yet head of multi-asset investments David Coombs has just come back from a fortnight away and thinks the status quo will suit his investments just fine.
4 mins
After months cooped up inside, our multi-asset portfolios fund manager Will McIntosh-Whyte headed away for a well-deserved Cornish holiday … where a brace of storms kept him cooped up inside.
3 mins
The hard data is coming in and so far companies have fared better through the pandemic than expected. Just how long complete recovery will take no one knows, but as chief economist Julian Chillingworth notes, we maintain our long-held belief in the human capacity to co-operate and solve problems.
3 mins
Toiling in the shadows is the lot of investment managers and analysts, argues our head of multi-asset investments David Coombs. For all the client meetings and webcasts, the most important job is finding quality investments. Which is why he had to travel to sunny California last year…
2 mins
David Harrison, manager of the Rathbone Global Sustainability Fund, having seen first-hand the growing trend of responsible capitalism in America, makes the case for getting up close to see whether companies are really serving all their stakeholders, or just paying lip service.
3 mins
Mario Draghi has effectively turned the money printer on and walked out of the European Central Bank. Chief investment officer Julian Chillingworth takes a look at the state of the Continent.
3 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you.
Rathbones Group Plc
8 Finsbury Circus
London
EC2M 7AZ
© 2024 Rathbones Group Plc
Incorporated and registered in England and Wales.
Registered number 01000403
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.