As the holiday season winds down and we get back to our desks, we may have mixed feelings about recognising that longer lifespans will probably keep us working for longer. Rathbone Income Fund co-manager Carl Stick looks at some of the innovations that might help us stay in fine fettle.
Blog - Economy
The latest news and views from our professional adviser blog
3 mins
30 July 2024
Taxes, beaches and bonds
A flurry of new UK government spending raises concerns that Labour will return to its tax and spend habits. Multi-Asset Portfolios Fund Manager David Coombs mulls whether current trends will put interest rate cuts on pause.
5 mins
22 July 2024
Guess who’s back?
Former President Donald Trump is the odds-on favourite to win the US election in November, despite the Democrats’ decision to bring on a last-minute substitute. Flashbacks to the bad old days of the pandemic help Multi-Asset Fund Manager David Coombs remember the playbook of dealing with him.
6 mins
15 July 2024
Record rotations in stocks and English Euros hopes
Multi-asset fund manager David Coombs channels some empathy for Gareth Southgate, as he looks to put together a portfolio that can achieve optimal performance over the long haul, but may look out of touch during periods when market momentum is against you.
4 mins
4 July 2024
Things can only get better for UK equities
<p>In 1997 a reinvigorated and more centrist Labour party swept into power following a long period of Conservative rule. With the election of a new Labour government, could 2024 spark a similar resurgence in the UK stock market? </p>
3 mins
25 June 2024
The end of a long winter for UK stocks?
Could fortunes be turning for British stocks, asks Rathbone UK Opportunities Fund Manager Alexandra Jackson. As the UK prepares to vote in the sunshine, investors seem more optimistic than they’ve been for years.
5 mins
17 June 2024
An electric future
<p>From checking our phones and firing up our laptops, to getting in the car or the train to work, energy, in all its forms, is the lifeblood of our society. And just as we only think about our circulatory system when things go wrong, we often take energy for granted until it’s not there.</p>
4 mins
3 June 2024
AI: just what the doctor ordered
Since joining our Multi-Asset Team earlier this year as a fixed income analyst, Sally Hoang has really enjoyed the cross-asset lens that’s used when analysing investments. Combined with her background as a pharmacist, it helps her understand the potential for AI in healthcare.
4 mins
30 May 2024
Can sustainable bonds offer shelter from the storm?
<p class="text-align-justify">Last week’s UK inflation numbers represent yet another bump in the sometimes painfully twisty route to lower interest rates. The Bank of England (BoE) had predicted that the latest UK consumer price inflation data would show it falling sharply from 3.2% to 2.1% – within striking distance of the bank’s inflation target. </p>
5 mins
14 May 2024
Are govvies as exciting as murder in the Mediterranean?
Government bonds have given investors whiplash as their yields bounce around the place like a psychopath in 1950s Italy. Yet multi-asset portfolios fund manager David Coombs explains why he’s holding on tight.
4 mins
24 April 2024
Locking in bond income for longer
Bond fund manager Stuart Chilvers explains why lower interest rates won’t sap corporate bonds’ juicy income yields straightaway.
