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Review of the week: Is hot wage growth cooling?
Last Updated: September 30, 2025
Financial markets remain volatile as they try to gauge whether the healthy jobs market could stoke too-high inflation. Meanwhile, tensions between Prime Minister Boris Johnson and his party are escalating sharply.
Review of the week: Inflation persists
Last Updated: September 30, 2025
The price level is yet to find a ceiling, so the value of stocks and bonds have no floor. Markets will swing between hope and despair until inflation is inarguably falling.
Review of the week: Growth fears rise
Last Updated: September 30, 2025
With inflation running hot, central bankers are gearing up to hike interest rates fast. But this is worrying investors who think the economy may not be able to take it.
Review of the week: Back to the future
Last Updated: September 30, 2025
A solid drop in bond yields helped boost stocks and reminds us of the earlier days of ultra-modern monetary policy. Meanwhile, gas prices see-saw on the Atlantic fulcrum.
Rathbones multi-asset investment update | July 2022
Last Updated: September 30, 2025
In the final webcast before the summer holiday season, David Coombs, head of multi-asset investments and Will McIntosh-Whyte, fund manager, will be providing a multi-asset team update covering:
- Is recession in the US now a foregone conclusion?
- Will the US Federal Reserve need to cut rates in 2023?
- Are cyclicals a help or hindrance in the current inflationary environment?
- Are consumer staples the best form of defence in a slowing economy?
- How the team are approaching managing the portfolios in this volatile market.
Review of the week: A tale of halves
Last Updated: September 30, 2025
It was the worst six months in 50 years for US stocks, yet the market is still comfortably higher than before the pandemic struck. Risks have risen, but there’s also room for optimism.
Feeling the Pinch
Last Updated: September 30, 2025
This month, David, Will and Craig discuss the wide-ranging impacts of the energy market’s current stresses and complexities. Also, despite some expected post-pandemic catch-up in consumer services spending, the team aren’t tempted by many businesses that have benefited. Finally, they discuss the departure of Prime Minister Boris Johnson in real time and what it might mean for fiscal policy and the UK economy.
Review of the week: No, Prime Minister
Last Updated: September 30, 2025
It’s bye bye for Boris after one scandal too many, yet it shouldn’t affect UK markets much if at all. Meanwhile, the Bank of England is making sure British banks are as safe as houses.
Review of the week: Hotting up
Last Updated: September 30, 2025
The central banks’ fight against inflation blazes on, now joined by boiling weather all over the Northern Hemisphere. Why does Europe have the toughest path ahead of it?
Review of the week: All eyes on the US
Last Updated: September 30, 2025
The eyes of the world’s markets are firmly on the US as it gears up for a critical week of economic data releases and corporate earnings announcements.
Interactive Multi-Asset Portfolios Website
Last Updated: September 30, 2025
View our new digital experience for advisers. Rathbone Multi-Asset Portfolios - giving you access to a range of resilient and genuinely diversified funds.
Review of the week: England’s pride
Last Updated: September 30, 2025
A faultless tournament from the English women’s football team lands a team of dreamers a top-shelf prize, offering a welcome ray of good news in a tough year.