29 mins
18 April 2024
Investment Insights webinar - Q2 2024
Rathbones’ head of equities Sanjiv Tumkur and head of asset allocation Oliver Jones discuss the outlook for global growth. Greenbank’s head of ethical, sustainable and impact research, Kate Elliot provides insight into the likelihood of a change in political leadership and what this could mean for investments.
29 min
19 October 2023
You can’t predict, you can prepare – investing with geopolitical uncertainty
What are the big ‘what-ifs’ keeping people awake at night and how can we have peace of mind as investors in a dangerous world? We run through the risks and discuss our approach to monitoring them as investors.
30 min
19 October 2023
Economic and investment outlook
What might happen next as central banks come to the end of their interest rate increases? Will this signal better returns for investors next year? Edward Smith, co-chief investment officer shares his insight. In addition, Oliver Jones, head of asset allocation, provides an update on China.
37 mins
20 July 2023
Investment Insights webinar - Q3 2023
Rathbones’ co-chief investment officer, Edward Smith and head of equities, Sanjiv Tumkur provide an update on the market outlook. They discuss current thinking on the wider global economy and markets, in addition to some of the key developments to watch out for over the rest of the year.
30 mins
13 April 2023
Investment Insights webinar - Q2 2023
Rathbones’ Edward Smith, co-chief investment officer, and Jing Hu, senior asset allocation analyst, give an update on some of the key themes shaping the investment outlook including the banking sector, the outlook for inflation and interest rates as well as a review of China.
2 mins
3 October 2024
Investment Insights Q4 2024
The new Labour government will be setting out its agenda in more detail soon with its first Budget. There may be big changes coming that affect your finances, or it may be an opportunity for a much-needed reset to encourage investment and boost economic productivity.
2 mins
5 July 2024
Investment Insights Q3 2024
For the first time in 14 years a Labour Prime Minister sits in Number 10, in what is also a historic year for elections in general, with a combined population of more than four billion going to the polls.
2 mins
5 April 2024
Investment Insights Q2 2024
Our 10th anniversary edition of Investment Insights leads with a hopeful note, looking at why we believe stronger foundations are being laid for a broad, sustainable recovery in stock markets.
2 mins
4 January 2024
Investment Insights Q1 2024
Our lead article to begin the new year takes a look at the tech companies known as the Magnificent Seven. Will these 'superheroes' drive market returns again in 2024?
5 mins
9 October 2023
Investment Insights Q4 2023
As the inflationary shocks caused by the pandemic and war in Ukraine finally begin to unwind, we take a look at how the world has changed profoundly, and the opportunities available to us as investors along with it.
5 mins
11 July 2023
Investment Insights Q3 2023
Markets and economic data have been sending conflicting signals. Technology shares are being snapped up as new AI applications like Chat GPT burst onto the scene. But most of the rest of the global equity markets remain in the doldrums, and government bonds have had a drubbing. But there are plenty of reasons to be cheerful as we look to relax and enjoy the rest of the summer.
5 mins
12 April 2023
Investment Insights Q2 2023
We’ve certainly had a difficult start to the year, but what is the investment outlook as we look forward to sunnier days ahead? Our latest Investment Insights considers some of the key themes – such as expectations versus reality for US company profits and the search for inflation protection.
1 min
6 January 2023
Investment Insights Q1 2023
Our latest InvestmentInsights looks to demystify some misconceptions about growth and value investing, with important implications given the risks of recession this year. We also highlight the signs we will be looking for to know when it's time to turn more positive.
1 min
11 October 2022
Investment Insights Q4 2022
Our latest Investment Insights looks to take the global economy's pulse at a time of great uncertainty in the outlook for the global economy and markets. We take a look at the different challenges facing the world's major economies, and how we can adapt our investment strategy in the face of an increasingly difficult backdrop.
1 min
6 July 2022
Investment Insights Q3 2022
Our latest Investment Insights highlights why we still see US or global recession as unlikely over the next 12 months, while also exploring some crucial differences that make the UK more vulnerable.
1 min
13 April 2022
Investment Insights Q2 2022
Our latest edition starts by comparing and contrasting the current outlook with 1970s ‘stagflation’. New this quarter are regular feature articles looking at one of our long-term investment themes and a topic with ESG implications. This time we consider opportunities in sustainable agriculture and what the war in Ukraine means for the green energy transition.
2 mins
6 JANUARY 2022
Investment Insights Q1 2022
The final quarter of 2021 proved to be an eventful one for the global economy, with surging inflation and ongoing concerns about supply shortages. Yet markets performed relatively well over the period despite the new Omicron strain adding to the uncertainty. As we look ahead to 2022, economic indicators suggest the post-COVID recovery should continue, and so too should earnings growth.
2 mins
6 OCTOBER 2021
Investment Insights Q4 2021
After a stunning second quarter for economic growth and corporate profits as the world started opening back up again, investor optimism has been tempered. Growth is slowing down in China, the first major economy to regain its lost output, and the global economic recovery seems to be coming off the boil too. Still, we think going from great to merely good will still be good enough.
2 mins
7 July 2021
Investment Insights Q3 2021
Investor optimism spread over the second quarter as economies around the world continued to reopen and many aspects of our lives returned to normal. Successful vaccination programmes and stimulus measures across the developed world improved the global outlook.
2 mins
8 April 2021
Investment Insights Q2 2021
This year has started off on a positive note, with vaccination programmes making rapid progress and keeping investors optimistic about the prospects for the global economic recovery. While bond markets experienced some volatility during the first quarter, the situation stabilised towards the end of the period.
2 mins
6 January 2021
Investment Insights Q1 2021
Financial markets have been on a rollercoaster over the past year. There was a sharp drop in March as countries locked down and then a swift upswing followed, led by technology shares. Even unloved companies, particularly banks and energy firms, have rebounded lately, thanks to good news about vaccines.
1 min
8 October 2020
Investment Insights Q4 2020
As COVID-19 continues to affect our lives and influence economic activity around the world, there’s lots of uncertainty about what the future holds. Localised outbreaks and lockdowns are possible anywhere until a vaccine is found, with the level of unemployment likely to be the key factor driving the pace of the recovery over the next couple of years.
2 mins
13 JULY 2020
Investment Insights Q3 2020
The global economy is reopening for business as the COVID-19 virus recedes, and the groundwork has been laid for a speedy recovery by massive government and central bank stimulus.
2 mins
14 April 2020
Investment Insights Q2 2020
Our lives have been turned upside down by the coronavirus crisis, which is having a profound impact on the global economy and financial markets. Governments are working hard not just to slow the spread of the virus but also to help businesses and their employees. They've announced a range of extraordinary measures, which are being supported by action from central banks.
2 mins
7 January 2020
Investment Insights Q1 2020
The UK’s first December general election in nearly 100 years punctuated an eventful year for politics and the economy. Financial markets experienced a series of mood swings throughout 2019, but ended on a high as investors regained their appetite for risk. Despite ongoing uncertainty, including Brexit and trade tensions between the US and China, we remain positive about the outlook for 2020.
1 mins
30 September 2024
Keeping a level head late in the economic cycle
In his latest video update, Rathbones co-CIO Ed Smith warns against excessive expectations for US interest rate cuts – and against over-reacting to stock market volatility.
7 mins
27 September 2024
Quarterly Investment Update Q4 2024: The descent of monetary policy
Subsiding inflation has allowed interest rates to fall – but are bond markets factoring in too much?
7 mins
1 August 2024
Will small stay beautiful in the eyes of investors?
Watch our latest investment video for help answering these investing questions and more:
Why are smaller stocks outperforming larger ones?
What’s the outlook for US technology stocks?
Will the Federal Reserve cut interest rates soon?
10 mins
28 June 2024
Quarterly Investment Update Q3 2024: Broad earnings improvement brings good news
A widely expected change of government may bolster UK sentiment, while the US election is on a knife’s edge.
9 mins
21 June 2024
Looking beyond today’s superstars for tomorrow’s winners
It may feel like déjà vu as equity performance is again concentrated in a few big names, but in his latest video update, Rathbones co-CIO Ed Smith discusses how positive earnings surprises are spreading more widely and why this is good news for active investors.
10 mins
24 May 2024
Investment update: an election to snap the UK out of its funk?
The government has called a snap election with just six weeks’ notice and has raced into campaign mode, yet all signs point to a Labour victory. We offer four reasons why investors need not fear the result.
9 mins
16 May 2024
Regional differences open up as markets continue to march higher
In his latest video update, Rathbones co-CIO Ed Smith discusses the continued, but lately slowing and more meandering, upward march in markets.
5 mins
28 March 2024
Quarterly Investment Update Q2 2024: The many have taken over from the few
Will it be a case of the tortoise versus the hare, with last year’s winners taking a breather while the laggards catch up?
8 mins
25 March 2024
Focus on quality, with an eye on bonds too
In his latest video update, Rathbones’ co-chief investment officer Ed Smith notes the need to focus on quality as equity gains widen out, while bonds look attractive as inflation slows.
7 mins
16 February 2024
CHANCE OF US RECESSION RECEDES, BOOSTING MARKETS
Developed market equities have continued to perform well in the first few weeks of 2024. In part, this is commensurate with the improvement in some leading indicators of the economy, pointing towards a less challenging environment for corporate profits ahead. Edward Smith, our Co-CIO of Rathbones Investment Management, explores what this means for our investment strategy.
10 mins
17 January 2024
Investment Update: The Non-Patriotic Case for UK Equities
Pessimism about UK equities is widely held. If it’s based on misconceptions, this could be opening up an opportunity.
10 mins
15 December 2023
QUARTERLY INVESTMENT UPDATE Q1 2024: READY, SET, GO INTO THE NEW YEAR
The fits and starts may not be over, but we’re looking forward to a more sustainable recovery beginning in 2024.
8 mins
2 October 2023
Quarterly Investment Update video Q4 2023
In hindsight we underestimated the resilience of the global economy in 2023 and could have advocated taking more risk. But as Rathbones’ Co-CIO Ed Smith explains in this video, global earnings have been falling since January and equity markets have been largely driven by sentiment.
11 mins
28 September 2023
QUARTERLY INVESTMENT UPDATE Q4 2023: ENTERING THE MIDNIGHT ZONE
The darkest hour for economic indicators is still approaching; then comes the dawn.
11 mins
30 June 2023
QUARTERLY INVESTMENT UPDATE: A RORSCHACH TEST FOR INVESTORS
What to do when markets and data seem full of conflicting messages
11 mins
17 MARCH 2023
Investment Update: It takes time for things to break
Ructions in the banking sector don’t appear to be the first tremors of a systemic financial crisis, but rather a delayed, jolting reaction to the steepest rate increases in 40 years
6 mins
23 December 2022
After a volatile 2022, will things get better?
In these videos Rathbones’ co-chief investment officer Ed Smith gives a review of 2022 and discusses our outlook for 2023.
14 mins
19 DECEMBER 2022
Investment Update Q1 2023: Will 2023 be less volatile?
We can see a path to a new bull market in the second half of 2023, but we’re not there yet.
9 mins
2 march 2022
Investment Update: Russia/Ukraine - Caution is warranted
Risks of higher inflation and slower growth have gone up, and so too have the number and degree of uncertainties around the investment implications.
7 mins
17 February 2022
Investment Update: Russia/Ukraine: Time to Worry?
Ukrainian troops and pro-Russian separatists have traded fire and recriminations in the annexed territory of eastern Ukraine, taking the region to the brink of war.
9 mins
25 January 2022
Investment Update: Correction is painful, but we believe it will be short lived
It’s been a difficult start to the new year for investors, with the global equity benchmark falling into so-called ‘correction’ territory. We can't say for sure when the pain will end, but for the reasons set out in this update, we are confident the correction will be short-lived.
