Filters
A ‘brand’ new world
Last Updated: May 15, 2025
Head of equity research, Sanjiv Tumkur, considers how a new generation of consumers are leading long-established brands - the bedrock of portfolios around the world - to adapt a more sustainable approach and help shape a ‘brand’ new world.
Bitcoin: bearer bonds for the 21st century
Last Updated: May 15, 2025
A lockdown-induced Christmas TV binge didn’t extend quite as far the Wizard of Oz for our head of multi-asset investments, David Coombs. But “the Great and Terrible” did come up in a conversation about bitcoin.
Will the dollar lose its perch?
Last Updated: May 15, 2025
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?
China: will it be a bullish Year of the Ox?
Last Updated: May 15, 2025
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.
A bleary-eyed awakening
Last Updated: May 15, 2025
After a busy start to the year there’s still a lot of uncertainty swirling around in markets. But economies tend to bounce back hard after sombre periods, and hope remains that our eventual return to ‘normal’ will be no different.
Businesses must power sustainability
Last Updated: May 15, 2025
Paying extra for basics is a luxury for most people, argues head of multi-asset investments David Coombs. That’s why we must invest in companies whose technologies are driving down the cost of renewable options, paving the way for widespread change.
Sort by lowest price
Last Updated: May 15, 2025
Price is what you pay, value is what you get. Our multi-asset investment specialist, Craig Brown, is looking for a new car and is wary about the risks hiding under the bonnet.
Looking for canaries
Last Updated: May 15, 2025
Several big scandals over the past year have got our veteran head of multi-asset investments, David Coombs, reminiscing again. But is that a canary he hears or tinnitus?
America blooms
Last Updated: May 15, 2025
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.
Moving in the right direction?
Last Updated: May 15, 2025
Given how many people are driving electric cars and carrying re-usable coffee cups these days, it seems many consumers are aware of climate change risks. But what about social and governance risks?
Step by step
Last Updated: May 15, 2025
Earnings season has mostly gone well and analysts have increased their forecasts for future profits. As long as the vaccine rollout continues and any new variants stay under control, we should be in for a rejuvenating summer, for businesses and for our wellbeing.
The Biden effect
Last Updated: May 15, 2025
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.