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Review of the week: Ghosts of the past
Last Updated: September 30, 2025
Are we due a re-run of the Roaring Twenties? And if so, what does that mean? A look back at the world’s last post-pandemic recovery and a bit more besides.
Review of the week: Profits are back
Last Updated: September 30, 2025
Company profits are bouncing back earlier than expected. How quickly will our economies come back to life once vaccinations are finished? And how different will they be?
Review of the week: Sprouts of spring
Last Updated: September 30, 2025
Flowers, hopes and yields are rising as spring approaches. Still, the UK government is only very cautiously reopening as vaccinations continue apace.
Rising to the challenge
Last Updated: September 30, 2025
Article by, Susan Stevenson, Investment Director, Rathbones Isaac Asimov believed that the job of science-fiction writers was to “foresee the inevitable”. He claimed that the problems and catastrophes that he and his fellow visionaries presaged were almost bound to happen. What they could not predict, he ruefully added, were the solutions.
Review of the week: Bond vigilantes
Last Updated: September 30, 2025
When bond markets move, governments and stock markets take note. A swift rise in yields has rattled equities and focused attention on countries’ swollen debt piles.
Review of the week: America rising
Last Updated: September 30, 2025
The US is about to turn on the spending taps once again to combat the effects of the pandemic. This time it coincides with the reopening, so expectations for GDP growth are soaring – taking yields with them.
Review of the week: Cheques and balances
Last Updated: September 30, 2025
The average American family has received $11,400 of government cheques since the pandemic began. That’s a big windfall for people and a difficult economic puzzle for the US Federal Reserve to decipher.
Springing yields
Last Updated: September 30, 2025
Bond yields and a new season’s flowers both sprung up last month, heralding an end to the dark days of lockdown winter. Chief investment officer Julian Chillingworth ponders the big question on investors’ minds – does this also foreshadow a prolonged period of higher inflation?
Review of the week: Calm in the eye of the storm
Last Updated: September 30, 2025
As the fight against COVID-19 continues, economies are beginning to reopen. Are we about to experience a typhoon of activity to mirror the huge slumps of 2020?
Review of the week: The delicate web of trade
Last Updated: September 30, 2025
The strands of trade connecting markets are as important to our living standards as they are fragile. A stranded ship in the Suez highlights both points at once.
Review of the week: Resurrection
Last Updated: September 30, 2025
The US economy is rocketing towards recovery, with jobs, confidence and output soaring amid a strong vaccination drive and stimulus. Next on the list, investment in clean energy.
Review of the week: A chill wind blows
Last Updated: September 30, 2025
A week of Fed watching cooled the recent rise in US Treasury yields, sending the dollar and sterling lower. Then British flags followed suit.