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.

By Rathbones Investment Management 5 April 2024

In this 40th edition of Investment Insights, we also consider how market gains have broadened out so far this year. We take a look at opportunities we’re seeing outside of last year’s narrow band of winners, the US tech titans known as the Magnificent Seven. In particular, we consider smaller companies and prospects for other regions outside of the US. Continuing our series of recent articles on developments in artificial intelligence, we look at the risks it poses for companies through the lens of environmental, social and governance factors.

Liz Savage and Ed Smith

Co-chief investment officers

Download our Investment Insights Q2 2024