Investment Update video: When the facts change
Rathbones’ co-chief investment officer Ed Smith explains that worsening economic data suggests that an American recession is now more likely than not.
Read time: 1 min
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Get in touchRathbones’ co-chief investment officer Ed Smith explains that worsening economic data suggests that an American recession is now more likely than not.
Read time: 1 min
Rathbones’ co-chief investment officer Edward Smith explains how we see reasons for optimism, but remain vigilant.
Read time: 1 min
US tech firms have played a dominant role in driving stock market returns for several years. Co-chief investment officer Ed Smith asks: will future innovation continue to be concentrated in America? And where should investors look to for the next wave of tech innovation?
Read time: 4 mins
Modern recording technology and digital streaming have changed the economics of the music industry. Have they made it easier or harder to become a wealthy pop star?
Read time: 7 mins
Over the longer term, it can have significant effects on the purchasing power of a portfolio. This is particularly pertinent for personal injury and Court of Protection (PI/COP) clients who usually have an irreplaceable pot of money which needs to support them for life.
Read time: 4 mins
Breaking the inertia of old habits can be revitalising. Brits are up for a change and that could spark a regional economic revival.
Read time: 4 mins
Inflation concerns aren’t receding despite policymakers’ best efforts. Expect more inflation scares to trigger further stock and bond market volatility.
Read time: 5 mins
Inflation is all investors can think about right now, causing stock markets to wobble a bit. More focus should be on the steady march to recovery. There’s fun to be had.
Read time: 3 mins
Recovery hopes are a shot in the arm for the UK stock market
Read time: 6 mins
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.
Read time: 5 mins
Caution is needed in the active versus passive debate
Read time: 2 mins
More stimulus spending now, with the largest tax hike in decades to follow
Read time: 18 mins
Better economic forecasts open the door to big tax breaks on pensions and business investment, maintaining the energy price cap, and benefit reforms to encourage more into the workforce.
A year of rapid-fire interest rate hikes by central banks is yet to be fully felt by the wider economy. Rathbones’ co-chief investment officer Ed Smith explains why that makes us cautious.
Banks are very powerful, but very fragile. That’s because they are dependent on people and their ability to believe.
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London EC2M 7AZ
United Kingdom
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.