Knowledge and Insight - Economy

It was the worst six months in 50 years for US stocks, yet the market is still comfortably higher than before the pandemic struck. Risks have risen, but there’s also room for optimism.

Rathbones’ co-chief investment officer Edward Smith explains how we see reasons for optimism, but remain vigilant.

Still no clear sign of recession in the months ahead, but no catalyst for fears to subside yet either.

We hosted a breakfast for founders with the following female investors: Saranyah Douse, investment manager, Octopus Ventures, Kimberly Martin, regional head, Boost and CO and Harriet Rosethorn, investment manager, Puma Private Equity.

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.

Watch this video for an introduction to the key themes and some new developments in our quarterly Investment Insights from Rathbones’ co-chief investment officer Edward Smith.

Feeling an uncomfortable sense of déja vu? Listen to Rathbones’ co-chief investment officer Edward Smith explain why we don’t see an economic rerun of the 70s.

Why we don’t see an economic rerun of the 70s: a preview of the lead article in this quarter's Investment Insights, which is coming soon.

In his latest quarterly update video, Rathbones’ co-chief investment officer Edward Smith explains how we are mapping the way through the war in Ukraine.

When terrible events like those in Ukraine happen, we need a map to see our way through. Our analysis helps us map the likely paths economies could take from here.

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.

A guide to human efforts to tackle climate change.