Knowledge and Insight - Economy

Housing costs make up a big part of people’s spending, yet they can often obscure what’s going on with inflation.

A gruelling year for investors actually delivered decent returns. But how much of that strong performance is in anticipation of 2024?

Our lead article to begin the new year takes a look at the tech companies known as the Magnificent Seven. Will these 'superheroes' drive market returns again in 2024?

Why investing in UK property is not always as safe as houses.

In late October 2023, the UK government backed calls for a global moratorium on deep-sea mining over concerns about its impact on the environment, after dozens of British scientists signed a letter entreating Prime Minister Rishi Sunak to do so.

In these videos Rathbones’ co-chief investment officer Ed Smith gives a review of 2023 and discusses our outlook for 2024.

Major new technologies often result in investors over-extrapolating: think of radio stocks in the 1920s, or internet stocks in the late 90s. Or even the dominance of miners and oil producers in 2010 as globalisation — which is technological in a sense — was touted as never-ending.

The fits and starts may not be over, but we’re looking forward to a more sustainable recovery beginning in 2024.

For over a year we have been saying that a US and global recession were likely to start within the next 12 months. Our views warranted a cautious investment approach focused on areas of the market that would be likely to produce steadier returns in an economic downturn.

A Santa rally is in full swing for stocks and bonds, capping off a year of large swells for investors. While returns flow, climate policy is ebbing at COP28 in Dubai.

A bout of runaway inflation could persuade some people that no inflation would be better than any at all. That’s a dangerous path to take.

After a miserable year for living standards, Brits are feeling much better about their lives and their futures. But how much will that move the dial for retail spending and economic growth?