Quarterly Investment Update video: Steady on, with a weather eye on the horizon
Rathbones’ co-chief investment officer Edward Smith explains how we see reasons for optimism, but remain vigilant.
1 min
Rathbones’ co-chief investment officer Edward Smith explains how we see reasons for optimism, but remain vigilant.
1 min
Still no clear sign of recession in the months ahead, but no catalyst for fears to subside yet either.
11 mins
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.
3 mins
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.
1 min
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.
1 min
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.
1 min
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.
6 mins
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.
1 min
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.
11 mins
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.
1 min
A guide to human efforts to tackle climate change.
1 min
Resurgent growth in the post-COVID world has rekindled talk of the next ‘supercycle’ for industrial commodities. But beneath the headlines, the reality is that this demand is likely to pale in comparison with the driver of the original supercycle.
3 mins