Knowledge and Insight - Investment insights hub

Ructions in the banking sector don’t appear to be the first tremors of a systemic financial crisis, but rather a delayed, jolting reaction to the steepest rate increases in 40 years

Hear from our co-chief investment officer, Edward Smith and head of client development, Ian Dembinski in our quarterly Investment Insights webinar which highlights some of the key themes that are set to shape the investment landscape in 2023.

Our latest InvestmentInsights looks to demystify some misconceptions about growth and value investing, with important implications given the risks of recession this year. We also highlight the signs we will be looking for to know when it's time to turn more positive.

In these videos Rathbones’ co-chief investment officer Ed Smith gives a review of 2022 and discusses our outlook for 2023.

We can see a path to a new bull market in the second half of 2023, but we’re not there yet.

Our latest Investment Insights looks to take the global economy's pulse at a time of great uncertainty in the outlook for the global economy and markets. We take a look at the different challenges facing the world's major economies, and how we can adapt our investment strategy in the face of an increasingly difficult backdrop.

We can see a path to better returns, but there are substantial dangers to be guarded against.

Rathbones’ co-chief investment officer Ed Smith explains why we can see a path to better returns, but there are substantial dangers to be guarded against.

A giant fiscal package reduces the risk of a very deep recession, but high inflation could stick around for longer.

Rathbones’ co-chief investment officer Ed Smith explains how we try and overcome often unhelpful behavioural biases.

Rathbones’ co-chief investment officer Ed Smith explains that worsening economic data suggests that an American recession is now more likely than not.

An American recession is now more likely than not. A broad decline in leading indicators steers us to be yet more defensive, but there are both bullish and bearish arguments to be made.