Knowledge and Insight - Investment insights hub

Our latest Investment Insights highlights why we still see US or global recession as unlikely over the next 12 months, while also exploring some crucial differences that make the UK more vulnerable. 

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.

Rising interest rates, slowing GDP growth and war have rocked markets. Stock prices say recession is locked in; but as Ed Smith explains in this nine minute video, we’re not so sure. It’s a significant risk, but there’s more resilience in today’s economy than many investors think.

Rising interest rates, slowing GDP growth and war have rocked markets. Stock prices say recession is locked in; we’re not so sure. It’s a significant risk, but there’s more resilience in today’s economy than many investors think. 

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.

In the second of our ‘what investors need to know’ series, we take a look at GDP as a measurement of economic success, delve into the energy crisis and discuss what a commitment to net zero means for investors.