InvestmentUpdate: Biden’s 100 days
Why President Joe Biden’s next 100 days will be far more important than his first.
Read time: 9 mins
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Get in touchWhy President Joe Biden’s next 100 days will be far more important than his first.
Read time: 9 mins
A roller-coaster of a year finished on a high note for the markets, and we start 2021 with a sense of relief that one of the most difficult years many of us have ever experienced is behind us.
Read time: 4 mins
One President will be sworn in as his predecessor is set to be impeached. What matters for the US now is a united front from lawmakers to support the economy against the latest wave of COVID-19.
Read time: 7 mins
While we were all cooped up inside, everything was happening out there. Breakthroughs on Brexit and COVID-19 collided with political strife and big moves in bond yields.
Read time: 6 mins
Rather than try to reduce it by austerity, inflation or default, the government should focus on keeping the rate of economic growth above the cost of servicing the debt.
Read time: 13 mins
Stimulus should be forthcoming and trade uncertainty relieved, even if Congress remains split
Read time: 15 mins
The rule of law should prevail and the recovery continue, though a long delay could weaken it
Read time: 12 mins
Biden has taken the edge in the polls but previous experience begs the question: do polls really matter? Our chief investment officer, Julian Chillingworth, mulls the possible outcomes of the US election and the effectiveness of the UK government’s spending packages.
Read time: 5 mins
Labour’s manifesto is no ‘revolution’, but radical enough to skew economic risks to the downside.
Read time: 11 mins
With the influence of politics on the global economy growing, could game theory provide a model for success?
Read time: 4 mins
Read time: 3 mins
Better economic forecasts open the door to big tax breaks on pensions and business investment, maintaining the energy price cap, and benefit reforms to encourage more into the workforce.
A year of rapid-fire interest rate hikes by central banks is yet to be fully felt by the wider economy. Rathbones’ co-chief investment officer Ed Smith explains why that makes us cautious.
Banks are very powerful, but very fragile. That’s because they are dependent on people and their ability to believe.
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