UK stocks have underperformed other major developed markets so far in 2018, extending a pattern that has been in place since the June 2016 vote to leave the EU. A longer-term analysis also suggests Brexit isn’t the only thing weighing on UK companies, so why should investors be interested in UK equities now? We think investors are pricing in a fairly negative Brexit scenario, and see UK shares as offering fundamental value and opportunity in differing economic outlooks.
With less than a week to go before the winner of the Rathbones Folio Prize for 2018 is announced, Rathbones guests enjoyed an evening of discussion between two of the nominated authors and one of the judges.
Two novels on this year’s Rathbones Folio Prize shortlist explore the difficulties of communicating and the different forms that communication takes in the 21st century.
For more than a half-a-century, as people all over the world have left their homes in search of peace and prosperity, migration has been one of contemporary literature’s central subjects.
Over 250 charity trustees and investors from all over the UK gathered at the annual Rathbones Charity Symposium at the IET in London on Wednesday 18 April, for an afternoon of discussion and debate on leadership and governance in challenging times. We heard presentations from seven speakers, followed by a panel Q&A hosted by Jonathan Dimbleby.
The spectre of higher inflation and rising interest rates sent a shudder through global markets in February. It could still cause some sleepless nights over the rest of the year, but we don’t see anything too alarming on the horizon.
500 students, 4 schools, 5 books and 1 ambition - to help young people find and retain their joy of reading, which has been shown to provide long-term personal and educational benefits.
The relationship between economic growth, inflation expectations and government bond yields is likely to be a dominant investment theme throughout 2018. Already this year financial markets have been spooked by the prospect of higher inflation and higher bond yields. The important question now is how far and how fast will yields rise from here?