Knowledge and Insight

October was a painful month for global equities, wiping out nearly all of the gains made in the year up until then. We think the seas will remain rough for investors over the next few months, but in his latest video update Rathbones’ Co-CIO Edward Smith asks ‘What could turn this ship around?’

Central bankers have sat on their hands for another month, sending the prices of stocks and bonds soaring. While interest rates seem to have peaked, the full effects of previous increases are yet to be felt by households and businesses.

Recent events have shown us that the destruction of human life from geopolitical events can sometimes render their impact on financial markets trivial in comparison. But we have a responsibility to consider the investment implications, prepare for and monitor them.

There’s a veritable sea of moving parts out there in the global economy, which are keeping investors on edge. The big question is, how will they influence central bankers?

The inflationary shocks caused by the pandemic and war in Ukraine are finally unwinding. But the welcome fading of these shocks doesn’t mean that we’re returning to an environment just like the one before they hit.

The US House of Representatives is struggling to agree on a new Speaker as the US ticks toward a shutdown of government. Strangely, stocks seem more perturbed by strong economic growth.

What does the future hold for your wealth? It’s never a bad time to consider ways to protect and maximise it. This festival unpacks areas of wealth management that could be key to meeting your financial goals.

We delve into the world of generative AI, demystify this technology craze and consider the investment opportunities and risks it might bring.

What do you need to consider when passing on wealth and what concerns do you have? We address these questions and shed light on the interplay between future income streams, inflation, savings rates, and potential returns.

What are the big ‘what-ifs’ keeping people awake at night and how can we have peace of mind as investors in a dangerous world? We run through the risks and discuss our approach to monitoring them as investors.

What might happen next as central banks come to the end of their interest rate increases? Will this signal better returns for investors next year? Edward Smith, co-chief investment officer shares his insight. In addition, Oliver Jones, head of asset allocation, provides an update on China.

How do you prioritise your financial objectives and work out what you’ll need for retirement? We answer these questions to help you consider what your retirement plan might look like.