Quarterly Investment Update Q1 2024: Ready, set, go into the new year
The fits and starts may not be over, but we’re looking forward to a more sustainable recovery beginning in 2024.
11 mins
The fits and starts may not be over, but we’re looking forward to a more sustainable recovery beginning in 2024.
11 mins
For over a year we have been saying that a US and global recession were likely to start within the next 12 months. Our views warranted a cautious investment approach focused on areas of the market that would be likely to produce steadier returns in an economic downturn.
3 mins
A Santa rally is in full swing for stocks and bonds, capping off a year of large swells for investors. While returns flow, climate policy is ebbing at COP28 in Dubai.
7 mins
A bout of runaway inflation could persuade some people that no inflation would be better than any at all. That’s a dangerous path to take.
7 mins
Help turn your retirement dreams into reality with the right financial plans.
5 mins
After a miserable year for living standards, Brits are feeling much better about their lives and their futures. But how much will that move the dial for retail spending and economic growth?
6 mins
Context is everything when it comes to drawing out the investment implications from the political theatre of the Autumn Statement, and there are three pieces of context particularly worth highlighting this time around.
7 mins
The government has more cash to work with after better-than-expected GDP growth and higher tax receipts. How will the extra money be used?
5 mins
Updates on inflation and unemployment arrive this week. Will they give investors more clarity about the paths of interest rates?
5 mins
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?’
1 min
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.
5 mins
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?
4 mins