Quarterly Investment Update video Q2 2023
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.
2 mins
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.
2 mins
Stocks and bonds ended the month – and first quarter – nearing the top ends of the trading ranges in place since late last year. But there’s still much uncertainty about the inflation and growth outlook, particularly if energy prices start rising again.
3 mins
But reality has yet to set in for equity valuations, especially in the US.
13 mins
Strong gains for Europe’s banks last week were reversed by Friday’s close. With the fear bug spreading, can we be confident it won’t strike again?
6 mins
Discover the key themes shaping the investment landscape in our quarterly updates.
1 min
Banks are very powerful, but very fragile. That’s because they are dependent on people and their ability to believe.
8 mins
Ructions in the banking sector don’t appear to be the first tremors of a systemic financial crisis, but rather a delayed, jolting reaction to the steepest rate increases in 40 years
11 mins
The Budget contained some useful measures to address key challenges facing the UK economy, but doesn’t fundamentally change the tough outlook.
5 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.
7 mins
Emma Watson, head of financial planning at Rathbones Group Plc shares some things to consider when it comes to sorting your financial affairs and writing your will.
3 mins
When banks fail they do so suddenly and the shock can create panic that spreads trouble to other lenders. That’s why US regulators have stepped in swiftly and unambiguously.
8 mins
UK central bankers fall into an age-old parenting trap while talking to investors. Also, we look at the differences between official statistics and new ‘real-time’ series.
7 mins