Review of the week: The cycle of hope
A run of weaker data is rekindling expectations of US interest rate cuts. They’re more likely to arrive on the other side of the Atlantic, yet even there risks of overoptimism remain.
5 mins
A run of weaker data is rekindling expectations of US interest rate cuts. They’re more likely to arrive on the other side of the Atlantic, yet even there risks of overoptimism remain.
5 mins
We’ve been exploring the investment opportunities among oft-overlooked small and mid-sized companies.
3 mins
The global economy may be finding its feet again
5 mins
India's prospects for economic growth look good - but we think its promise is already priced into its stock market.
6 mins
We need to guard against AI risks
3 mins
Fading strength in the labour market and services businesses have increased hopes that interest rates can still be cut this year. Everybody is watching the Fed watch the data.
4 mins
The great uncertainty over whether and when US interest rates will fall took a twist with first-quarter GDP. Much slower growth, offsetting dynamics and higher inflation are creating a puzzle.
5 mins
Explains how we invested, engaged and voted with ESG issues in mind.
1 min
The mean-average American family is worth $1 million after years of soaring growth, wealth and income. This matters for inflation, future interest rates and the strength of the dollar.
5 mins
Rathbones’ head of equities Sanjiv Tumkur and head of asset allocation Oliver Jones discuss the outlook for global growth. Greenbank’s head of ethical, sustainable and impact research, Kate Elliot provides insight into the likelihood of a change in political leadership and what this could mean for investments.
1 min
An Iranian missile attack on Israel was thwarted over the weekend. While markets are calm, risks of escalation linger.
5 mins
A blowout jobs report is tipping bets towards fewer US interest rate cuts this year. What happens if inflation continues to bounce higher this week?
4 mins