Knowledge and Insight - Economy

An American recession is now more likely than not. A broad decline in leading indicators steers us to be yet more defensive, but there are both bullish and bearish arguments to be made.

The Old Lady of Threadneedle Street is putting off a ghoulish vibe, giving people the chills despite the summer drought.

A faultless tournament from the English women’s football team lands a team of dreamers a top-shelf prize, offering a welcome ray of good news in a tough year.

The eyes of the world’s markets are firmly on the US as it gears up for a critical week of economic data releases and corporate earnings announcements. 

The central banks’ fight against inflation blazes on, now joined by boiling weather all over the Northern Hemisphere. Why does Europe have the toughest path ahead of it?

It’s bye bye for Boris after one scandal too many, yet it shouldn’t affect UK markets much if at all. Meanwhile, the Bank of England is making sure British banks are as safe as houses.

Our latest Investment Insights highlights why we still see US or global recession as unlikely over the next 12 months, while also exploring some crucial differences that make the UK more vulnerable. 

It was the worst six months in 50 years for US stocks, yet the market is still comfortably higher than before the pandemic struck. Risks have risen, but there’s also room for optimism.

Rathbones’ co-chief investment officer Edward Smith explains how we see reasons for optimism, but remain vigilant.

Still no clear sign of recession in the months ahead, but no catalyst for fears to subside yet either.

We hosted a breakfast for founders with the following female investors: Saranyah Douse, investment manager, Octopus Ventures, Kimberly Martin, regional head, Boost and CO and Harriet Rosethorn, investment manager, Puma Private Equity.

Our latest edition starts by comparing and contrasting the current outlook with 1970s ‘stagflation’. New this quarter are regular feature articles looking at one of our long-term investment themes and a topic with ESG implications. This time we consider opportunities in sustainable agriculture and what the war in Ukraine means for the green energy transition.