Knowledge and Insight - Investment insights hub

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.

As the inflationary shocks caused by the pandemic and war in Ukraine finally begin to unwind, we take a look at how the world has changed profoundly, and the opportunities available to us as investors along with it.

The darkest hour for economic indicators is still approaching; then comes the dawn.

Rathbones’ co-chief investment officer, Edward Smith and head of equities, Sanjiv Tumkur provide an update on the market outlook. They discuss current thinking on the wider global economy and markets, in addition to some of the key developments to watch out for over the rest of the year.

Markets and economic data have been sending conflicting signals. Technology shares are being snapped up as new AI applications like Chat GPT burst onto the scene. But most of the rest of the global equity markets remain in the doldrums, and government bonds have had a drubbing. But there are plenty of reasons to be cheerful as we look to relax and enjoy the rest of the summer.

What to do when markets and data seem full of conflicting messages

Rathbones’ Edward Smith, co-chief investment officer, and Jing Hu, senior asset allocation analyst, give an update on some of the key themes shaping the investment outlook including the banking sector, the outlook for inflation and interest rates as well as a review of China.

We’ve certainly had a difficult start to the year, but what is the investment outlook as we look forward to sunnier days ahead? Our latest Investment Insights considers some of the key themes – such as expectations versus reality for US company profits and the search for inflation protection. 

But reality has yet to set in for equity valuations, especially in the US.

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

Hear from our co-chief investment officer, Edward Smith and head of client development, Ian Dembinski in our quarterly Investment Insights webinar which highlights some of the key themes that are set to shape the investment landscape in 2023.