We can see a path to better returns, but there are substantial dangers to be guarded against.

Rathbones’ co-chief investment officer Ed Smith explains why we can see a path to better returns, but there are substantial dangers to be guarded against.

A giant fiscal package reduces the risk of a very deep recession, but high inflation could stick around for longer.

Rathbones’ co-chief investment officer Ed Smith explains how we try and overcome often unhelpful behavioural biases.

Rathbones’ co-chief investment officer Ed Smith explains that worsening economic data suggests that an American recession is now more likely than not.

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.

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. 

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.

Rising interest rates, slowing GDP growth and war have rocked markets. Stock prices say recession is locked in; but as Ed Smith explains in this nine minute video, we’re not so sure. It’s a significant risk, but there’s more resilience in today’s economy than many investors think.

Rising interest rates, slowing GDP growth and war have rocked markets. Stock prices say recession is locked in; we’re not so sure. It’s a significant risk, but there’s more resilience in today’s economy than many investors think. 

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.