Focus on quality, with an eye on bonds too
In his latest video update, Rathbones’ co-chief investment officer Ed Smith notes the need to focus on quality as equity gains widen out, while bonds look attractive as inflation slows.
1 min
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In his latest video update, Rathbones’ co-chief investment officer Ed Smith notes the need to focus on quality as equity gains widen out, while bonds look attractive as inflation slows.
1 min
In the looming shadow of an election
7 mins
Developed market equities have continued to perform well in the first few weeks of 2024. In part, this is commensurate with the improvement in some leading indicators of the economy, pointing towards a less challenging environment for corporate profits ahead. Edward Smith, our Co-CIO of Rathbones Investment Management, explores what this means for our investment strategy.
1 min
America’s Magnificent Seven tech titans drove equity gains last year, but the latest earnings results have been less than magnificent for some. Can they repeat their performance in 2024?
6 mins
Pessimism about UK equities is widely held. If it’s based on misconceptions, this could be opening up an opportunity.
9 mins
Rathbones’ co-chief investment officer, Edward Smith and head of equities, Sanjiv Tumkur share their views on the key questions facing investors and the market impact of the Magnificent Seven US tech giants.
1 min
Our lead article to begin the new year takes a look at the tech companies known as the Magnificent Seven. Will these 'superheroes' drive market returns again in 2024?
1 min
Why investing in UK property is not always as safe as houses.
6 mins
Major new technologies often result in investors over-extrapolating: think of radio stocks in the 1920s, or internet stocks in the late 90s. Or even the dominance of miners and oil producers in 2010 as globalisation — which is technological in a sense — was touted as never-ending.
5 mins
The fits and starts may not be over, but we’re looking forward to a more sustainable recovery beginning in 2024.
11 mins
For over a year we have been saying that a US and global recession were likely to start within the next 12 months. Our views warranted a cautious investment approach focused on areas of the market that would be likely to produce steadier returns in an economic downturn.
3 mins
The inflationary shocks caused by the pandemic and war in Ukraine are finally unwinding. But the welcome fading of these shocks doesn’t mean that we’re returning to an environment just like the one before they hit.
6 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you.
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