Will AI change the world?
We delve into the world of generative AI, demystify this technology craze and consider the investment opportunities and risks it might bring.
1 min
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you.
We delve into the world of generative AI, demystify this technology craze and consider the investment opportunities and risks it might bring.
1 min
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.
1 min
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.
1 min
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.
1 min
In hindsight we underestimated the resilience of the global economy in 2023 and could have advocated taking more risk. But as Rathbones’ Co-CIO Ed Smith explains in this video, global earnings have been falling since January and equity markets have been largely driven by sentiment.
1 min
The darkest hour for economic indicators is still approaching; then comes the dawn.
11 mins
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.
1 min
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.
1 min
What to do when markets and data seem full of conflicting messages
13 mins
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.
1 min
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.
2 mins
A year of rapid-fire interest rate hikes by central banks is yet to be fully felt by the wider economy. Rathbones’ co-chief investment officer Ed Smith explains why that makes us cautious.
2 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you.
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