Investment Update: It takes time for things to break
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
11 mins
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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
11 mins
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.
1 min
Our latest InvestmentInsights looks to demystify some misconceptions about growth and value investing, with important implications given the risks of recession this year. We also highlight the signs we will be looking for to know when it's time to turn more positive.
1 min
In these videos Rathbones’ co-chief investment officer Ed Smith gives a review of 2022 and discusses our outlook for 2023.
1 min
We can see a path to a new bull market in the second half of 2023, but we’re not there yet.
14 mins
Our latest Investment Insights looks to take the global economy's pulse at a time of great uncertainty in the outlook for the global economy and markets. We take a look at the different challenges facing the world's major economies, and how we can adapt our investment strategy in the face of an increasingly difficult backdrop.
1 min
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.
1 min
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.
1 min
Risks of higher inflation and slower growth have gone up, and so too have the number and degree of uncertainties around the investment implications.
9 mins
Ukrainian troops and pro-Russian separatists have traded fire and recriminations in the annexed territory of eastern Ukraine, taking the region to the brink of war.
7 mins
It’s been a difficult start to the new year for investors, with the global equity benchmark falling into so-called ‘correction’ territory. We can't say for sure when the pain will end, but for the reasons set out in this update, we are confident the correction will be short-lived.
9 mins
Inflation is high but the pace of economic growth isn’t stagnating.
6 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you.
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