Knowledge and Insight - Markets

The global economy may be finding its feet again

India's prospects for economic growth look good - but we think its promise is already priced into its stock market.

We need to guard against AI risks

Rathbones’ head of equities Sanjiv Tumkur and head of asset allocation Oliver Jones discuss the outlook for global growth. Greenbank’s head of ethical, sustainable and impact research, Kate Elliot provides insight into the likelihood of a change in political leadership and what this could mean for investments.

Our 10th anniversary edition of Investment Insights leads with a hopeful note, looking at why we believe stronger foundations are being laid for a broad, sustainable recovery in stock markets.

Will it be a case of the tortoise versus the hare, with last year’s winners taking a breather while the laggards catch up?

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.

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.

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?

Pessimism about UK equities is widely held. If it’s based on misconceptions, this could be opening up an opportunity.

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.

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?