Inflation is high but the pace of economic growth isn’t stagnating.
As concerns about Omicron’s capacity to derail economic recovery have eased. investors have begun to position themselves for rising interest rates. Markets have had a volatile start to the year, but we don’t see bear territory ahead.
You’d think that two years of pandemic-induced uncertainty would persuade David Coombs to stop trying to predict the future, yet here we are. Our head of multi-assets gives his lucky dice another blow…
The final quarter of 2021 proved to be an eventful one for the global economy, with surging inflation and ongoing concerns about supply shortages. Yet markets performed relatively well over the period despite the new Omicron strain adding to the uncertainty. As we look ahead to 2022, economic indicators suggest the post-COVID recovery should continue, and so too should earnings growth.
The battle between personal freedom and governmental control is extremely important for economic performance, argues David Coombs, our head of multi-asset investments. It affects consumption, inflation, the currency and investment.
A worrying new strain of COVID-19 has rattled investor confidence, while further complicating the unusually broad spread of paths for inflation and interest rates. But the economic recovery remains resilient.
Lots of companies have lofty green goals, but Rathbone Ethical Bond Fund manager Noelle Cazalis thinks many should be more accountable about their success in meeting them.
The ocean makes up 70% of our planet’s surface, yet it gets nowhere near the attention it deserves. Our sustainable multi-asset investment specialist, Rahab Paracha, looks at the next frontier of sustainable action.
COP26 has produced a lot of hot air, argues our head of multi-asset investments David Coombs, and that’s half the climate problem facing the world. The other half is empty gestures and a lack of action.