In the wake of the 2008 financial crisis, the message from regulators to the investment industry was clear — society needs you to be active and responsible investors. For many asset managers, this meant thinking about signing the Stewardship Code, and upping their game on proxy voting and engagement with underlying companies.
We’ve always been a nation of shopkeepers and spendthrifts. But how we get our retail fix today is dramatically different to even five years ago, let alone the turn of the millennium
Our asset allocation strategy team considers whether the field of outperforming stocks is narrowing, and comes to an unexpected conclusion worth considering when advising your clients on investments.
Owing to its size and influence around the world, what happens in the US economy has important implications for financial markets everywhere.
With markets lurching from greed to fear and back again, Rathbones head of multi-asset investments discusses the importance of having good shock absorbers in your portfolio.
Equity markets are in a happy mood, climbing through a fog of uncertainty with omens of recession tolling from the bond market. Julian Chillingworth, Rathbones chief investment officer, explains why we think it still makes sense to stay invested, but with vigilance.
Risk has returned. Markets have roared back from the recession angst that characterised the final months of 2018.
Don’t let robots blindly guide you, warns David Coombs, our head of multi-asset investments. Algorithms are great investors right up to the point when things change – which is more often than programmers would like.
As with most things in life, should you expect to get what you pay for when it comes to managing your clients’ investments? Rathbones business development executive Julianne Smith poses the question – how smart is ‘smart beta’?