Pumped up on monetary and fiscal boosters, global equity valuations soared over the summer. In this latest InvestmentView chief investment officer Julian Chillingworth ponders whether investor sentiment has lost some of its natural immunity to setbacks.
The eyes of the world will be watching the COP26 global climate summit next week. Our stewardship director Matt Crossman asks: what will make it a good COP? And how will we know if it’s a bad one?
Reopening economies have strained global networks of distribution and upended labour markets. Silver linings though: it’s saved our head of multi-asset investments David Coombs £85.
The petrol crunch has caught out Will McIntosh-Whyte, our multi-asset portfolios fund manager, much to the glee of his electric car owning stepfather.
Hours-long queues for petrol focuses the mind on the importance of businesses that have been dismissed as ‘old-economy’. Rathbone Income Fund co-manager Carl Stick explains why he’s been adding to a few of them this year.
As our offices start to fill back up again, we may not be sitting as comfortably as we might have hoped. But we do have reasons to stay cheerful.
Subscription-driven cash flows have been the gold standard for many industries for decades now. Senior multi-asset investment specialist Craig Brown takes pause at coffee-as-a-service.
Punchy valuations for high-growth stocks are at risk of getting upended by any rise in bond yields. Our head of multi-asset investments, David Coombs, explains why he’s building up his cash.