Inflation fears roiled markets in early February after a record stretch of stock market calm. Our chief investment officer, Julian Chillingworth, looks ahead.
As borrowing costs rise, more companies might start toppling over, warns David Coombs, our head of multi-asset investments.
Rathbones’ head of asset allocation research Edward Smith looks at a number of inflation scenarios that we believe might play out over the next 20 years, and concludes that there is no reason to fear an inflation bogey man.
As liquidators pick through the mess of the Carillion failure, our multi-asset investments head, David Coombs, ruminates on bargains that come back to bite you.
Global growth is robust, employment is strong, and almost everywhere you look asset prices have been rising. Edward Smith, our head of asset allocation research, examines why despite this strong backdrop wage growth remains so weak, and where it's headed.
Our head of multi-asset investments, David Coombs, gazes into his crystal ball as he prepares for 2018
Taking some time off for a trip out East, our workaholic multi-asset assistant manager Will McIntosh-Whyte stumbles upon a gamers’ den.
The popular view is that as populations age around the globe, the world will go the way of Japan – into deflation. But some things – like spending – don’t slow with age, and the opposite could happen, as our head of asset allocation research Edward Smith explains.