Bond yields and a new season’s flowers both sprung up last month, heralding an end to the dark days of lockdown winter. Chief investment officer Julian Chillingworth ponders the big question on investors’ minds – does this also foreshadow a prolonged period of higher inflation?
From the outside looking in, sustainable investment analysis may seem like information overload. Amid all of the data, is it possible to see both the forest and the trees? Rathbone Greenbank deputy head of research Kate Elliot says yes.
After a busy start to the year there’s still a lot of uncertainty swirling around in markets. But economies tend to bounce back hard after sombre periods, and hope remains that our eventual return to ‘normal’ will be no different.
We’re all craving the end of lockdown and a bit of freedom. But Craig Brown, our multi-asset investment specialist, wonders just how many of us will be in the position to spend up large.
It looks like we’ll all be staying in this Valentine’s Day. But multi-asset fund manager Will McIntosh-Whyte is looking forward to some quality time away from the screens.
As China celebrates the Year of the Ox, our head of asset allocation research Edward Smith considers the health of the world’s second-largest economy – and the resulting implications for global trade and financial markets.
As you may have seen in your clients’ portfolios, the US dollar has been tottering a little lately. Head of asset allocation research, Ed Smith, asks if this is a short-term wobble or whether the dollar may lose its perch after decades of dominance?
As investors look ahead to a time when the pandemic will be over, Ed Smith and Sanjiv Tumkur, our respective heads of asset allocation and equity research, question whether equity markets are in the midst of a great rotation from ‘growth’ to ‘value’.