Please Mr Trump, don't mention the war.
The global economy is sinking into a slowdown, but is this the beginning of the end? It’s too early to tell.
It can be hard to spot the time flowing by as the days roll into weeks and months into years, laments multi-asset fund manager Will McIntosh-Whyte. And you’d better be careful, he warns, because inflation works just the same way.
Stocks soared to new highs in June, but more pessimistic bond markets tolled a more ominous note amid weaker growth, falling earnings, trade tussles and other troubles. Chief investment officer Julian Chillingworth considers the mixed messages coming from stocks and bonds.
Some optimism has helped to bolster markets which have rebounded from the dog box they were in. Julian Chillingworth, Rathbones chief investment officer, explains why we are cautiously confident but still mindful of the looming threats to global growth.
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.
Tour de France glory for a Welshman gets head of multi-asset investments David Coombs pining for what could have been and also reminds him to be grateful for team players.
The spectre of higher inflation and rising interest rates sent a shudder through global markets in February. It could still cause some sleepless nights over the rest of the year, but we don’t see anything too alarming on the horizon.
Trade threats and tech troubles have made investors nervous, but economies around the world remain healthy and relatively vibrant. Our chief investment officer, Julian Chillingworth, says markets are likely to remain rocky, but that should provide opportunities.
The threat of higher inflation and rising interest rates spooked global stock markets in February and pushed up government bond yields. We expect the trend of rising yields to persist and be a dominant investment theme over the coming year, with implications for equities.