Tentative hopes that the painful surge in inflation was easing were dashed when US inflation lurched higher in the latest release. Market volatility may not ease meaningfully until there’s clear confirmation that inflation has peaked.

While the drops in the prices of some of the world’s hottest (and most expensive) stocks are eye-watering, Rathbone Income Fund managers Carl Stick and Alan Dobbie argue there’s a reason for the extent of the falls. They ask: did too many investors simply forget that valuation matters.

We’ve all got used to cheap flights, meals and clothes, but it was all predicated on low wages in many sectors, argues David Coombs, our head of multi-asset investments.

As the UK gears up for its first-ever Platinum Jubilee, the Rathbone Ethical Bond Fund is celebrating its own historic milestone. Fund Manager Bryn Jones looks at what might lie ahead as bond markets move into a new cycle and the transition towards a greener, more circular economy gains still more momentum.

The UN-backed Sustainable Development Goals (SDGs) were created to balance the economic, environmental and social pillars of sustainability. Yet the recent energy and food crises show just how difficult this can be, notes our sustainable multi-asset investment specialist Rahab Paracha.  

Can our overburdened planet keep supporting all the people on it? Bryn Jones, lead manager of our Ethical Bond Fund, thinks the swelling number of people on earth raises the prospect of big shortages of basic necessities. He explains how this impacts his team’s decisions and offers some hope that bond investors can help make a difference.  

Charlton Heston and our head of multi-asset investments David Coombs have little in common. But they both hate the walking dead.

We’re living in an era in which human activity is radically changing the planet, according to a raft of scientific data. Bryn Jones, lead manager of our Ethical Bond Fund, explains how this influences his team’s long-term decisions.

Bear markets are taking their toll. Our head of multi-asset investments, David Coombs, explains how his team are trying to protect portfolios and prepare for a better future.

Financial markets remained rocky in April amid growing worries about the downside risks to global growth. The one bright spot was company earnings which, by and large, proved better than expected. From here, what matters most for investors is whether there will be a recession. The risks have risen – we’re working with a 30% probability within 12 months – but it’s not our base case and that means we’re staying invested. 

In the midst of an unfolding humanitarian crisis, our thoughts are first and foremost with the people of Ukraine. But with an eye to our duty to our clients, we explain our views on the impact of the war and other big uncertainties investors are facing.

With Russia’s invasion of Ukraine triggering sanctions and potentially cutting off supplies of fossil fuels, the transition to clean energy just got more complicated.