Review of the Week: Thanks for not travelling... Thanksgiving may be a super-spreader event this year, as governments around the world try to plan ...
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WILL INVESTORS' MEMORIES WITHSTAND ANOTHER LOCKDOWN?... October’s end was anticlimactic due to the anticipation of the upcoming Presidential, Hou...
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Review of the Week: The race to roll out a vaccine is on as markets soar... News of a potentially viable vaccine is welcome, yet markets have rocke...
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Review of the Week: Telling stories... When it comes to grabbing headlines and stealing attention, reality is at a disadvantage to imagination. Rat...
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Review of the Week: Here we go again... England will soon plunge back into lockdown. It shouldn’t be as economically painful as the first time ar...
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Biden versus Trump With a deeply polarised US electorate about to choose its next President, Rathbones' chief investment officer Julian Chillingwor...
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Review of the Week: The spooky season... Halloween is stuffed full of potential frights this year and a bit light on the fun. Rathbones’ chief in...
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Review of the Week: Sliced and diced... We all try to structure our financial affairs as efficiently as possible, so we have more money to do what ...
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Review of the Week: Predicting the unpredictable... Biden has taken the edge in the polls, but previous experience begs the question: do polls real...
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Up, up and away with momentum investing It is our opinion that the markets are being driven higher by momentum style investing and less so by val...
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Review of the Week: Computer Says No The government started the fourth quarter with the political equivalent of a kitchen-sinking. Best to focus yo...
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Review of the Week: Time Flies... There’s so much going on that it can seem like nothing in isolation makes any difference. That’s not true, ar...
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Review of the Week: Post-holiday blues... As winter approaches, the news looks glum. Yet we should take heart from our ability to adapt, argues Rat...
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Review of the Week: Balancing Act The infectiousness of COVID-19 means economic growth is often bundled with new cases. Governments, people and bus...
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Review of the week: Otherwise fine As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures....
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Review of the Week: White House Rescue Congress failed to seal a benefit extension for unemployed Americans or figure out how to support cash-strap...
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Review of the Week: Control the message Corporate results fared well during lockdowns, yet they are still well below pre-pandemic levels. Rathbones...
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Review of the Week: Foxes and Storks... Investors have piled into gold as the reality of US-China diplomacy starts to resemble Aesop’s fabled fox...
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Review of the Week: Harder than you think... For months, the American economy has shrugged off a muddled response to the pandemic, posting better-t...
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Up, up and away - only Icarus has to worry June 2020 Market Review The markets continued their seesaw activity and yet managed to eke out the ...
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Review of the Week: Looking ahead The situation is a bit foggy right now, so investors are trying to figure out whether economies and companies are...
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Review of the Week: Tally ho! Call it pluck or devil-may-care recklessness, the UK has committed to diving out of the EU completely in 2021, deal o...
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Review of the Week: Independence Day Lockdown... People are extremely adaptable as prolonged lockdowns have shown. Yet Rathbones' chief investment ...
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Review of the Week: Money showers... After the pandemic response, outstanding UK government debt is now as big as the whole economy. But that’s n...
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Review of the Week: What lockdown looks like... UK GDP fell off a cliff during the lockdown. That shouldn’t be a surprise, argues Rathbones’ ch...
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Superman is alive and well in the United States. Faster than a speeding bullet, he can trade around the globe, and print money to save e...
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Review of the Week: KA-boom... Stock markets are soaring higher as the developed world starts to relax lockdowns. Yet the virus is spreading rapidl...
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Review of the Week: Injustice burns… America seems chaotic from the top down. Yet, if you look hard at the bottom – main street – you can get...
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Review of the Week: A matter of perception… While we’re all theorising about whether looking at a castle is the best form of optometry, really ...
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Review of the Week: The most important resource... Our kids are going to lead us out of lockdown, as the government makes some tough decisions. Rat...
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Rathbones' Review of the week: Influencing behaviour... The government has unveiled its lockdown exit plan to mixed reception. Rathbones’ chief i...
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Rathbones Review of the Week:Â Victory is coming... This Friday we remember the victory of an older generation. They won peace and reshaped the wor...
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Rathbones Review of the Week: Too much oil... Crazy phenomena like negative oil prices will keep popping up over the coming months, warns Rathbones...
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Rathbones Review of the Week: Peak sadness… Stocks have shot higher even as people are laid off in droves and the virus continues to spread. Inve...
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Black Swans are surprises that change the current norm and can radicalize conventional thinking, and COVID-19 qualifies as a Black Swan big enough...
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Rathbones’ Review of the Week: The Bramble Bush... With the virus outbreak still in full swing, some Western nations are already mulling a relaxa...
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Review of the Week: The Eye of the Storm... Europe’s COVID-19 cases seem to be peaking, the UK has at least another fortnight to go and Americaâ€...
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THE CAVALRY (FINALLY) ARRIVES... The pandemic is spreading rapidly in the US, which is now following the rest of the West into self-isolati...
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We’re sharing the commentary below from our subadvisors at Rathbone Unit Trust Management in the UK, who manage three of our mutual funds on behalf ...
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Review of the week: The fury of the storm... The pandemic has pounded global markets, spreading fear and upending commerce and people’s lives. Ch...
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For the second half of 2019 we advised our concern about stock markets trading at lofty valuations and that any disappointment on the economic news, g...
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Q3 2019 GLOBAL ECONOMIC REVIEW AND OUTLOOK Economic Review Q4 Having decelerated for the past 18 months, the pace of global growth is expected t...
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