Review of the week: A chill wind blows... A week of Fed watching cooled the recent rise in US Treasury yields, sending the dollar and sterling lowe...
View commentary
Review of the week: Resurrection... The US economy is rocketing towards recovery, with jobs, confidence and output soaring amid a strong vaccinatio...
View commentary
The delicate web of trade... The strands of trade connecting markets are as important to our living standards as they are fragile. A stranded ship in...
View commentary
Review of the week: Calm in the eye of the storm... As the fight against COVID-19 continues, economies are beginning to reopen. Are we about to exp...
View commentary
Review of the week: Cheques and balances... The average American family has received $11,400 of government cheques since the pandemic began. Thatâ€...
View commentary
Review of the week: America Rising… The US is about to turn on the spending taps once again to combat the effects of the pandemic. This time it c...
View commentary
Review of the week: Bond vigilantes... When bond markets move, governments and stock markets take note. A swift rise in yields has rattled equities...
View commentary
Review of the week: Sprouts of Spring… Flowers, hopes and yields are rising as spring approaches. Still, the UK government is only very cautiousl...
View commentary
Review of the week: Profits are Back… Company profits are bouncing back earlier than expected. How quickly will our economies come back to life o...
View commentary
Review of the week: Ghosts of the past... Are we due a re-run of the Roaring Twenties? And if so, what does that mean? A look back at the world’s l...
View commentary
Review of the week: Like birds in the sky... When the going gets weird, the weird turn pro. The GameStop upheaval on Wall Street is part of the ongoi...
View commentary
Review of the week: No guarantees... Markets have had a stellar run, despite mixed news on inoculations. It’s in everyone’s interests for asset p...
View commentary
Review of the week: E pluribus unum... One President will be sworn in as his predecessor is set to be impeached. What matters for the US now is a u...
View commentary
Review of the week: A holiday like no other... While we were all cooped up inside, everything was happening out there. Breakthroughs on Brexit and ...
View commentary
Review of the Week: Last Chance Bistrot Brexit trade deal talks have busted through yet another hard deadline. With time short and relationships stra...
View commentary
Review of the Week: Playing fair by trade... Brexit was always going to be hard. The tortuous negotiation of a trade deal highlights the difficult ...
View commentary
Review of the Week: Making sense of the numbers… Stock markets shot the lights out in November as news of promising vaccines hit the wires. The r...
View commentary
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 ...
View commentary
WILL INVESTORS' MEMORIES WITHSTAND ANOTHER LOCKDOWN?... October’s end was anticlimactic due to the anticipation of the upcoming Presidential, Hou...
View commentary
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...
View commentary
Review of the Week: Telling stories... When it comes to grabbing headlines and stealing attention, reality is at a disadvantage to imagination. Rat...
View commentary
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...
View commentary
Biden versus Trump With a deeply polarised US electorate about to choose its next President, Rathbones' chief investment officer Julian Chillingwor...
View commentary
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...
View commentary
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 ...
View commentary
Review of the Week: Predicting the unpredictable... Biden has taken the edge in the polls, but previous experience begs the question: do polls real...
View commentary
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...
View commentary
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...
View commentary
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...
View commentary
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...
View commentary
Review of the Week: Balancing Act The infectiousness of COVID-19 means economic growth is often bundled with new cases. Governments, people and bus...
View commentary
Review of the week: Otherwise fine As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures....
View commentary
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...
View commentary
Review of the Week: Control the message Corporate results fared well during lockdowns, yet they are still well below pre-pandemic levels. Rathbones...
View commentary
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...
View commentary
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...
View commentary
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 ...
View commentary
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...
View commentary
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...
View commentary
Review of the Week: Independence Day Lockdown... People are extremely adaptable as prolonged lockdowns have shown. Yet Rathbones' chief investment ...
View commentary
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...
View commentary
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...
View commentary
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...
View commentary
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...
View commentary
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...
View commentary
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 ...
View commentary
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...
View commentary
Rathbones' Review of the week: Influencing behaviour... The government has unveiled its lockdown exit plan to mixed reception. Rathbones’ chief i...
View commentary
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...
View commentary
Rathbones Review of the Week: Too much oil... Crazy phenomena like negative oil prices will keep popping up over the coming months, warns Rathbones...
View commentary
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...
View commentary
Black Swans are surprises that change the current norm and can radicalize conventional thinking, and COVID-19 qualifies as a Black Swan big enough...
View commentary
Rathbones’ Review of the Week: The Bramble Bush... With the virus outbreak still in full swing, some Western nations are already mulling a relaxa...
View commentary
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€...
View commentary
THE CAVALRY (FINALLY) ARRIVES... The pandemic is spreading rapidly in the US, which is now following the rest of the West into self-isolati...
View commentary
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 ...
View commentary
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...
View commentary
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...
View commentary
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...
View commentary
