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Robot hands on keyboard

7 mins

31 May 2023

Of robot overlords and paperclips

Artificial intelligence is invading our world one conversation at a time. True to form, head of multi-asset investments David Coombs is hedging his bets about how it will affect his portfolios – and his job.

Of robot overlords and paperclips
Chinese door

3 mins

18 May 2023

Peak China? It’s been and gone

Peak China? That’s the question raised in the latest edition of the Economist. Rathbones head of asset allocation Oliver Jones summarises why we think the days of super-charged Chinese growth are over.

Peak China? It’s been and gone
Computer-code-web

2 mins

12 May 2023

Artificial returns?

<p>Virtually everyone you talk to is bearish. The future is uncertain. Inflation isn’t falling as fast as everyone would like. Costs from labour to debt interest payments are rising. Central bankers are like a riddle of sphinxes.</p> <p>And yet, stocks are comfortably up year to date, particularly the digital titans of America: Microsoft, Alphabet, Apple and Amazon, all of which we own, and Meta and Telsa, which we don’t.</p>
Artificial returns?
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