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Review of the week: A Lot Going On
Last Updated: September 30, 2025
There’s a veritable sea of moving parts out there in the global economy, which are keeping investors on edge. The big question is, how will they influence central bankers?
Review of the week: Up like a balloon
Last Updated: September 30, 2025
Central bankers have sat on their hands for another month, sending the prices of stocks and bonds soaring. While interest rates seem to have peaked, the full effects of previous increases are yet to be felt by households and businesses.
Review of the week: Happiness is Relative
Last Updated: September 30, 2025
After a miserable year for living standards, Brits are feeling much better about their lives and their futures. But how much will that move the dial for retail spending and economic growth?
A SPECIAL THANKSGIVING
Last Updated: September 30, 2025
Our Rathbone Global Opportunities Fund manager James Thomson celebrates a phenomenal 20 years at the helm this November. He looks back and wonders about his youthful exuberance.
Review of the week: Why not deflation?
Last Updated: September 30, 2025
A bout of runaway inflation could persuade some people that no inflation would be better than any at all. That’s a dangerous path to take.
Review of the week: An old-fashioned Santa rally
Last Updated: September 30, 2025
A gruelling year for investors actually delivered decent returns. But how much of that strong performance is in anticipation of 2024?
Review of the week: Gimme shelter
Last Updated: September 30, 2025
Housing costs make up a big part of people’s spending, yet they can often obscure what’s going on with inflation.
Twenty-twenty (four) vision
Last Updated: September 30, 2025
After the roller coaster that was 2023, the team discuss getting their bearings for the year ahead. Then, speaking of creaking behemoth structures in need of investment, they explain why they’ve been buying general infrastructure funds for the first time ever. Finally, a new portfolio holding is German medtech company Carl Zeiss, which specialises in cutting-edge tools for eye health. Perhaps some of Carl Zeiss’ products may help us all better see what the year ahead might hold…
Review of the week: Shoppers on strike?
Last Updated: September 30, 2025
UK retail sales slumped in December while inflation went in the other direction. Is the UK now in recession, albeit the mildest of the mild?
Review of the week: The oracle of Threadneedle Street
Last Updated: September 30, 2025
No change to monetary policy is expected this week, but investors will be eager for any clue about the Bank of England’s thoughts on inflation and interest rate cuts.
Review of the week: Political football
Last Updated: September 30, 2025
France goes to the polls for the first round of voting, the two candidates for the White House spar and the Euro knockout phase begins.
Review of the week: Don’t tread on me
Last Updated: September 30, 2025
US jobs strength pushes back interest rate cut forecasts yet further. Meanwhile, higher rates and changing business needs keeps squeezing commercial property.