Blog - Economy

As the holiday season winds down and we get back to our desks, we may have mixed feelings about recognising that longer lifespans will probably keep us working for longer. Rathbone Income Fund co-manager Carl Stick looks at some of the innovations that might help us stay in fine fettle.

A flurry of new UK government spending raises concerns that Labour will return to its tax and spend habits. Multi-Asset Portfolios Fund Manager David Coombs mulls whether current trends will put interest rate cuts on pause.

Former President Donald Trump is the odds-on favourite to win the US election in November, despite the Democrats’ decision to bring on a last-minute substitute. Flashbacks to the bad old days of the pandemic help Multi-Asset Fund Manager David Coombs remember the playbook of dealing with him.

Multi-asset fund manager David Coombs channels some empathy for Gareth Southgate, as he looks to put together a portfolio that can achieve optimal performance over the long haul, but may look out of touch during periods when market momentum is against you.

Labour will form the next government in the UK. While it may take time, new ideas could help solve the nation’s long-standing lack of investment and help boost the stock market from its doldrums, argues Rathbone Income Fund Manager Alan Dobbie.

Could fortunes be turning for British stocks, asks Rathbone UK Opportunities Fund Manager Alexandra Jackson. As the UK prepares to vote in the sunshine, investors seem more optimistic than they’ve been for years.

You don’t know what you’ve got till it’s gone – or gets super expensive, notes equity investment specialist Michael Cumberlidge. Demands on our electricity grids are going to grow rapidly in coming years, so we need to invest in them now.

Rathbone Income Fund Manager Carl Stick argues that relentlessly busy bees aren’t always as productive as they seem. Might the answer be to do fewer things better?

Since joining our Multi-Asset Team earlier this year as a fixed income analyst, Sally Hoang has really enjoyed the cross-asset lens that’s used when analysing investments. Combined with her background as a pharmacist, it helps her understand the potential for AI in healthcare.

Sticky inflation and wild swings in rate-cut expectations have tested investors’ mettle over the last few months. Assistant Rathbone Greenbank Global Sustainable Bond Fund Manager Christie Goncalves explains why she believes sustainable bonds could be one corner of the fixed income market offering welcome resilience.

Government bonds have given investors whiplash as their yields bounce around the place like a psychopath in 1950s Italy. Yet multi-asset portfolios fund manager David Coombs explains why he’s holding on tight.

Bond fund manager Stuart Chilvers explains why lower interest rates won’t sap corporate bonds’ juicy income yields straightaway.