Les Misérables
On the eve of the most telegraphed election result in UK history, the team turns instead to a murkier electoral outlook in Europe.
2 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you
On the eve of the most telegraphed election result in UK history, the team turns instead to a murkier electoral outlook in Europe.
2 mins
Inflation is on our agenda but not quite in the way you might expect. We discuss the outlook for inflation in the longer term and consider how some big structural changes could shift perceptions on what’s a ‘normal’ rate of inflation.
2 mins
In an election extravaganza of a year the team discuss how they will navigate the many political changes which may be ahead, Plus, they delve into diversification and the UK medical equipment company Smith & Nephew.
2 mins
While the US economy and markets seemingly look in a pretty good place right now, the team discuss one of the potential flies in the ointment: US commercial real estate. Many worries have been floated about large cuts to office property values – are they valid? And if so what second order impacts could there be? The focus then turns eastward to the rise of Japan’s stock market and increased investor interest. This leads the team to discuss whether years of corporate reform could mean a new dawn for the nation or just another false one. Finally, the Magnificent Seven is tackled head on as the team discuss Nvidia, the darling of the market, to highlight what the company does, how it has changed, and why it has earned plaudits and a stratospheric share price rise.
2 mins
With plenty of debate about the state of the US economy, whether the inflation dragon is slain or not, if the landing will be a soft one, and when the Fed might start cutting rates, the team discuss whether the US economic porridge is too hot, too cold or just right.
2 mins
The Magnificent Seven was the buzz phrase of 2023 as seven stocks drove so much of the return from US equity markets. America isn't the only place with a concentration issue though: it’s the same picture in Europe and the UK. The team look forward and discuss what risks and opportunities may lie ahead as a result of this phenomenon. They then turn to the defence sector and why there might be some meaningful changes afoot to drive more government spending in this area. Finally, Canadian e-commerce company Shopify is on the agenda as the team outline the company's broad appeal, along with the ups and downs of their journey owning this name.
2 mins
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…
2 mins
With all the shenanigans since our last episode, is the UK now a relative beacon of political stability? If so, does that move the dial for the prices of British assets? The team explain why capital discipline and the resiliency of ad revenue are the order of the day for them given recent weaker earnings from the US tech giants. Finally, do political shifts in China change the long-term picture for investing in the country?
2 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you
Rathbones Asset Management
30 Gresham Street
London
EC2V 7QN
Rathbones Asset Management Limited is authorised and regulated by the Financial Conduct Authority and a member of the Investment Association. A member of the Rathbone Group. Registered Office 30 Gresham Street, London EC2V 7QN. Registered in England No 02376568.
© 2024 Rathbones Group Plc
Incorporated and registered in England and Wales. Registered number 01000403
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.