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…

Housing costs make up a big part of people’s spending, yet they can often obscure what’s going on with inflation.

A gruelling year for investors actually delivered decent returns. But how much of that strong performance is in anticipation of 2024?

Fund managers from Rathbones Asset Management set out their views for 2024

A Santa rally is in full swing for stocks and bonds, capping off a year of large swells for investors. While returns flow, climate policy is ebbing at COP28 in Dubai.

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.

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.

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?

Updates on inflation and unemployment arrive this week. Will they give investors more clarity about the paths of interest rates?

The government has more cash to work with after better-than-expected GDP growth and higher tax receipts. How will the extra money be used?

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.

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?