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David Coombs: US diary – Coming to America

Never mind the gloomy talk of ‘late-cycle capitalism’, the US is booming right now! In his diary, Rathbones Head of Multi-Asset Investments, David Coombs reports on his observations, thoughts and insights garnered from his recent US trip with David Harrison. Read more >>

Investment update - putting the correction in context

Extreme investor optimism has been dealt a blow. But growth is still strong, inflation is still low, and we believe the equity-market correction is likely to be short-lived. Read more >>

Oh! Jeremy Corbyn

The thought of Jeremy Corbyn as the UK’s next Prime Minister provokes passion across the political spectrum. For our clients and the investments we manage on their behalf, there are many questions about the impact of a Corbyn-led government; not least, what does it mean for the UK economy and market... Read more >>

Investment update - a new tune for 2018

Investment update - a new tune for 2018

Synchronicity has made a comeback this year, 34 years after topping the pop charts. Investors are touting a somewhat flimsy theory about global growth and equity returns, but we’ll be watching more convincing charts in 2018. Read more >>

Hammond eases, but still squeezes

Hammond eases, but still squeezes

A small giveaway budget offset by a grave deterioration in the outlook for UK growth and the government’s tax receipts shouldn’t move the dial for investors. Read more >>

Personal inflation calculator

How applicable is the national rate of inflation to you? We’ve created a personal inflation calculator to help you compare your personal inflation rate to that experienced by the average consumer. This personal inflation calculator provides an indicative rate reflecting the most common ways of sp... Read more >>

Inflation matters

An executive summary of the full inflation report for anyone who would like a brief overview of the key points Read more >>

Under pressure? Inflation paper

Inflation is one of the most complicated and fiercely debated economic realities of everyday life, and it’s something that concerns us all. But the prices we pay for goods and services are affected by a variety of shifting forces throughout the global economy. Understanding how they interact can pro... Read more >>

A very short history of inflation

It’s helpful to think of inflation in terms of the old adage, too much money chasing too few goods. But don’t let the simplicity of that statement fool you: the factors that influence the flow of money and the amount of goods (and services) produced are vast, and we have limited our discussion to th... Read more >>

Demographics at a tipping point

A permanent change in the age structure of a population — its demography — can alter patterns of consumption, saving and investment. It can also affect the size of the workforce and its skillset, the rate of productivity growth, and the way in which income is distributed between labour and the owner... Read more >>