Macro-economic outlook


Macro economic outlook 2018

With unemployment at a multi-decade low and a slowing UK economy, should investors be focussing on volatility as we move into 2018? Please join Julian Chillingworth on 9th January at 11am to explore our house views for 2018 against a backdrop of unprecedented uncertainty. Julian will be examine t... Read more >>

What a difference a year makes….

Rathbones’ Asset Allocation Strategist, Ed Smith, reflects on one year since the outcome of the Brexit referendum and assesses the impact of the decision to leave the European Union on the UK economy. Read more >>

Macro economic outlook 2017

Stock markets emerged unscathed from the shock of the EU referendum result and the election of Donald Trump, but will investors be so sanguine in 2017? On 12 January at 3pm, you can join Julian Chillingworth, CIO for Rathbones, to discuss our house views for 2017 amongst a backdrop of unprecedent... Read more >>

Rathbones’ Smith: "Lightning strikes twice"

Taken at face value, Trump triumph sets US up for years of policy fantasy Read more >>

Investment update - EU referendum

Following yesterday’s momentous EU referendum vote, our investment research team has prepared an update on the initial market and political impact, and the longer-term considerations. There will be considerable market moves, not just in the UK, but around the world, as the implications are work... Read more >>

Rathbones Edward Smith on the EU referendum

Ahead of the EU Referendum, Rathbones Edward Smith talks about some Brexit myths Read more >>

Q1 2016 Market update

Important information

“Equities are no longer expensive”

Investors are now asking whether markets are still too expensive. Elevated valuations have been a headwind to global equity returns for the last two years. However, after the recent correction most major markets appear somewhat undervalued across a variety of metrics. For further press informat... Read more >>

Another replay of the credit crises of 2008?

After the US Federal Reserve raised interest rates in December, global monetary policy diverged for the first time since 2008 – excepting, of course, the ill-advised and short-lived European Central Bank tightening of 2011. Investors fretted that the Fed’s move would combine with slowing Chinese gro... Read more >>

Sentiment not backed up by fundamentals

Rathbones CIO, Julian Chillingworth offers perspective on recent market moves Read more >>