Knowledge and insight
Why US government bond yields are scaring some investors
The yield curve is all the rage in the financial press, with more people searching for it on Google than at any time since 2005, which was the last time it inverted. But what is the yield curve? What does it mean for it to invert? And why should we care?
Shedding light on Brexit ‘unknowns’
A decision tree for navigating Brexit uncertainty
Why stewardship matters
Unchecked decisions at high levels were at the heart of the global financial crisis. Today, a decade later, there is a far sharper focus on how organisations are governed, with institutional investors expected to take a much more robust stance in calling to account the companies whose shares they own. As a leading asset manager, Rathbones takes its stewardship responsibilities seriously.
UK equities look attractive across various valuation measures
UK stocks have underperformed other major developed markets so far in 2018, extending a pattern that has been in place since the June 2016 vo
Concerns that inflation is about to take off appear unjustified
The spectre of higher inflation and rising interest rates sent a shudder through global markets in February. It could still cause some sleepless nights over the rest of the year, but we don’t see anything too alarming on the horizon.
Financial planning: estate of the nation
Passing on wealth has never cost the UK so much. Inheritance tax (IHT) receipts are surging and reached a record £4.9 billion last year. With property prices rising and IHT allowances frozen until 2021, that trend is likely to continue.
In a post-Brexit world, Britain may have to become less reliant on its financial services sector and the South East.
A new way of thinking about income
Interest rates and bond yields headed to the floor in the wake of the global financial crisis and have more or less stayed there since. In this “new normal”, generating a sufficient income may require new ways of thinking.
Putting market movement into context
Investor sentiment had been extremely optimistic in recent months and markets overbought, but that is no longer the case.