US
Bonds
The events of July and August cemented rates in the UK at all-time lows. With the cheapest bond in the yield curve being the 30-year gilt (yielding 1.4%), there has been little respite for conservative allocation to fixed income markets.
21 October 2016
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2 min read
Commodities
It is time to head back to the combustible subject of oil. Regular readers of this column will know that back in early September, I predicted a messy demise for the commodity.
21 October 2016
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4 min read
US
Fed chair Janet Yellen's recent speech in Boston was an occasion to put into perspective a few important questions regarding the still high economic output gap, the formation of inflation expectations, the sensitivity of wages to labour conditions or...
17 October 2016
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1 min read
US
Rathbones' David Coombs, head of multi-asset, and Mona Shah, senior research analyst, explain why they remain committed to US equities, and explore the prospects for a new group of 'Nifty Fifty' stocks.
14 October 2016
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4 min read
