Soared to record levels earlier this month
While the US equity market generally depends on domestic US economic circumstances and usually leads global equity markets, we have just witnessed how Brexit unnerved most capital markets, despite the fact the UK economy contributes less than 4% to global...
Small overweight retained in Japan
World trade growth has slowed since 2008
After a long period of upward trending equity markets, the last ten months have been a harsh reminder for active equity managers of what uncertainty can do to stock prices. We have witnessed large swings in terms of general sentiment as well as factors...
UK government bonds are appealing
One of the key differentiating factors of technology - and why it is such an exciting place to invest - is that it has the power to create new markets. Certainly, this may happen sporadically in retailing, or construction, or oil and gas, but permanent,...
Edward Smith, asset allocation strategist at Rathbones, takes a closer look at the winners and losers from the UK's decision to leave the EU.