Tag "Rathbones"

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Alternative Investments , Analysis , Editor's Picks , Funds , News , Shares , Viewpoint

2018: When growth is scarce, target growth

Investors have been complaining about this bull market for equities for what feels like years. It’s an odd situation, as it doesn’t really seem like something you should be complaining

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Budget: No change for investors

All told, the November Budget has not caused us to reassess our assumptions for domestic investments or the British pound. The first Autumn Budget was a giveaway budget. Policy decisions

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What does a hung Parliament mean for investors?

Economy Not surprisingly, Azad Zangana, senior European economist at Schroders, said: “This is a disastrous result for the Conservative party, which must raise questions over the future of Theresa May

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Rathbones: It’s going to be a tough 2017

While politics will continue as the key driver of uncertainty in 2017, leading to the potential for policy errors, markets will struggle to discount effectively. This should create anomalies and

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Rathbones: Investors need to focus on dividends

Life is still tough for global equity income managers, as valuations of bond proxies remain elevated. Some dividend cuts have already come through in individual stocks and it’s not inconceivable

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The economic impact of Theresa May

While the appointment of an experienced front-bencher as prime minister may help to place a ceiling on economic uncertainty, it is unlikely to do anything to lower it. Our proprietary

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What do the ratings cuts mean?

Following from the recent downgrades to UK debt, I believe more cuts are in the pipeline for UK sovereign debt. I suspect that supranationals, which rely on capitalisation from the

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More questions than answers

The UK has voted to leave the European Union, which will trigger two years or more of negotiations once Westminster formally notifies Brussels of its intention to secede. However, the

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Good stock-pickers will outperform

Markets are entering a year of great macroeconomic change that will buffet assets; however, strong, quality companies that deliver on their promises should fare well. We expect emerging markets will