Rathbones
Could today’s India outshine yesterday’s China?
Though it might be tempting to view today’s India as yesterday’s China, Rathbones’ head of asset allocation Ed Smith thinks the region’s growth prospects could be even greater based on five key indicators.
Macro Views | 25 Jul 17
Is the IMF’s UK revision a red flag for investors?
The International Monetary Fund’s decision to downgrade the UK’s growth forecast for 2017 was likely a wake-up call for some investors. But is it a signal of more dire times ahead? Or just another year of mediocre growth?
ANALYSIS: Has Abenomics saved Japan’s ‘lost generation’?
Japan’s economy is beginning to show signs of life, but is this another false dawn, or a sign that Prime Minister Shinzo Abe’s reforms are working?
Beware hyped up tech firms that destroy wealth, says Rathbones
Investors are at risk of over valuing innovative technology firms which offer the potential to disrupt established industries, investment manager Rathbones has warned.
Coombs: European market recovery a ‘false dawn’
Europe is “cheap for a reason” according to Rathbones’ David Coombs, who said the recent turnaround in markets on the continent could be a false dawn for investors.