The latest insights, views and industry news from Arbuthnot Latham.
While inflation currently remains elevated, we anticipate a decline in price pressures, paving the way for headline inflation to hit the Bank of England’s (BoE) target of 2% in the coming months.
With interest rates higher than they’ve been for years and expectations for drops constantly shifting, we look at how rates are set and whether there are ways you can predict upcoming changes.
Chancellor Jeremy Hunt presented his Spring Budget, revealing a set of tax cuts designed to benefit workers and stimulate economic growth. UK economic growth remains subdued and national debt levels remain high, providing little fiscal headroom for the Treasury to boost the economy.
Explore the dynamic US economic landscape, from strong job market indicators to Federal Reserve challenges, coupled with global economic insights, providing valuable context for informed investment strategies.
Freddie Gabbertas explores the global impact of the ‘China Plus One’ strategy and emerging opportunities in India, Vietnam and Mexico.
The theme of the outlook we published last January was disinflation, and since then we have seen a significant decrease in inflation rates around the globe from the highs witnessed in 2022. The pivotal question now is: has disinflation reached its limits?
George Rudland, Senior Investment Manager, explores the European investment landscape that has captured both scepticism and intrigue. He delves into industries and companies that are reshaping the continent's investment potential, from healthcare and technology innovators to fashion and luxury giants.
Government bonds endured a torrid 2022. In this article we discuss the factors that drove the losses and why our Investment Committee decided to increase exposure to bonds for Q2 2023.
More investors are looking to support the transition to net zero by considering sustainable investment options. But what investment themes contribute towards this effort? We discuss five key themes in this article.
Tentative green shoots are appearing in the UK, although the long-term outlook remains uncertain.
With the looming recession and persistent high levels of inflation, many are wondering what the best options are for their investment portfolio.
After reacting swiftly to market volatility by shifting a portion of our clients’ capital into cash and defensive assets, we are now eyeing opportunities to redeploy the cash in areas of the market offering attractive returns.
