Search results for 'England'

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An invidious market
The hype around AI risks creating a bubble in the price of such stocks, as we have seen many times in the past when disruptive technologies emerge.
Circular economy: An opportunity for fixed income investors
This World Earth Day, Harrison Hill, Portfolio Manager, reflects on the investment potential for fixed income within a circular economy.
Risk of a hangover from the 2023 year-end party bonanza
2024 looks set to be significant in terms of politics and elections globally, and we think the US economy will slow into the second half of the year.
Scraping the bottom of the barrel
We are less than certain that seasonal cheer alone will be able to sustain much more of a run-up in asset prices over the next couple of weeks.
Gilt yields speed past ‘Nutbush City Limits’
We’re humming iconic rock anthems while we play the waiting game….
MacroMemo | 03 October 2023
Macroeconomic update from Eric Lascelles, Chief Economist, RBC Global Asset Management.
MacroMemo | 27 June 2023
Regular macroeconomic update from Eric Lascelles, Chief Economist, RBC Global Asset Management.
MacroMemo | 09 January 2024
Macroeconomic update from Eric Lascelles.
MacroMemo | June 13 2023
Technology and the economy / Debt ceiling asides / Fed liquidity programs / Contrarian on China / Softer economic data / Eurozone recession
MacroMemo | 17 July 2023
Regular macroeconomic update from Eric Lascelles, Chief Economist, RBC Global Asset Management.