Is the winter of austerity ending? Rathbones Investment Insight Q1 2020

Headline themes from this ever thoughtful source

• As central banks run out of options to stimulate their economies, governments are considering new spending programmes. 
• Despite ongoing uncertainty, including Brexit and trade tensions between the US and China, Rathbones remain positive about the outlook for 2020. 

Insight in brief
 
Budget bias – The case for budget imbalance
 
Winner takes all – Don’t be too quick to jump on board the value train – and time to question the value of the value / growth labels
 
Macron’s résistance -France's public protests are not a sign that the President is failing corporate responsibility
 
Corporate responsibility – Are companies serving stakeholders or just paying lip service? 
 
Access the full Insight document here – including financial market trends