Your edition of Rathbones Investment Insights Q2 2018

Headline points:-

•    Inflated expectations – Concerns that inflation is about to take off appear unjustified 
•    Trade wars –  US tariffs could end up biting the hand that feeds the consumer
•    Portfolio ‘protectionism’ – How diversification in multi asset portfolios can help returns through all conditions. Using alternatives to generate uncorrelated returns
•    Good value or value trap?–  Rathbones believe UK equities look attractive across various valuation measures

This review also includes an overview from Julian Chillingworth, Chief Investment Officer and a summary of the key trends across financial markets.

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