Investment Conundrums: Rathbones CIO Chillingworth eyes yield curve inversion in 2018 for equity market peak

Confident China will avoid slowdown

Mike Sheen
clock • 4 min read

Rathbones CIO Julian Chillingworth has said the potential for yield curve inversion and discussions around China's future growth path are key issues shaping his team's investment approach in 2018.

He said Rathbones' investment team is confident equities will outperform bonds this year, and its allocations will preference developed over emerging markets, but they will be tracking bond yield curves closely as they tend to be a good indicator of when investors may begin to exit markets. New Capital's Leithead on where to invest in the fixed income landscape Speaking to Investment Week, he said: "Yield curves are flattening so we will be monitoring closely for an inversion. "It is something a lot of investors have not had to worry about for a number of years, as we have been in ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Global

'Big Short' Michael Burry doubles down on Chinese tech investments amid slow recovery

'Big Short' Michael Burry doubles down on Chinese tech investments amid slow recovery

JD.com becomes Scion's top holding

Sorin-Andrei Dojan
clock 16 May 2024 • 1 min read
New speakers announced for the Geographical Equities Conference 2024

New speakers announced for the Geographical Equities Conference 2024

Allianz Global Investors, Columbia Threadneedle Investments, EdenTree, GAM, Jupiter Asset Management and Royal London Asset Management among speakers

Investment Week
clock 09 April 2024 • 2 min read
Global fund managers most bullish in two years as growth expectations improve

Global fund managers most bullish in two years as growth expectations improve

BofA Global Fund Manager survey

Cristian Angeloni
clock 13 February 2024 • 2 min read
Trustpilot