19th June 2026

3 ways to respond when inflation bites

A surge in energy prices pushed the latest U.S. Consumer Price Index (CPI) reading above forecasts, reinforcing the case that inflation could remain higher for longer. Higher energy prices have also increased market volatility and uncertainty around the path of interest rates.

Even so, we continue to believe the overall growth backdrop remains supportive. Solid economic activity, alongside higher inflation, may favor select equities and real assets, highlighting the importance of staying invested. We believe that prolonged inflation and elevated volatility call for a more deliberate portfolio approach. Here are three moves worth considering.

1. Consider Global Infrastructure

Global infrastructure tends to be more resilient (and may even benefit) in a higher-inflation environment due to its pricing power and relatively stable income streams. We also believe the asset class is a beneficiary of long-term spending trends related to growing artificial intelligence (AI) infrastructure demand.

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Rathbones Asset Management - The Sharpe End podcast: Fresh Intel

A month into Andy Burnham’s tenure as Prime Minister, the team are asking what he could possibly do to turn the UK economy and stock market around. Next, we explore the rally in software stocks, as improving growth expectations reignite enthusiasm for some names in the sector that many had written off just a year ago. Finally, this month’s stock spotlight is Intel – a company that helped build the modern technology industry and is now attempting an ambitious turnaround as a crucial beneficiary of the broad AI infrastructure build-out.

There's more to 'value' investing than valuations

Semantics matter. Words carry associations that can't always be neatly translated into a different cultural context. First impressions often determine whether investors are prepared to allocate money to an investment strategy.

Business Sentiment Tracker: Business confidence falls in Q2 2026

Business confidence has weakened in the second wave of YouGov's quarterly Business Sentiment Tracker, with businesses becoming less optimistic about the economy, their industries, and their own prospects.

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