Insights for professional partners

Rising rates, tax changes and slowing wage growth are cooling the UK’s once-booming property market, with equities now outpacing housing returns.

Global markets flash mixed signals as equities hit record highs while bond yields climb, raising questions about AI-driven growth, debt risks and political uncertainty.

Our monthly look at what’s driving global markets.

Stay informed with our latest 10-minute investment update video, exploring record highs in stock markets, corporate earnings and the interplay between UK inflation and gilts.

Stay informed with our latest 10-minute investment update video, exploring the stock market rises, the effect of tariffs, and opportunities across global markets.

US tariffs seems to be reshaping the world. In our lead article this quarter, we discuss how rising trade barriers signal a turning point in US policy, with significant consequences for global economic growth, inflation and investor positioning.

With tensions in the Middle East and shifting trade policies stirring global uncertainty, Edward Smith, Co-Chief Investment Officer, and other Rathbones experts explore what this could mean for investors in the second half of 2025.

As the property market cools, diversified portfolios of financial assets show their strength.

As the property market cools, diversified portfolios of financial assets show their strength.

Major equity indices hit bear market territory on twists and turns in US tariff policy, before responding to news of a partial climbdown. Meanwhile, the oil price rose and fell and the dollar weakened.

Stay informed with our latest 10-minute investment update video, exploring the impact of recent geopolitical tensions, oil market dynamics, and global economic trends on your portfolio.

Markets have responded positively to the truce in US trade wars with most of the rest of the world. While uncertainty remains, the path ahead is a little clearer. What’s changed, and what does it means for you?

Join Edward Smith, Co-Chief Investment Officer, and other Rathbones’ experts as they dive into the key themes shaping the investment landscape in 2025 - from tariff shifts to global trade dynamics - and what it could mean for your portfolio. Don’t miss these expert insights - watch the full recording now.

Since our last video, all markets have cared about is trade policy. But there is much more to investing than that: here we explain why it’s so important to keep focussed on the long-term resilience of the markets. Before we get to that, it’s worth noting there has been a small de-escalation of the trade war.

Watch Ed's video update below.

Stock markets have reacted badly to the worse than expected news on US trade policy. We favour a more conservative asset allocation in response – but it’s possible to be too gloomy.

In the opening months of President Trump’s second term, attention-grabbing trade policy and a dramatic pivot on Ukraine have ratcheted up the level of uncertainty investors are facing. Our lead article considers the ‘collateral improvement’ this has brought to Europe’s outlook for growth.