Insights for professional partners

For all the billions of dollars spent on AI so far, the current increase is nothing like as large, relative to the size of the US economy. dotcom boom was also fuelled by debt in a way that the current AI wave, so far at least, is not. But vigilance is vital.

Our monthly look at what’s driving global markets

Listen in as Edward Smith, Co-Chief Investment Officer, and Rebecca Williams, Divisional Lead Financial Planning, explore the key themes shaping the investment landscape in the final quarter of 2025.

Stay informed with an 8-minute investment update video, discussing stock market highs, US rate-cutting and reasons for optimism about European economic growth.

We look at why artificial intelligence is boosting stock markets – and ponder who the eventual winners might be. We also consider current political risks on both sides of the Atlantic.

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.

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

Rising debt and higher borrowing costs are reshaping public finances across advanced economies — with big implications for inflation, growth and long-term investment strategies.

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.

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?