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Investment Update: Global recession? It’s not as likely as markets suggest
Last Updated: July 22, 2025
Rising interest rates, slowing GDP growth and war have rocked markets. Stock prices say recession is locked in; we’re not so sure. It’s a significant risk, but there’s more resilience in today’s economy than many investors think.
THE NEXT CHAPTER
Last Updated: July 22, 2025
We are proud to unveil the next chapter in Rathbones' brand story.
Review of the week: A Continental dog’s breakfast
Last Updated: July 24, 2025
The outlook for Europe looks cloudy as its two largest economies struggle. Comparatively, the UK is doing generally ok. It’s only the US that continues to power ahead.
Chart of the week: Should you pay to lend money?
Last Updated: July 22, 2025
How low can yields go?
Polls apart: Navigating America’s divisive election
Last Updated: July 24, 2025
Elections challenge investors’ ability to maintain a calm, dispassionate view like nothing else, and no election exemplifies this better than America’s choice for its next President. When you cut through the fog of the emotive and partisan headlines, the broad features of the investing landscape look like they are here to stay as former President Donald Trump takes on Vice President Kamala Harris – both have embraced protectionism and an active government role in directing investment, and are tolerant of taking on more debt. Yet their two parties agree on little beyond these general principals.
Where are charities on their own net zero journeys?
Last Updated: July 22, 2025
A recent survey into charities’ action to tackle climate change suggests many organisations need to do more to prioritise environmental awareness and care for the planet.
Review of the week: Everything, everywhere, all at once
Last Updated: July 22, 2025
It’s a manic week ahead, full of monetary policy, earnings and economic insights. Just the right time for a week of strikes to cause bedlam throughout the UK, from schools to railways.
Review of the week: The great retirement
Last Updated: July 22, 2025
The UK labour market is in a huge state of flux. The population is ageing fast, people are retiring earlier and changes to immigration are leading to a lack of ‘unskilled’ workers.
Looking beyond today’s superstars for tomorrow’s winners
Last Updated: July 24, 2025
It may feel like déjà vu as equity performance is again concentrated in a few big names, but in his latest video update, Rathbones co-CIO Ed Smith discusses how positive earnings surprises are spreading more widely and why this is good news for active investors.
Investment Update: When the facts change
Last Updated: July 22, 2025
An American recession is now more likely than not. A broad decline in leading indicators steers us to be yet more defensive, but there are both bullish and bearish arguments to be made.
Ready, Set, Marmalade! The World’s Original Marmalade Awards competition is now open
Last Updated: July 22, 2025
Marmalade makers and jam pans around the world are at the ready, as the eighteenth Dalemain World Marmalade competition opens, proudly sponsored by Rathbones.
Growth vs value?
Last Updated: July 22, 2025
Global equity markets have been on an upward path more or less since their precipitous drop in March 2020, when the world first went into lockdown. Over the course of this nearly two-year advance, leadership has passed from one investment style to another. But rather than choosing broad styles like growth or value, we believe a more company-specific focus on the quality and durability of profits will continue to be the best guide for finding long-term returns as the world moves on towards a post-COVID normality.