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Quarterly Investment Update video: Steady on, with a weather eye on the horizon
Last Updated: July 22, 2025
Rathbones’ co-chief investment officer Edward Smith explains how we see reasons for optimism, but remain vigilant.
Review of the week: Political football
Last Updated: July 24, 2025
France goes to the polls for the first round of voting, the two candidates for the White House spar and the Euro knockout phase begins.
Review of the week: Time to cut?
Last Updated: July 24, 2025
After months of waiting, there’s a strong chance that interest rates may fall in the UK this week. Across the Atlantic, the longed-for cuts won’t be till the autumn, if markets are correct.
How quickly will the world recover from the coronavirus pandemic?
Last Updated: July 22, 2025
The global economy is waking up from its medically induced coma as lockdown measures to combat the spread of COVID-19 are eased. With high levels of unemployment, ongoing social distancing measures and the risk of a second wave, what will economic activity look like over the coming months?
Review of the week: Rolling Returns
Last Updated: July 22, 2025
A Santa rally is in full swing for stocks and bonds, capping off a year of large swells for investors. While returns flow, climate policy is ebbing at COP28 in Dubai.
Quarterly Investment Update: Steady on, with a weather eye on the horizon
Last Updated: July 22, 2025
Still no clear sign of recession in the months ahead, but no catalyst for fears to subside yet either.
Retrofit for the future
Last Updated: July 22, 2025
We take a look at the crucial role retrofitting needs to play in making buildings more sustainable, the challenges faced and the potential for investment opportunities in this area.
Investment Insights Q3 2023: A new gold rush
Last Updated: July 22, 2025
Markets and economic data have been sending conflicting signals. Technology shares are being snapped up as new AI applications like Chat GPT burst onto the scene. But most of the rest of the global equity markets remain in the doldrums, and government bonds have had a drubbing. But there are plenty of reasons to be cheerful as we look to relax and enjoy the rest of the summer.
Review of the week: Is the door opening to US rate cuts?
Last Updated: July 24, 2025
Political violence in the US is overshadowing last week’s big moves in the biggest US stocks, and widespread gains for smaller stocks too.
Review of the week: Now what, Prime Minister?
Last Updated: July 22, 2025
After a lengthy political vacuum over the summer, incoming prime minister Liz Truss must move fast to get to grips with a daunting set of challenges. An energy price cap (costing billions) seems inevitable.
Regional differences open up as markets continue to march higher
Last Updated: July 22, 2025
In his latest video update, Rathbones co-CIO Ed Smith discusses the continued, but lately slowing and more meandering, upward march in markets.
US Election - Fed Independence
Last Updated: July 22, 2025
US Election - Fed Independence