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Burnt Turkey
Last Updated: September 30, 2025
Every now and then, financial markets lay a beating on a nation with a severity that seems completely unjustified.
A new speed limit
Last Updated: September 30, 2025
Well, we thought it would never happen: the Bank of England (BoE) actually went through with a 25-basis-point interest rate hike on Thursday.
Hot streak
Last Updated: September 30, 2025
It’s been a red hot week. Temperatures soared around the globe, sparking forest fires in the Arctic Circle and Brits to long for winter. Red hot US GDP growth rocketed to an annualised 4.1% in the second quarter (it’s running at 2.8% for the past 12 months).
Boom time
Last Updated: September 30, 2025
American company earnings grew 20% in the second quarter, relative to a year ago, and profit margins are at record levels.
Reality bites
Last Updated: September 30, 2025
The beautiful thing about the World Cup is how it reminds you that we are all of us alike.
Brexit means fudge
Last Updated: September 30, 2025
Brexiteer-in-chief David Davis has resigned in protest of the soft Brexit strategy revealed by the Prime Minister at the weekend.
Chequers
Last Updated: September 30, 2025
There’s nothing like an off-site to get everyone back on the same page. The warring UK Cabinet is meeting this Friday at the Prime Minister’s country house, Chequers, in the Chiltern Hills. Theresa May’s top ministers have been at loggerheads since her election – we all know how divisive Brexit can be. However, things have got a bit out of hand over the past few weeks. Cabinet members have gone increasingly rogue without censure, exposing just how fragile the Prime Minister is.
Getting serious
Last Updated: September 30, 2025
For months the US and China have been trading angry words about tariffs, but for the most part the spat has seemed simply that: words and unlikely to come to anything lasting.
Crunch time
Last Updated: September 30, 2025
A slew of important Brexit votes on Tuesday and Wednesday will be a litmus test for Theresa May’s leadership.
Rathbones to launch range of Luxembourg-domiciled funds
Last Updated: September 30, 2025
Rathbone Unit Trust Management (Rathbones) confirms its intention to launch four offshore funds, offering Europe-based investors access to its UK funds for the first time.
Could investors face a triple-whammy this week from central banks?
Last Updated: September 30, 2025
This week will be dominated by three major central bank meetings, and investors asking if the US Federal Reserve will hike rates, if the ECB will end QE and if there will be any action at all from the Bank of Japan?
Can you protect a portfolio against a global trade war?
Last Updated: September 30, 2025
We think it’s prudent to discuss the possible escalation of a global trade war and any impact it might have on our portfolio. Recent volatile market movements highlighted just how sensitive the market has become to protectionist rhetoric, certainly in the short term.