Last Updated: September 30, 2025

“Chancellor Phillip Hammond was very clear when he reformed the system, the Spring Statement will not be ‘a major fiscal event’ – no other western economy announces tax and spending changes twice a year and the UK needed to stop too. He lived up to that promise today: the first ever Spring Statement was a short update on policy already in train and a response to the Office for Budget Responsibility's new forecasts (which were pretty much unchanged over the forecast horizon). Remember, the OBR's forecasts are grim.

Last Updated: September 30, 2025

Ed Smith says: “While India may be the ‘new China’ for some investors, given it is where China was in terms of growth at the start of the new millennium, China is to remain the largest Asian growth engine over the next 20 years, and should continue to command investors’ attention.

Last Updated: September 30, 2025

The correction we are seeing is due to strong US growth and concerns about a pick-up in wage inflation, fuelling the prospect of interest rates rising faster than forecast.

Last Updated: September 30, 2025

David Coombs, manager of the Rathbone Multi-Asset Portfolio Funds, and assistant manager Will McIntosh-Whyte, share their seven key investment themes for 2018.

Last Updated: September 30, 2025

Rathbones’ Ed Smith: ‘Small giveaway budget offset by grave deterioration in the outlook for UK growth and the government’s tax receipts shouldn’t move the dial for investors.’

Last Updated: September 30, 2025

Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, has launched a personal inflation calculator, designed to provide clients with a way of calculating how their wealth is effected by inflation. 

Last Updated: September 30, 2025

Rathbone Unit Trust Management Ltd (Rathbones) announces its intention to launch the Rathbone Global Sustainability Fund in July 2018, subject to FCA regulatory approval.

Last Updated: September 30, 2025

As of late January, the MSCI World Index, hadn’t suffered a daily setback greater than 1.5% since September 2016 – a run unprecedented since 2006. After a tumultuous February and March, much of that complacency has been washed away. At the time of writing, most developed world equity markets have fallen about 10% from their peaks.

Last Updated: September 30, 2025

Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, has appointed James Workman to the Rathbone UK Opportunities Fund as an equity analyst, supporting fund manager, Alexandra Jackson.

Last Updated: September 30, 2025

While the Governor of the Bank of England gets off on a technicality this time – 3.0008% doesn’t count as breaching 3%! - we believe that peak inflation is close. Indeed, our analysis suggests domestically generated inflation may have peaked as early as the first quarter of this year.

Last Updated: September 30, 2025

We all experience inflation and its consequences every day. Everyone buys goods and services; most of us earn either a wage or an income from our savings and investments; everyone ages; everyone lives in a globalised world, a world changing through technology and innovation. Yet understanding how all of these facets interact and the effect that they have on the prices we pay is not easy. Thankfully, since the high inflation of the ‘70’s and ‘80’s, inflation has become a slow-moving, stable trend.

Last Updated: September 30, 2025

The Bank of England has increased policy rates to 0.5%, a decision that was 90% priced in to the interest rates futures market and should come as no surprise. Investors in the FTSE 100 should remember that company earnings are more responsive to changes in global financial conditions and the sterling exchange than UK base rates per se.