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Backseat drivers
Last Updated: September 30, 2025
Investors took a second referendum on the UK’s Brexit deal last week: the result was a resounding no.
All I want for Christmas
Last Updated: September 30, 2025
US Federal Reserve Chair Jay Powell all but dressed up in a Santa suit when he spoke at the New York Economic Club last week.
Emerging market debt is attractive despite some isolated problems
Last Updated: September 30, 2025
Trouble in some emerging markets (EMs) has pushed yields for EM debt in general to attractive levels relative to safer developed market bonds. The crucial question for investors is whether the problems in Argentina and Turkey are localised or could spread to other regions. Investors have been spooked and EM currencies remain under pressure, but have markets over-reacted?
Power to the people
Last Updated: September 30, 2025
Polls suggest that a majority of the British public would like to see rail, energy and water services renationalised. We look at the history of nationalisation in the UK and consider what a return to state control would entail and whether it is genuinely viable.
Rathbones’ Coombs: “Investors’ greatest risk in 2019 could be investors themselves.”
Last Updated: September 30, 2025
As market sentiment hits new lows, Rathbones’ David Coombs discusses why he welcomes the recent volatility and continues to back equities.
Rathbones' Smith: Lower growth and tight fiscal policy are here to stay
Last Updated: September 30, 2025
Uncharacteristically, the Chancellor delivered a Budget that took the savings accrued from the better than expected revenues of the last two years and reallocated them to future spending.
Rathbones' Smith: Shedding light on Brexit "unknowns" - Brexit decision tree
Last Updated: September 30, 2025
Rathbones today releases its “Brexit Decision Tree”. Rathbones’ head of asset allocation research, Ed Smith, believes that stopping at “we don’t know” is actually a missed opportunity.
Rathbones’ Ed Smith: US mid-terms – What does it mean politically and what is the impact on markets?
Last Updated: September 30, 2025
The final votes are still being counted but it’s clear that the Democrats have won control of the House while the Republicans have extended their majority in the Senate.
Rathbones’ Smith: Initial reaction to Brexit announcement
Last Updated: September 30, 2025
It looks like much of the nitty-gritty on trade in services, financial services regulation and fishing will be worked out during the transition period.
Rathbones’ Coombs and McIntosh-Whyte, 2019 outlook: Ditch the Models
Last Updated: September 30, 2025
Something has been creeping into our minds over the past few years: in everything from technology, politics and risk to the dynamics of interest rates, the models of yesterday appear to be breaking down.
Investment Insights Q1 2019
Last Updated: September 30, 2025
Global stock markets have been unsettled by political and economic uncertainty recently, and swung significantly between gains and losses in the final weeks of 2018. President Trump’s criticism of the Federal Reserve’s latest interest rate rise added to concerns that US consumer demand may be cooling. Meanwhile, trade tensions between America and China continue despite a temporary truce.
Rathbones’ Smith looks at the key macro issues for the year ahead
Last Updated: September 30, 2025
At the start of 2018 we identified the concerns that eventually weighed on equity markets, but we hadn’t anticipated the big drop in valuations that would follow.