Last Updated: September 30, 2025

Copper is all around us: in our houses, our cars, our hairdryers and it’s even one of the most intensively used raw materials in the green energy revolution. Its wide use in everyday products should make copper prices a good indicator of economic health. But there are other factors at play, and we found that the price of copper seems to respond to economic growth with a six-month delay. Perhaps we shouldn’t rely too heavily on Dr Copper’s reputation for giving us an early diagnosis.

• Chart Of The Week

Last Updated: September 30, 2025

Investors seem to be flitting between fear and optimism in an increasingly erratic manner. Hopes for a soft-touch Federal Reserve seem to be driving most of the optimism, notes chief investment officer Julian Chillingworth.

Last Updated: September 30, 2025

Rathbone Unit Trust Management prepares for post-Brexit regulatory environment. Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, announces its intention to make changes to its Luxembourg domiciled SICAV in preparation for a post-Brexit regulatory environment.

Last Updated: September 30, 2025

Quite possibly the worst bounty delivered by the 21st century is the 24-hour news cycle.

Last Updated: September 30, 2025

Foreign companies and governments are simply not investing in British assets as they used to. This is worrying because modern economic growth relies on technological transfer, or learning from others and improving on it. The benefits of this transfer are clear from the productivity data - firms with inward investment from overseas are almost twice as productive as firms without any link to foreign investment. So, a slowdown in this area means a slowdown in productivity; a big worry.

• Chart Of The Week

Last Updated: September 30, 2025

Britain’s future in the world  Andrew Marr opened the evening with an insightful summary of Britain’s current political position in Europe, where we may go next, and why.

• Britain’s Future

Last Updated: September 30, 2025

US corporate earnings hit a crescendo this week, yet most people are focused on the Federal Reserve and the fluid trade policies of the American President.

Last Updated: September 30, 2025

Equity and credit markets exacted their pound of flesh from investors in the last quarter of 2018, as concerns over global growth mounted in the face of tariff wars and rising interest rates. Assistant fund manager Will McIntosh-Whyte discusses the outlook for 2019 and the risks that sterling might pose for investors as Brexit unfolds.

Last Updated: September 30, 2025

Investors have done a lot of clambering up ladders only to slide down more than a few snakes this year. Assistant fund manager Will McIntosh-Whyte discusses how the US Federal Reserve and G-20 leaders have been playing the game recently and how the dice may land in 2019.

Last Updated: September 30, 2025

The simplest solution tends to be the most likely answer. Following early October’s tumble, many different theories for the equity market fall have been thrown around. Join assistant fund manager Will McIntosh-Whyte as he argues you can follow a logical path back to a hefty jump in US Treasury yields stemming from the Federal Reserve’s declaration that interest rates are “a long way from neutral”, and discusses how the multi-asset portfolios have behaved through the recent market volatility

Last Updated: September 30, 2025

The US President has spent most of the year sending ill-advised tweets from the back of the classroom, but his boisterous optimism and background deregulation has pushed the US market to new highs. His politics may be questionable, but it’s businesses we focus on. Join assistant fund manager Will McIntosh-Whyte as he assesses the economic prospects as the mid-term elections approach, and runs through a report card of what has worked for the funds and what hasn’t.

Last Updated: September 30, 2025

Assistant fund manager Will McIntosh-Whyte discusses how the multi-asset team remain vigilant in positioning the funds in the face of the ongoing saga that is Brexit