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Bonding Over Shared Scares
Last Updated: September 30, 2025
Growth in US business loans has been steadily dropping this year and is now virtually stagnant. Company borrowing tends to be heavily influenced by how strict banks are, although there’s roughly a five-month lag. This suggests lending will start to shrink sharply next year, as shown in chart 1, ah, ah, ha … The tightening noose of lending standards Source: Refinitiv, Rathbones
In search of a UK catalyst
Last Updated: September 30, 2025
Why are investors not buying into Britain? Alan Dobbie, Rathbone Income Fund manager, examines what's affecting views of the UK stock market.
The beauty of being sustainable
Last Updated: September 30, 2025
Beauty may be skin-deep but Rahab Paracha, sustainable multi-asset investment specialist, expects more from beauty companies’ sustainability policies.
After Eights for Christmas
Last Updated: September 30, 2025
Our resident Grinch, multi-asset fund manager Will McIntosh-Whyte, brings us mixed tidings. Having been caught in a crowded trade for Christmas presents, he’s trying to avoid making the same mistake with the Magnificent Seven in our multi-asset portfolios .
2024: The Year. Maybe?
Last Updated: September 30, 2025
Our head of multi-asset investments David Coombs starts the new year making a three-point turn with a dump truck of salt. Behold, we have his predictions.
Ceasing to worship at the altar of stock-pickers
Last Updated: September 30, 2025
Back in secondary school, our head of multi-asset investments David Coombs was a champion stock-picker. Although, he had help from his teacher’s direct line to the market – which taught him markets tend to be unfair.
What happens when UK investors go on strike?
Last Updated: September 30, 2025
It’s not only train drivers, doctors and teachers downing tools in the UK. Rathbone Income Fund Manager Alan Dobbie asks where all the investors have gone.
The post-Christmas appetite for bonds
Last Updated: September 30, 2025
The taste of turkey has faded in January, but corporate bonds have not. Rathbone Ethical Bond fund manager Stuart Chilvers explains how investors are still gobbling up bond issuance.
Business bedfellows
Last Updated: September 30, 2025
In love as in investment, the dependable day-to-day stalwart is always better than the mercurial surprise artist. So argues our in-house ‘Romeo’, multi-asset portfolios fund manager Will McIntosh-Whyte.
New frontiers
Last Updated: September 30, 2025
Bingeing on Apple TV’s counterfactual space race saga For All Mankind, senior multi-asset investment specialist Craig Brown is reminded of the technological advances that come from defence industries.
Nvidia: from pastime to new paradigm
Last Updated: September 30, 2025
A business created to make computer game graphics more beautiful stumbled into driving AI, one of the most important technologies of the 21st century. Rathbone Greenbank Global Sustainability Fund manager David Harrison explains what all the fuss is about.
Close encounters of the bond kind
Last Updated: September 30, 2025
Think you might have missed the boat on bonds after a sharp rebound in markets? Head of fixed income Bryn Jones outlines three reasons why bonds are a still compelling investment choice for 2024 – particularly if you’ve got money parked in cash.