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Mind the gap
Last Updated: July 24, 2025
UK CEO pay lags behind US peers - this article explores the reasons, risks of a brain drain, and how Rathbones approaches executive pay as responsible investors.
Investment Insights Q3 2024: Political stability is good news for UK stocks
Last Updated: July 22, 2025
The UK ship of state is likely to be sailing in calmer waters after some choppy years. That could reduce the massive discount for UK equities, relative to their US cousins.
Earth Convention webinar: consumers: fast fashion, manufacturing and plastics
Last Updated: July 22, 2025
Earth Convention webinar: our panel discusses fast fashion, consumers and manufacturing – our consumption patterns and the supply chains that feed them.
Investment Update: A “mini budget” in name only
Last Updated: July 22, 2025
A giant fiscal package reduces the risk of a very deep recession, but high inflation could stick around for longer.
US Election - The Dollar
Last Updated: July 22, 2025
US Election - The Dollar
Review of the week: Expectations vs reality
Last Updated: July 22, 2025
There’s a disconnect between how everyone feels and how stock markets are moving. Meanwhile, the US debt ceiling looms ever larger.
Investment Update: Budget 2023: small steps into big headwinds
Last Updated: July 22, 2025
The Budget contained some useful measures to address key challenges facing the UK economy, but doesn’t fundamentally change the tough outlook.
Review of the week: Planning to fail
Last Updated: July 22, 2025
Obstructive planning laws are curtailing the supply of homes in the UK, the regulator says. Meanwhile, the quality of building is slipping, suggesting we’re wrapped up in the wrong red tape.
Review of the week: Maelstrom
Last Updated: July 22, 2025
Soaring bonds yields sent mortgage rates skyrocketing. However, they also upended pension funds in a nasty feedback loop that threatened to send many of them to the wall.
Chief Investment Officer’s Corner - October 2024
Last Updated: July 22, 2025
1. GLOBAL GROWTH IS SLOWING AGAIN – MORE THAN EVER, NOW IS THE TIME FOR COOL HEADS.
Rathbones-led campaign wins ‘Stewardship Initiative of the Year’ at PRI Awards 2022
Last Updated: July 22, 2025
Votes Against Slavery initiative saw non-compliant FTSE 350 Index companies targeted with investor action 2022 marks the third year of the campaign
Review of the week: Big Tech’s scary sell-off
Last Updated: July 22, 2025
Investors got spooked as Big Tech’s quarterly results showed they weren’t immune to economic headwinds, driving brutal sell-offs. Meanwhile, the UK government’s huge about-face seems to be reaping a ‘dullness dividend’.