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Review of the week: All eyes on the money printers
Last Updated: September 30, 2025
These days, when markets get a bit rocky investors shuffle their feet and hint to central bankers that firing up the money presses would be a great idea. Our chief investment officer Julian Chillingworth sets the scene for a potentially blockbuster week of monetary policy.
Review of the week: Can warm words stop a cold war?
Last Updated: September 30, 2025
Last week chief investment officer Julian Chillingworth set the scene for what proved to be a week of happy mood music from major central banks. This week all ears will be tuned to the G20 summit of world leaders in the hope of hearing more of the same on the trade front.
Review of the week: Unmoored
Last Updated: September 30, 2025
US stocks posted their strongest first-six-month performance in decades this year. This boom is a bit incongruous considering many of the risks that have dogged investors in 2019 notes our chief investment officer, Julian Chillingworth.
Review of the Week: Busting the narrative
Last Updated: September 30, 2025
After getting all fired up for interest rate cuts, decent American economic data spoiled the mood last week. Our chief investment officer, Julian Chillingworth, notes the growing disconnect between investors’ expectations and economic reality.
Shareholder notice: FCA approves changes to unit classes
Last Updated: September 30, 2025
Rathbone Ethical Bond Fund, Rathbone Global Opportunities Fund, Rathbone Income Fund and Rathbone UK Opportunities Fund (the funds)
Review of the week: Strange signs of optimism
Last Updated: September 30, 2025
US stock markets reached new high last week, and other less conventional signs of optimism also appeared. In our latest Review of the Week, chief investment officer Julian Chillingworth considers what it all means for the longer term.
Why sustainable investing is here to stay
Last Updated: September 30, 2025
Consumers, companies and investors alike are increasingly recognising that environmental, social and governance considerations are becoming vital to businesses’ long-term success. The benefits for wider society are also likely to be far-reaching.
Review of the week: Skulduggery in the Strait
Last Updated: September 30, 2025
Iran and the UK clash in the Gulf, squeezing the supply of oil worldwide. Chief investment officer Julian Chillingworth notes that fading global growth should keep the crude price from spiking.
Shedding light on Brexit ‘unknowns’ part III
Last Updated: September 30, 2025
Meet the new boss; same challenges as the old boss
Review of the week: Here comes the Fed
Last Updated: September 30, 2025
As the US central bank prepares to make its first interest rate reduction since 2008, many investors see the move as the end of an era. Our chief investment officer, Julian Chillingworth, thinks the impending death of the economic cycle may be greatly exaggerated.
Review of the week: How to cut rates and influence people
Last Updated: September 30, 2025
US President Donald Trump keeps rattling trade markets and keeping investors antsy. Our chief investment officer Julian Chillingworth asks, is he using the markets to pressure the US Federal Reserve to cut interest rates?
Review of the week: So much for summer
Last Updated: September 30, 2025
The UK went backwards in the second quarter as businesses trod water ahead of the Brexit deadline. Our chief investment officer, Julian Chillingworth, ponders what it means for interest rates.