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In flux
Last Updated: October 10, 2025
"You can feel it — or at least, I can. Going out seems more of a chore, except for the exercise regimen that is, everybody seems to be on that train. But having dinner with friends, going for a pint (gluten-free in my case), returning to the office? These concepts feel alien even when you do manage to overcome the threshold of your home and give them a go.
Multi-Asset Masterclass | October 2025
Last Updated: October 10, 2025
Challenged by AI innovation, rising debt, and market concentration, multi-asset funds are evolving. Will McIntosh-Whyte and a panel of specialists, discuss how they build diverse portfolios, dynamically allocate assets, and manage currency risks for UK clients.
Investment Update: The Non-Patriotic Case for UK Equities
Last Updated: October 10, 2025
Long gone are the days when UK equities made up the majority of the average UK wealth management portfolio. We see that as a good thing in general, given our firm belief that a global mindset is important for delivering superior risk-adjusted returns. Still, the cavernous gap between the valuation of UK companies and their peers overseas is worth investigating.
Is income-only or total return investment best for your charity?
Last Updated: October 10, 2025
When did you last review your investment mandate? Are you taking unappreciated risks in following an income-only approach? Andy Pitt, Head of charities at Rathbones, assesses what to consider when answering these questions.
Opposing forces: Sometimes financial markets send out conflicting signals
Last Updated: October 13, 2025
Global markets flash mixed signals as equities hit record highs while bond yields climb, raising questions about AI-driven growth, debt risks and political uncertainty.
Don’t bet the house: The golden age of property investment is over
Last Updated: October 13, 2025
Rising rates, tax changes and slowing wage growth are cooling the UK’s once-booming property market, with equities now outpacing housing returns.
Investment Insights 2024 UK election special: Labour’s climate policy has implications for investors
Last Updated: October 10, 2025
It seemed, at times, that Labour’s Green Prosperity Plan— a pledge to invest £28 billion a year into greening the economy— was destined for death by a thousand cuts. In the end it limped, wounded, into the manifesto. But the taming of Labour’s initial ambition has prompted questions about the party’s devotion to the climate cause.
Review of the week: The cycle of hope
Last Updated: October 13, 2025
When you really want some thing to happen, it’s hard to be objective about it. You focus on the reasons why it will happen and explain away any suggestion that it won’t. Investors have been guilty of this while dreaming ceaselessly of American interest rate cuts over the past year or more.
Review of the week: Sprouts of spring
Last Updated: September 30, 2025
Flowers, hopes and yields are rising as spring approaches. Still, the UK government is only very cautiously reopening as vaccinations continue apace.
Rising to the challenge
Last Updated: September 30, 2025
Article by, Susan Stevenson, Investment Director, Rathbones Isaac Asimov believed that the job of science-fiction writers was to “foresee the inevitable”. He claimed that the problems and catastrophes that he and his fellow visionaries presaged were almost bound to happen. What they could not predict, he ruefully added, were the solutions.
Review of the week: Bond vigilantes
Last Updated: September 30, 2025
When bond markets move, governments and stock markets take note. A swift rise in yields has rattled equities and focused attention on countries’ swollen debt piles.
Review of the week: America rising
Last Updated: September 30, 2025
The US is about to turn on the spending taps once again to combat the effects of the pandemic. This time it coincides with the reopening, so expectations for GDP growth are soaring – taking yields with them.