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Review of the week: A strange and profitable year
Last Updated: September 30, 2025
Another COVID-blighted year has passed. Yet, for all the turmoil, 2021 was a great one for markets.
“UK offers game changers and world leaders, on a postcode discount”
Last Updated: September 30, 2025
Manager of the Rathbone UK Opportunities Fund, Alexandra Jackson, presents her thoughts to Proactive Investor’s Katie Pilbeam on the changing shape of the UK market and what this means for investors.
Review of the week: Just like the old days
Last Updated: September 30, 2025
With COVID cases starting to roll over – in the UK at least – and investors settling down for some old-fashioned Fed watching, everyone is hoping 2022 will be a bit more like pre-pandemic times.
Hike club
Last Updated: September 30, 2025
In the first episode of 2022 David, Will, and Craig try to bring some order to a rather tricky new year for global markets, discussing what risks and opportunities this presents. The team also explain why they aren’t reaching for the gold despite growing geopolitical risks, and why they are buying baser commodities instead.
Review of the week: Getting ahead of the Fed
Last Updated: September 30, 2025
Bond yields have been climbing almost as much as investors’ worry levels. Pausing to remind ourselves what central bankers are trying to achieve – and how stocks typically react – is helpful.
Review of the week: Tighter money
Last Updated: September 30, 2025
The years of loose money are coming to an end. That will cause some short-term upheaval in markets, but if economies remain strong stocks should soon bounce back.
Review of the week: Bank on a tough year
Last Updated: September 30, 2025
The Bank of England seems poised to raise interest rates aggressively to combat inflation, yet its explanations don’t square with its own forecasts and analysis. Expect fewer hikes than the market currently implies.
Review of the week: War looms
Last Updated: September 30, 2025
Talks to ward off conflict over Ukraine are failing and a Russian invasion is reportedly imminent. Is it brinkmanship or a real risk?
MAMAA mia
Last Updated: September 30, 2025
On this month’s episode of The Sharpe End, David, Will and Rahab question whether the Bank of England hiking rates will be good for the UK economy. Also, what do the latest earnings from the FAANG, or now MAMAA, stocks tell us? And they share their thoughts on the rise of activist investors targeting company management.
Review of the week: Back to the shops
Last Updated: September 30, 2025
UK retail sales bounced back after a COVID-crushed Christmas. Yet the longest income squeeze since Sir Robert Peel was Prime Minister is set to intensify in the coming months.
Review of the week: Defiance
Last Updated: September 30, 2025
Russia’s invasion at first wrong-footed both Ukraine and the West, but the defenders’ resolve has been tougher than expected. Now, financial sanctions are hitting Russians hard.
Review of the week: The tie that binds
Last Updated: September 30, 2025
The war in Ukraine has united typically quarrelsome European states against Russian aggression. Meanwhile, unity in President Vladimir Putin’s nation has been enforced through the strength of an authoritarian regime.