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The Magnificent Seven
Last Updated: October 14, 2025
“Dashing superheroes rescue distressed equity investors from the perils of rising interest rates” could be the headline for last year’s lopsided stock market action. Dubbed the Magnificent Seven, a small group of companies — comprising Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla —contributed more than half of the gain in the S&P 500 in 2023.
After a volatile 2022, will things get better?
Last Updated: October 14, 2025
In these videos Rathbones’ co-chief investment officer Ed Smith gives a review of 2022 and discusses our outlook for 2023.
Charity investment training webinar series
Last Updated: July 24, 2023
Considerations when selecting an investment manager
Charity investment training webinar series
Last Updated: July 24, 2023
Equity selection – how to identify winners and avoid a permanent loss of capital
Charity investment training webinar series
Last Updated: July 27, 2023
Should charities employ an income-only or total return approach?
Charity investment training webinar series
Last Updated: November 7, 2023
Understanding investing: CC14 and how to develop an investment policy
Charity investment training webinar series
Last Updated: July 6, 2023
Understanding investment tools: the relationship between risk and return
Charity investment training webinar series
Last Updated: July 6, 2023
Understanding investment tools: The basic rules for long term investors
Charity investment training webinar series
Last Updated: July 6, 2023
Understanding investment tools: An introduction to asset classes. A brief overview of the main asset classes that can typically be used in a charity’s investment portfolio.
Working together across the client journey
Last Updated: June 30, 2023
Ensuring your clients always get the right advice at the right time is central to the professional adviser ethos. But what are the key trigger points that indicate that your client may need help from a financial planner or an investment manager and what should they look for in selecting one?
A new chapter
Last Updated: June 20, 2024
Here’s how our financial planning and investment management teams worked with a client to give her the confidence to retire through a financial plan that balanced financial security with the freedom to enjoy her life.
Do we need to worry about inflation, the thief in the night?
Last Updated: September 5, 2023
Over the longer term, it can have significant effects on the purchasing power of a portfolio. This is particularly pertinent for personal injury and Court of Protection (PI/COP) clients who usually have an irreplaceable pot of money which needs to support them for life.