Financial Highlights

Watch a video message from Paul Stockton, Chief Executive Officer of Rathbones, and Tony Overy, Chief Executive Officer of Saunderson House

Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. This quarter’s key themes include:

1. Digging below the surface of UK indices - A conundrum in UK equity valuations 



2. Time to shine - Gold is back in the spotlight 



3. Out of fashion - Is there still value in Europe’s equity markets? 



4. The hunt for yield - Attractive infrastructure investments are harder to find 



5. Running on empty - Are US and UK consumers driving into another crisis? 

Read the key issues shaping current investment strategy. 

The Kendal office has teamed up with Abbot Hall Art Gallery to host a new celebratory exhibition by revered Cumbrian artist Julian Cooper.

The exhibition Julian Cooper: Paintings from 1970 to 2017, runs from Friday 7th April through until Sunday 2nd July.

Richard Dawson, Regional Director said:

“We are always very keen to sponsor local events.  We have previously sponsored exhibitions with Lakeland Arts Trust and they’ve always been a great success so we are delighted to be involved in this exciting exhibition.”

“We are very proud to be able to play our part in bringing a collection of 30

Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter's key themes include:

1. The equity-bond conundrum: Has QE distorted financial markets?
2. Increasing dispersion: Equity market returns are diverging by sector, region and style.
3. Trouble in the eurozone: The ECB's latest move could be too little too late.
4. Reforming Japan: Corporate governance standards are improving.
5. UK commercial property: Investors might want to locate he exit points.

Read the key issues shaping current investment strategy.

If you would like

Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter’s key themes include:

1. Sterling looks overvalued, but currency headwinds may continue for some time.

2. With markets close to fair value, long-short strategies can boost performance.

3. Referendum: "Should Scotland be an independent country?"

4. China - hard landing or managed slowdown?

5. Emerging markets - are bonds a better way to gain exposure than equities?

Read the key issues shaping current investment strategy.

If you would like more information on

Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter’s key themes include: