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Chart of the week: Value seekers eye sterling
Last Updated: September 30, 2025
Kicking the Brexit can all the way to Halloween has done nothing but prolong the uncertainty that’s shrouded us for so long. The ‘good news’ is that we think sterling now looks so undervalued that, no matter what happens with Brexit, it should appreciate over the long term. So, those willing to hold on for a rough ride just may find themselves reaping the rewards when the Brexit puzzle is finally solved.
Property owners are adapting to the popularity of online shopping
Last Updated: September 30, 2025
We’ve always been a nation of shopkeepers and spendthrifts. But how we get our retail fix today is dramatically different to even five years ago, let alone the turn of the millennium
Review of the week: Mutiny on the Bounty
Last Updated: September 30, 2025
The Conservatives are falling over themselves to replace the Prime Minister, even as she doggedly works on her deal. Meanwhile, America fires another shot at China in the trade war.
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.
The weight of a pound
Last Updated: September 30, 2025
A ghoulish Brexit is weighing on sterling and Donald Trump trade war with China is weighing on the Federal Reserve. Chief investment officer Julian Chillingworth looks at the effects of both.
Chart of the week: China is vulnerable to trade wars
Last Updated: September 30, 2025
No end in sight.
Chart of the week: Microsoft’s metamorphosis
Last Updated: September 30, 2025
Bouncing back from antitrust
Spend it with care
Last Updated: September 30, 2025
Fast isn’t always good. The rise of ‘fast fashion’ may have brought short-term happiness to some, but its long-term impacts are potentially devastating.
Chart of the week: Give us a sign
Last Updated: September 30, 2025
We have more reasons than at any time over the past decade to be worried about the global economic outlook over the next 12 months. Notably, US industrial production is contracting quarter- on-quarter. But we don’t think it’s time yet to cash in your chips. A mild contraction in many of these indicators is not actually unusual. Quarterly US industrial production growth has been negative five times now since the recovery began in 2009, sometimes for prolonged periods. Taken together, the indicators are not yet signalling more than a typical mid-cycle slowdown.
Rathbones Look forward podcast
Last Updated: September 30, 2025
Download the podcast of the series here.
The future of happiness - Richard Layard
Rathbones’ Ed Smith comments ahead of the US Federal Reserve interest rate decision
Last Updated: September 30, 2025
Now that the latest round of China/US trade talks have come to an uninspiring end, attention will shift to this evening’s announcement from the US Federal Reserve and the expected 0.25% rate reduction in the real interest rate. Markets will also be searching for clues as to whether there will be any further rate cuts this year, or whether this is a one off insurance cut.