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Investment Insights webinar - Q2 2024

Last Updated: July 22, 2025

Rathbones’ head of equities Sanjiv Tumkur and head of asset allocation Oliver Jones discuss the outlook for global growth. Greenbank’s head of ethical, sustainable and impact research, Kate Elliot provides insight into the likelihood of a change in political leadership and what this could mean for investments.

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Quarterly Investment Update Q2 2025: Separating uncertainty from risk as we prepare for what's ahead

Last Updated: July 24, 2025

When it comes to managing wealth, there is a big difference between the concepts of “risk” and “uncertainty”. Risk is deemed to be quantifiable in some way, allowing managers to construct portfolios with the right balance between assets and the right mix within those asset classes. At least then we might have some idea of the potential gains and losses to which clients are exposed.

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Investing for the next decade

Last Updated: July 24, 2025

The first few years of the 2020s have been characterised by huge shocks to the global economy – from the pandemic to the Ukraine war. When the dust settles, we think the global economy will have changed in significant ways, and the investment strategies that fared best over the past decade won’t be the ones that serve us best for the next one. If the 2010s are gone for good, we’ll need a different approach.

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