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Biden win brings hope for some bipartisan agreement
Last Updated: September 30, 2025
Stimulus should be forthcoming and trade uncertainty relieved, even if Congress remains split
Review of the week: Telling stories
Last Updated: September 30, 2025
When it comes to grabbing headlines and stealing attention, reality is at a disadvantage to imagination. Our chief investment officer, Julian Chillingworth, ponders what it means for politics and investments.
Rathbone Global Sustainability Fund: US Election — November 2020
Last Updated: September 30, 2025
The new tenant of the White House plans to make some major changes to green infrastructure and climate change policies. With America’s sustainability agenda set to head in a new direction, fund manager David Harrison muses about the knock on impact of US President-Elect Joe Biden’s policies on the Rathbone Global Sustainability Fund.
America (finally) decides
Last Updated: September 30, 2025
Equities fell in October as investors came to terms with tighter lockdown restrictions, but hopes for a new round of US stimulus under President-elect Joe Biden have buoyed markets, and Chief investment officer Julian Chillingworth reckons we should take heart.
Review of the week: The race to roll out a vaccine is on as markets soar
Last Updated: September 30, 2025
News of a potentially viable vaccine is welcome, yet markets have rocketed back extremely quickly considering it is yet to be approved. With COVID-19 spreading rapidly once again, time is of the essence.
What a more flexible Fed means for investors everywhere
Last Updated: September 30, 2025
The Fed, America’s central bank, has a dual mandate, to maintain stable prices for the goods and services that households want to purchase, and promote maximum employment, which means that everyone who wants a job can get one. Congress formalised this mandate in 1977, but the Fed has been guided by it since the 1946 Employment Act, passed to help ensure Americans were rewarded for their efforts during World War II with a good standard of living.
Planet Papers 3: A brand new world
Last Updated: September 30, 2025
Back to Planet Papers hub
Far from interrupting these trends, the coronavirus pandemic has accelerated them.
How consumer behaviour can reshape our planet
This new generation of consumers are more likely to express a strong interest in social engagement, purpose and values than their predecessors, and the disruption that COVID-19 has wrought across the globe seems to have strengthened the demand for a more sustainable approach.
Rathbone Multi-Asset Portfolios webcast - Thursday 3 December
Last Updated: September 30, 2025
Co-Fund Manager of the Rathbone Multi-Asset Portfolios fund range Will McIntosh-Whyte will discuss fund performance, the US election, vaccines ride to the rescue and which businesses really stand to benefit from this health crisis.
Investment Update: UK rate talk is getting a bit too negative
Last Updated: September 30, 2025
The Bank of England has recently added to its stimulus programme yet again, and it isn’t ruling out negative interest rates. But don’t believe the hype – it’s not yet ruling them in either.
Review of the week: Thanksgiving may be a super-spreader; will vaccine news bring holiday cheer?
Last Updated: September 30, 2025
Thanksgiving may be a super-spreader event this year, as governments around the world try to plan their way through the upcoming festive season. But investors have been given a boost from good vaccine news.
Writing in the time of corona
Last Updated: September 30, 2025
In March, Paul Farley, Chair of Judges for the Rathbones Folio Prize 2020, delivered the prize-giving speech from his Lancashire garden. “You’ll have to imagine there’s a party — a podium, flutes of house prosecco, the din of assembled guests,” he said.
Investment Update: Dealing with rising UK debt: not all options are bad
Last Updated: September 30, 2025
Rather than try to reduce it by austerity, inflation or default, the government should focus on keeping the rate of economic growth above the cost of servicing the debt.