Last Updated: September 30, 2025

The recovery has come off the boil, but we think it will continue supporting the markets.

• Economy
• Coronavirus

Last Updated: September 30, 2025

David Coombs, head of multi-asset investments, will be outlining his latest views; updating you on fund performance and discussing some of the topics that are front of mind.

Last Updated: September 30, 2025

Arguably the greatest welfare programme in UK history has come to an end. That should bring clarity to labour markets and free up workers for more resilient businesses.

• Review Of The Week
• Economy
• Global Economy
• Markets

Last Updated: September 30, 2025

Bryn Jones, lead manager of the £2.6bn Rathbone Ethical Bond Fund, has added exposure to government bonds for the first time by investing in the UK’s green gilts.

Last Updated: September 30, 2025

Prime Minister Boris Johnson has told the world to “grow up” and tackle climate change; that “this is the most important period I think now in the history of the planet - because COP simply must succeed”.

Last Updated: September 30, 2025

In the inaugural episode of The Sharpe End, David, Will and Craig discuss the private equity battle for Morrisons and the broader picture for UK retail. Also, how might the UK’s inflationary future differ from the rest of the world, and what does Cristiano Ronaldo know about Coca-Cola’s water business?

• The Sharpe End Podcast

Last Updated: September 30, 2025

In the second episode of The Sharpe End, David, Will and Craig discuss the rationale behind China’s intervention in technology and education markets, along with the potential for contagion into other sectors. Also, has UK commercial property hit its bottom? And should they worry about the recent jump in Dexcom’s share price?

• The Sharpe End Podcast

Last Updated: September 30, 2025

On this month’s episode of The Sharpe End, David, Will, and Craig ask whether investors are getting too excited about dubious subscription business models, and whether investors are looking critically enough at these ‘flywheels’ of growth. Should they instead spin the wheel and investigate some of those pure Covid reopening plays? Speaking of wheels, they also look at how the shift from exercise bikes to a set of real wheels helps Shimano.

• The Sharpe End Podcast

Last Updated: September 30, 2025

Bondholders sell government debt aggressively as inflation concerns mount, but are investors overpaying for inflation protection?

• Review Of The Week
• Economy
• Global Economy
• Markets

Last Updated: September 30, 2025

On this month’s episode of The Sharpe End, David, Will and Craig discuss the implications of the energy crisis and whether the clean power transition has gone too far too fast. Also, is the Bank of England in danger of killing off the fragile UK recovery? If so, what would that mean for the pound? And David explains why his love of Denmark extends beyond gluten-free pastries and Scandinavian crime series.

• The Sharpe End Podcast

Last Updated: September 30, 2025

Investors grapple with change as inflation rides higher and economic growth bounces back. Central bankers must come to terms with the new environment as well or risk making bad decisions.

• Week In Review
• Review Of The Week
• Economy
• Economics
• Markets
• Global Economy

Last Updated: September 30, 2025

Previously a niche area of investment, it is quickly gaining attention from investors of all types. However, this can be a complicated area of investing to navigate. There are multiple approaches to responsible investing and a variety of ways to analyse companies for their sustainability credentials. While the end goal is often similar – to do the right thing for the environment and society – it is crucial to understand the differences between each approach because it helps investors to make informed choices about where they are putting their money.