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Review of the week: Trick or treat
Last Updated: September 30, 2025
As Halloween approaches, the threat of a ‘no-deal’ Brexit has retreated. Our chief investment officer, Julian Chillingworth, outlines a new plan for keeping tabs of the Brexit electoral games.
Chart of the week: Eurozone needn’t fear ‘Japanification’
Last Updated: September 30, 2025
A deflationary bust is unlikely
Brexit means Brexit after all
Last Updated: September 30, 2025
Brexit is inching closer to resolution. We update our decision tree to help investors assess the possible paths forward.
Chart of the week: Tech’s growth has outpaced the market
Last Updated: September 30, 2025
The sector should hold up well
Vibrant capitalism and Silicon Valley: the secret sauce of US equities
Last Updated: September 30, 2025
In 1962, a young Stanford graduate and former middle distance runner named Phil Knight sold his car and bought a ticket to Japan, at the time a leading supplier of sprinting shoes. Once there he persuaded a local manufacturer, Onitsuka, to grant him exclusive distribution rights over its Tiger line in the Western US. The business he built on the back of the agreement became the $100 billion powerhouse Nike, while Tiger trainers’ original owner, now renamed Asics, is listed in Japan with a market value of about $3 billion.
Chart of the week: Should you pay to lend money?
Last Updated: September 30, 2025
How low can yields go?
America’s technology giants are in the antitrust spotlight
Last Updated: September 30, 2025
Just like other life-transforming technologies of the past, today’s tech giants are reaching maturity — that inevitable transformation from fresh young face of innovation to overgrown, mistrusted hulk. Telltale wrinkles appeared in May amid reports that US antitrust bodies would be investigating Alphabet, Apple, Amazon and Facebook’s competitive practices for possible violations.
Is it worth paying for the privilege of holding government bonds?
Last Updated: September 30, 2025
We’ve all heard the phrase ‘cash is king’. It gets used a lot when investors think the prices of other assets are getting too high and they would rather sit on cash while waiting for prices to fall.
Rathbone Strategic Bond Fund
Last Updated: September 30, 2025
Bryn Jones, Rathbones Head of Fixed Income will discuss how he navigates the bond market to protect investor capital and ensure consistency of returns through periods of extended volatility.
Chart of the week: US protectionism hurts everyone
Last Updated: September 30, 2025
Especially those it's meant to protect
Review of the week: Building trust
Last Updated: September 30, 2025
By knowing more about a problem and its solution, you can fix it. But you can also con people. Chief investment officer Julian Chillingworth draws parallels between politicians and economists and builders and mechanics.
Rathbone UK Opportunities Fund
Last Updated: September 30, 2025
Alexandra Jackson, manager of the Rathbone UK Opportunities Fund, explores the outlook for UK equities and how the fund is positioned.