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Chart of the week: Labour’s tax plans could curb growth
Last Updated: September 30, 2025
But within international ‘norms’
Review of the week: Out in the cold
Last Updated: September 30, 2025
While the US continues to dally over a trade deal with China, Russia has forged one of steel and gas with the Eastern giant. Chief investment officer Julian Chillingworth ponders a gas pipeline in frozen Siberia.
No! Jeremy Corbyn - Implications of General Election result
Last Updated: September 30, 2025
Boris Johnson has won a strong mandate to get on with his Brexit deal, sending sterling shooting higher. But what else will his government do in the next five years?
Review of the week : A Christmas Carol
Last Updated: September 30, 2025
Boris Johnson has won a strong mandate to get on with his Brexit deal, sending sterling shooting higher. But there’s something unusual going on with UK stocks, notes chief investment officer Julian Chillingworth.
The journey begins
Last Updated: September 30, 2025
After many debates, votes and faff, the UK is just about ready to start leaving the EU. Chief investment officer Julian Chillingworth takes a look at the year ahead and the one just gone.
Investment Insights Q1 2020: Is the winter of austerity ending?
Last Updated: January 13, 2026
The UK’s first December general election in nearly 100 years punctuated an eventful year for politics and the economy. Financial markets experienced a series of mood swings throughout 2019, but ended on a high as investors regained their appetite for risk. Despite ongoing uncertainty, including Brexit and trade tensions between the US and China, we remain positive about the outlook for 2020.
Rathbone Multi-Asset Portfolio Funds: Johnny-come-January
Last Updated: September 30, 2025
Will McIntosh-Whyte lays out how the Rathbone Multi-Asset Portfolios are positioned as investors grapple with Iranian tensions, UK trade deals and a US election year.
Review of the week: Sky rockets in flight
Last Updated: September 30, 2025
Stock markets went bananas last year as China and the US appeared to finally agree on trade. But then the killing of a top Iranian general set off geopolitical fireworks. Chief investment officer Julian Chillingworth mulls the consequences.
Is the winter of austerity ending?
Last Updated: September 30, 2025
Global markets have been focusing on US rate cuts over the past few months. But investors are increasingly looking to governments to stimulate growth, with a record 57% of fund managers saying fiscal policy is too restrictive, according to a recent survey of fund managers by Bank of America Merrill Lynch.
Chart of the week: Should you jump aboard the value train?
Last Updated: September 30, 2025
We’ll watch it trundle on
Review of the week: America first
Last Updated: September 30, 2025
China and the US have signed a one-sided trade deal that has got investors excited about the year ahead. Chief investment officer Julian Chillingworth notes recession concerns have been well and truly supplanted.
Chart of the week: Austerity’s repercussions reach our pockets
Last Updated: September 30, 2025
Household saving has fallen