Insights for professional partners

Our monthly look at what’s driving global markets

We've written this as a practical triage tool for the conversations you're already having with your clients at this time of year: who has genuine levers, what's supportable before 5 April 2026, and where joined up delivery (tax, legal, investment, cashflow) prevents avoidable problems.

Listen in as Oliver Jones, Head of Asset Allocation, and John Wyn-Evans, Head of Market Analysis explore the key themes shaping the investment landscape in the first quarter of 2026.

Stay informed with our 12-minute investment update video, explaining what the Iran conflict means for financial markets.

Countries and businesses need to adapt to shifting demographics

How AI-native startups are challenging software incumbents

Our monthly look at what’s driving global markets

Mining may seem unglamorous, but it has a crucial role to play in the future of both energy and technology, with potential rewards for long-term investors.

A practical summary of the April 2026 Agricultural & Business Property Relief reforms (sometimes shortened to ‘Business Relief’) – and the financial-planning actions where accountants, solicitors and Rathbones financial planners can work together to deliver joined-up client outcomes.

Our monthly look at what’s driving global markets

We don't yet see an end to the AI boom - but we’ve created a robust system to check for signs of a major, imminent deterioration in AI sentiment.

Stay informed with our 9-minute investment update video, setting out our reasons to be cheerful and prepared as the year begins. We observe how January has gone well for many markets and economies.

Defence stocks have risen - but Claire Titmarsh sees further long-term potential, as governments devote a greater share of national economies to military spending

Our monthly look at what’s driving global markets

We review the financial markets over the past year – including bouts of volatility right up till the final few weeks of 2025.

Stay informed with our 10-minute investment update video, setting out why we see stock market promise in 2026 – and how we’ve prepared in case the outcome proves less rosy.