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Review of the week: Bonds vs Fed
Last Updated: September 30, 2025
Signs of economic weakness in America have bond investors hoping the US central bank will soon let up on its path of higher interest rates. But they might be a little early.
Review of the week: Everything, everywhere, all at once
Last Updated: September 30, 2025
It’s a manic week ahead, full of monetary policy, earnings and economic insights. Just the right time for a week of strikes to cause bedlam throughout the UK, from schools to railways.
In Conversation February 2023
Last Updated: September 30, 2025
Join head of regional sales Ben Johnson as he introduces the latest In Conversation series. This series of video updates are here to provide you with the most up-to-date insights; portfolio positioning, performance and outlook.
For Financial Advisers Only
Review of the week: Blowing a gale
Last Updated: September 30, 2025
Markets were fanned higher by US monetary policy before getting driven backwards by contradictory economic winds. Uncertainty still reigns supreme.
Review of the week: The uncertainty principle
Last Updated: September 30, 2025
After years of upheaval, huge stimulus and changing habits from work to play, the paths of economic growth and inflation disappear into a fog as thick as a February morning. That’s why we’re still cautious about 2023.
Love Satchually
Last Updated: September 30, 2025
Could David’s usual prediction of US stocks beating European ones come a cropper this year? The team also explain why US real estate investment trusts are a different ball game for them vs the UK market, and where there are some exciting opportunities. Finally, the team turn a loving, Valentine’s Day gaze towards European luxury goods giant LVMH and discuss just why the company’s resilient earnings are perhaps worth paying a pretty penny for.
Rathbone Fixed Income webcast | March 2023
Last Updated: September 30, 2025
Rathbones head of fixed income Bryn Jones, alongside fund manager Stuart Chilvers will be providing an overview of their current outlook for fixed income markets , as well as an update on the Rathbones fixed income fund range. During the seminar, the managers will take a close look at fixed income markets and the unprecedented opportunities currently on offer across the asset class, that make it impossible to ignore.
Testing times
Last Updated: September 30, 2025
A DIY COVID-19 antibody test takes a lot out of our multi-asset portfolios fund manager Will McIntosh-Whyte. Cleaning up the mess, he’s reminded of why becoming an armchair expert is dangerous for investors.
From ‘TINA’ to ‘TANIA’…
Last Updated: February 4, 2026
Head of fixed income Bryn Jones explains why even the most tenacious equity bulls are starting to acknowledge that the era of ‘there is no alternative’ to stocks is finally done.
Low expectations, even lower valuations
Last Updated: May 15, 2025
Britain has suffered through an omnicrisis for almost six months and recession looms on the horizon. And yet UK markets have been a bright spot, notes Rathbone Income Fund co-manager Alan Dobbie. What’s going on?
Lessons from a tough 2022
Last Updated: September 30, 2025
Last year was bruising for most investors, but particularly so for UK mid and small-cap specialists like me. The idiosyncrasies of businesses – the stock-in-trade of small and mid-sized company investments – were cast to the wind in favour of one great concern: monetary policy.
When the love disappears
Last Updated: May 15, 2025
It’s Valentine’s Day so David Coombs, our head of multi-asset investments, is taking the duchess out for Pizza Express. Alright, it was a week ago, but he’s still a cheapskate. Just not when it comes to investments.