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Investment Insights Q3 2024: Bond markets can be forgiving (sometimes)
Last Updated: September 25, 2025
As Rachel Reeves moves into Number 11 Downing Street, where the Chancellor lives and works, she faces a fiscal conundrum. Her party’s manifesto pledged “no return to austerity”, yet she is inheriting plans containing significant spending cuts, and her room for manoeuvre is limited. She’s pledged not to increase the four taxes that raise most revenue, and to retain fiscal rules that limit her scope to borrow. Squaring this circle won’t be easy. However, the situation is better than the gloomier prognoses suggest, and we’re still happy holding UK government bonds.
The Magnificent Seven are not the only stock market stars
Last Updated: July 24, 2025
There are plenty of promising companies under the radar aside from the most celebrated names – on both sides of the Atlantic.
Investment Insights webinar - Q2 2024
Last Updated: July 22, 2025
Rathbones’ head of equities Sanjiv Tumkur and head of asset allocation Oliver Jones discuss the outlook for global growth. Greenbank’s head of ethical, sustainable and impact research, Kate Elliot provides insight into the likelihood of a change in political leadership and what this could mean for investments.
Review of the week: An old-fashioned Santa rally
Last Updated: July 22, 2025
A gruelling year for investors actually delivered decent returns. But how much of that strong performance is in anticipation of 2024?
How could Labour's budget affect my finances?
Last Updated: September 15, 2025
With Labour having pledged not to increase the taxes which raise the most revenue, capital gains tax (CGT), pensions and inheritance tax (IHT) are in the spotlight. Here we explore what changes they could make, and what that might mean for your finances.
Investment report – Peace of mind in a dangerous world
Last Updated: July 22, 2025
Recent events have shown us that the destruction of human life from geopolitical events can sometimes render their impact on financial markets trivial in comparison. But we have a responsibility to consider the investment implications, prepare for and monitor them.
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Last Updated: September 30, 2025
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Building the UK’s future?
Last Updated: September 30, 2025
A home of one’s own seems like just a dream for an increasing number of property-obsessed Brits. Rathbone Income Fund co-manager Alan Dobbie considers whether a growing political consensus could help increase the supply of homes, bringing this dream to fruition for many – and more sustainable returns for homebuilders.
Mending fences
Last Updated: September 30, 2025
With his chickens scattered and fence repairs added to the list of weekend activities, Multi Asset fund manager Will McIntosh-Whyte ponders whether previously traumatised investors in Japan’s stock market will finally feel safe returning to the coop.
Are you concentrating?
Last Updated: September 30, 2025
The massive concentration of the American stock market is a hot topic. If investors in US stocks had owned the seven largest companies by market cap in 2023, they’d have more than doubled their money. Without those seven, the S&P 500 large cap index made just 8%. Because of this huge imbalance in returns, the weight of the top 10 most valuable stocks in the S&P is now an eyewatering 32%.
Power to the people
Last Updated: September 30, 2025
We are smack bang in the middle of a herculean effort to shift our world from one that runs on carbon to one driven by cleaner energy. A lot of attention and investment is going into generating more clean power, yet we think it’s just as important to reduce our energy needs and improve the infrastructure required to handle that low-carbon future.
Locking in bond income for longer
Last Updated: September 30, 2025
Bond fund manager Stuart Chilvers explains why lower interest rates won’t sap corporate bonds’ juicy income yields straightaway.