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Stopping the Exodus to Uncle Sam
Last Updated: September 30, 2025
When I was about 14, I made my first visit to the US, a holiday on the West Coast that took in Disneyland in LA. Having spent my childhood visiting Barry Island’s and Porthcawl’s fun fairs, I was blown away by the bigger, shinier, cleaner but much more expensive US equivalent. Driving the dodgems to the soundtrack of the Bay City Rollers was never the same again.
Challenger comebacks
Last Updated: September 30, 2025
Rathbone UK Opportunities Fund equity analyst Robbie Carr marvels at the speed of an FA Cup comeback. It makes him wonder if UK small and mid-sized companies could soon post a rapid recovery of their own.
Are govvies as exciting as murder in the Mediterranean?
Last Updated: September 30, 2025
Government bonds have given investors whiplash as their yields bounce around the place like a psychopath in 1950s Italy. Yet multi-asset portfolios fund manager David Coombs explains why he’s holding on tight.
Can sustainable bonds offer shelter from the storm?
Last Updated: September 30, 2025
Last week’s UK inflation numbers represent yet another bump in the sometimes painfully twisty route to lower interest rates. The Bank of England (BoE) had predicted that the latest UK consumer price inflation data would show it falling sharply from 3.2% to 2.1% – within striking distance of the bank’s inflation target.
AI: just what the doctor ordered
Last Updated: September 30, 2025
Since joining our Multi-Asset Team earlier this year as a fixed income analyst, Sally Hoang has really enjoyed the cross-asset lens that’s used when analysing investments. Combined with her background as a pharmacist, it helps her understand the potential for AI in healthcare.
Can less be more?
Last Updated: September 30, 2025
Rathbone Income Fund Manager Carl Stick argues that relentlessly busy bees aren’t always as productive as they seem. Might the answer be to do fewer things better?
An electric future
Last Updated: September 30, 2025
From checking our phones and firing up our laptops, to getting in the car or the train to work, energy, in all its forms, is the lifeblood of our society. And just as we only think about our circulatory system when things go wrong, we often take energy for granted until it’s not there.
The end of a long winter for UK stocks?
Last Updated: September 30, 2025
Could fortunes be turning for British stocks, asks Rathbone UK Opportunities Fund Manager Alexandra Jackson. As the UK prepares to vote in the sunshine, investors seem more optimistic than they’ve been for years.
Things can only get better for UK equities
Last Updated: September 30, 2025
In 1997 a reinvigorated and more centrist Labour party swept into power following a long period of Conservative rule. With the election of a new Labour government, could 2024 spark a similar resurgence in the UK stock market?
Record rotations in stocks and English Euros hopes
Last Updated: September 30, 2025
Multi-asset fund manager David Coombs channels some empathy for Gareth Southgate, as he looks to put together a portfolio that can achieve optimal performance over the long haul, but may look out of touch during periods when market momentum is against you.
Guess who’s back?
Last Updated: September 30, 2025
Former President Donald Trump is the odds-on favourite to win the US election in November, despite the Democrats’ decision to bring on a last-minute substitute. Flashbacks to the bad old days of the pandemic help Multi-Asset Fund Manager David Coombs remember the playbook of dealing with him.
Taxes, beaches and bonds
Last Updated: September 30, 2025
A flurry of new UK government spending raises concerns that Labour will return to its tax and spend habits. Multi-Asset Portfolios Fund Manager David Coombs mulls whether current trends will put interest rate cuts on pause.