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Investment commentary - Rathbone Strategic Bond Fund - November 2022
Last Updated: May 15, 2025
No Cuts No Glory
Last Updated: September 30, 2025
With plenty of debate about the state of the US economy, whether the inflation dragon is slain or not, if the landing will be a soft one, and when the Fed might start cutting rates, the team discuss whether the US economic porridge is too hot, too cold or just right.
Rathbone Greenbank Global Sustainable Bond Fund - Quarterly Investment Commentary
Last Updated: May 15, 2025
Rathbone Greenbank Global Sustainable Bond Fund - Investment commentary
Last Updated: May 15, 2025
Review of the week: Spending the big bucks
Last Updated: September 30, 2025
The mean-average American family is worth $1 million after years of soaring growth, wealth and income. This matters for inflation, future interest rates and the strength of the dollar.
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.
Review of the week: Taking stock of GDP
Last Updated: September 30, 2025
The great uncertainty over whether and when US interest rates will fall took a twist with first-quarter GDP. Much slower growth, offsetting dynamics and higher inflation are creating a puzzle.
Stopping the Exodus to Uncle Sam
Last Updated: October 15, 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.
Review of the week: The Federal Reserve riddle
Last Updated: September 30, 2025
Fading strength in the labour market and services businesses have increased hopes that interest rates can still be cut this year. Everybody is watching the Fed watch the data.
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.
In Conversation
Last Updated: January 13, 2026
This series of video updates are here to provide you with the most up-to-date insights; portfolio positioning, performance and outlook.
For professional investors only
In Conversation | Global Opportunities
Last Updated: January 13, 2026
Manager James Thomson highlights two of his favourite consumer stocks which are thriving in a tough period defined by a global cost of living crisis. Top contributors this year have come from a broad church, but include a familiar favourite that he’s been selling. And discover the stock he's wanted to buy for years – he finally got the chance this summer – exclusively on this video.