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Review of the week: The cycle of hope
Last Updated: October 13, 2025
When you really want some thing to happen, it’s hard to be objective about it. You focus on the reasons why it will happen and explain away any suggestion that it won’t. Investors have been guilty of this while dreaming ceaselessly of American interest rate cuts over the past year or more.
Going into Labour
Last Updated: September 30, 2025
In an election extravaganza of a year the team discuss how they will navigate the many political changes which may be ahead, Plus, they delve into diversification and the UK medical equipment company Smith & Nephew.
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.
Review of the week: Divergence emerges
Last Updated: September 30, 2025
US economic data is softening, yet there seems a way to go before interest rates start to fall. On this side of the Atlantic it’s the complete opposite.
Review of the week: Snap election, new policies
Last Updated: September 30, 2025
With the UK heading to the polls sooner than expected, the government announces policies that resonate with older voters. Meanwhile, disappointing inflation may have kiboshed a summer rate cut.
Multi-Asset Masterclass | May 2024
Last Updated: September 30, 2025
Watch David Coombs, Head of Multi-Asset Investments, along with other panellists, as they discuss the current investment landscape.
Review of the week: The pathetic fallacy
Last Updated: September 30, 2025
Uncomfortable weather hangs over the UK and its markets as everyone waits for a sign of summer.
Can sustainable bonds offer shelter from the storm?
Last Updated: October 5, 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.
Review of the week: The year of the election heats up
Last Updated: September 30, 2025
The Year of the Election is already providing warning signs to expect the unexpected. Even when outcomes aren’t a huge surprise, painful (if temporary) pitfalls may lie ahead.
Quantum Leap
Last Updated: September 30, 2025
Inflation is on our agenda but not quite in the way you might expect. We discuss the outlook for inflation in the longer term and consider how some big structural changes could shift perceptions on what’s a ‘normal’ rate of inflation.
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?