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The lights are still on for the US economy
Last Updated: September 30, 2025
Rathbone Global Opportunities fund manager James Thomson explains why he thinks the US economy may turn out to be brighter this year than feared. And can US stocks keep climbing if the economy slows, but doesn’t shrink?
What’s in a name?
Last Updated: September 30, 2025
Industry veteran David Coombs, our head of multi-asset investments, gets cranky about lazy labelling and job name inflation as he dispenses 40 years’ wisdom to budding finance acolytes.
Barbenheimer, renewables and the power of hype
Last Updated: September 30, 2025
Rahab Paracha, sustainable multi-asset investment specialist, finds lessons for sustainable investors in Hollywood hoopla.
The risk in doing good
Last Updated: September 30, 2025
Diversity, equity and inclusion is important to ensure businesses get the best skills, avoid group-think and better understand their customers, argues our Multi-Asset Portfolios lead fund manager, David Coombs. But – as with anything – risks remain.
Hoarding Cash
Last Updated: September 30, 2025
Why take risk when you can be paid 5% or more to leave your cash at the bank? Because you’re forgetting about tomorrow, argues head of multi-asset investments David Coombs.
Squaring the dividend triangle
Last Updated: September 30, 2025
Striking the balance between delivering a tasty income today while sowing the seeds for higher dividends in years to come is the artful science at the heart of equity income investing. Rathbone Income Fund manager Alan Dobbie explains how he approaches the task.
Ozempic Gold
Last Updated: September 30, 2025
Multi-Asset Portfolios fund manager Will McIntosh-Whyte tries to give up sugar, but it turns out he wasn’t sweet enough. Will it turn him onto the next-generation weight-loss drugs?
Lending to the world’s biggest borrowers
Last Updated: September 30, 2025
Famously, banks are the most leveraged businesses on the planet. That’s why financial institutions issue something like half of all corporate bonds worldwide by value, explains fixed income fund manager Stuart Chilvers.
The benefit or harm of AI is in its use
Last Updated: September 30, 2025
AI, like all technologies, is neither good nor evil. It’s a tool with the potential for both great benefit and great harm. Whether the good outweighs the bad will depend on how people use it.
Present Stress
Last Updated: September 30, 2025
Investors have spent a year obsessing over risks. Head of multi-asset investments David Coombs tries to deal with them one at a time.
Bonding Over Shared Scares
Last Updated: September 30, 2025
Growth in US business loans has been steadily dropping this year and is now virtually stagnant. Company borrowing tends to be heavily influenced by how strict banks are, although there’s roughly a five-month lag. This suggests lending will start to shrink sharply next year, as shown in chart 1, ah, ah, ha … The tightening noose of lending standards Source: Refinitiv, Rathbones
In search of a UK catalyst
Last Updated: September 30, 2025
Why are investors not buying into Britain? Alan Dobbie, Rathbone Income Fund manager, examines what's affecting views of the UK stock market.