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A step change for the UK?
Last Updated: September 30, 2025
It’s not just high-street shoppers who are getting more cost-conscious. Investors too are focusing more on how much value they’re getting for their money. Rathbone Income Fund co-manager Alan Dobbie asks whether this could signal a step-change for UK stocks.
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Last Updated: July 25, 2025
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Last Updated: July 25, 2025
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Last Updated: July 25, 2025
Review of the week: Banking eagle, hawked
Last Updated: September 30, 2025
A regional bank caught up in the March banking crisis has been forcibly sold by an American regulator. Hopefully this marks the end of the chapter.
Review of the week: A very British coronation
Last Updated: September 30, 2025
A King is crowned and most of England went to the polls last week. Coming up is a Bank of England rate hike and an update for American inflation.
Investment commentary - Rathbone Global Opportunities Fund, April 2023
Last Updated: May 15, 2025
Artificial returns?
Last Updated: September 30, 2025
Virtually everyone you talk to is bearish. The future is uncertain. Inflation isn’t falling as fast as everyone would like. Costs from labour to debt interest payments are rising. Central bankers are like a riddle of sphinxes.
And yet, stocks are comfortably up year to date, particularly the digital titans of America: Microsoft, Alphabet, Apple and Amazon, all of which we own, and Meta and Telsa, which we don’t.
Dancing on the debt ceiling
Last Updated: September 30, 2025
Is America approaching the finish line for interest rate hikes? The team discuss the latest from the other side of the pond, including all the fun of the debt ceiling political football. Meanwhile, are the fears and stresses in the commercial property market signs of an opportunity or a justified warning to stay well away? That leads the team to ponder US insulation and roofing business, Owens Corning, and the tailwinds that should support the company in coming years.
Review of the week: Expectations vs reality
Last Updated: September 30, 2025
There’s a disconnect between how everyone feels and how stock markets are moving. Meanwhile, the US debt ceiling looms ever larger.
Peak China? It’s been and gone
Last Updated: September 30, 2025
Peak China? That’s the question raised in the latest edition of the Economist. Rathbones head of asset allocation Oliver Jones summarises why we think the days of super-charged Chinese growth are over.
Review of the week: The money eraser
Last Updated: September 30, 2025
Inflation can often seem an abstract concept. Not lately, though: everyone is keenly aware of soaring prices. Is inflation finally starting to drop?