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Review of the week: Tax cuts or a conservative Budget?
Last Updated: July 22, 2025
The Chancellor hopes to narrow Labour’s yawning lead in opinion polls with a tax-cutting Budget. Giveaways may be stymied by a poor economy and higher costs of public services.
John Wyn-Evans
Last Updated: March 2, 2026
I am responsible for directing the firm's tactical asset allocation within client portfolios. I chair the Asset Allocation Committee as well as sitting on the Global Investment Strategy Group. A key part of my job is to communicate our investment strategy to both investment managers and clients. This is most widely seen in the Weekly Digest and Monthly Commentary products. I also undertake marketing trips around the country, although these are becoming more virtual in their nature. I make regular media appearances to comment on markets.
Weekly Digest: Taking stock – Trump’s first 100 days
Last Updated: July 24, 2025
With Donald Trump’s first 100 days as President coming to an end, his approval ratings – in the polls and in the markets – have taken a beating. Has investor sentiment gone too negative?
Planning ahead with will writing
Last Updated: July 22, 2025
Writing a will can seem a daunting prospect. While it can seem an easy task to put off, it's one of the most important things you can do, not only for yourself but your loved ones as well.
Review of the week: Too close to call
Last Updated: July 24, 2025
Bond yields rise in the aftermath of the UK Budget and with Americans poised to go to the polls.
Investing in defensive equity sectors as the cycle matures
Last Updated: July 22, 2025
When the pace of economic growth begins to slow and the outlook becomes more gloomy, it makes sense for investors to start shifting their equity investments away from cyclical sectors and towards defensive ones, even if you don’t think a recession is necessarily likely to ensue.
Five tips for fundraising during a downturn
Last Updated: July 22, 2025
Given the much more difficult economic environment we’re all facing, charities may be struggling to raise funds using the same techniques they’ve relied on in the past. To help, we’ve put together five top tips that charities could use to review and fine tune their fundraising strategies.
Investment Insights Q4 2023: Caution needed
Last Updated: July 22, 2025
Reasons to remain cautious about the investment outlook
We acknowledged we might be wrong, and inflation might fall without growth also tumbling in the wake of aggressive interest rate increases. But it wasn’t our base case. We believed inflation would return to the normal range by the end of 2023 — which does seem to be happening outside of the UK — but that a mild recession was a likely corollary. Yet no recession has arrived. An explanation is in order, and we want to address head on why we haven’t changed our outlook.
Review of the week: Behind the curtain
Last Updated: July 22, 2025
More is going on behind the curtain of modern China than its leaders would have you believe, if increasing unrest is anything to go by. Meanwhile, Europeans cross their fingers for a mild winter.
Rathbone Global Sustainability Fund: US Election — November 2020
Last Updated: July 22, 2025
The new tenant of the White House plans to make some major changes to green infrastructure and climate change policies. With America’s sustainability agenda set to head in a new direction, fund manager David Harrison muses about the knock on impact of US President-Elect Joe Biden’s policies on the Rathbone Global Sustainability Fund.
Investment Update: When the facts change
Last Updated: July 22, 2025
An American recession is now more likely than not. A broad decline in leading indicators steers us to be yet more defensive, but there are both bullish and bearish arguments to be made.
What comes next? Navigating the challenges and opportunities
Last Updated: July 24, 2025
Inheritance decisions can be complex—explore how to manage, invest or pass on wealth wisely, with practical tips on property, tax, pensions and family planning.