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Investment Update: The Non-Patriotic Case for UK Equities
Last Updated: August 13, 2025
Long gone are the days when UK equities made up the majority of the average UK wealth management portfolio. We see that as a good thing in general, given our firm belief that a global mindset is important for delivering superior risk-adjusted returns. Still, the cavernous gap between the valuation of UK companies and their peers overseas is worth investigating.
The Earth Convention 2025 — Energy and Finance
Last Updated: July 24, 2025
Rathbones and Greenbank are delighted to partner with 5x15 for The Earth Convention 2025, a three-part series offering insights into the urgent issues facing our changing world. The first session ‘Energy and Finance’ will reflect on the future of energy.
Review of the week: Getting ahead of the Fed
Last Updated: July 24, 2025
The US Federal Reserve rows back on the potential for interest rate cuts even as inflation improves. Meanwhile, the French election also reverberates through bond markets.
Planning for the next five years
Last Updated: July 24, 2025
We explore how the next five years under a Labour government could impact your financial planning needs and goals.
Platforms are back, but not stagflation
Last Updated: July 22, 2025
Review of the week: The year of the election heats up
Last Updated: July 24, 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.
Investment Update: Budget 2024
Last Updated: July 22, 2025
With the shadow of a general election looming over the government, chancellor jeremy hunt announced another reduction in the headline rate of national insurance (of two percentage points) in a bid to shore up his party’s flagging support. But that cut will do little to change the near-term economic outlook, and the work of dealing with the bigger structural problems facing the uk economy has largely been left until after the election.
US Election - Geopolitics
Last Updated: July 22, 2025
US Election - Geopolitics
Investment Insights Q3 2022: Recession risk - UK versus UK
Last Updated: July 22, 2025
Our latest Insights highlights why we still see US or global recession as unlikely over the next 12 months, despite what you might be reading in the headlines of the financial press. In any case, no two downturns are the same (each is unhappy in its own way), and a crucial point that often goes missing in the current debate is that it’s still too early to be clear about what kind this one will be, and therefore how to properly defend portfolios against it.
Client story: protecting a family’s wealth beyond retirement
Last Updated: July 22, 2025
Inheritance tax can eat up a large portion of an individual’s wealth when they pass away, so it’s important to account for this when planning for retirement.
Review of the week: back on track?
Last Updated: July 22, 2025
Stocks and bonds ended the month – and first quarter – nearing the top ends of the trading ranges in place since late last year. But there’s still much uncertainty about the inflation and growth outlook, particularly if energy prices start rising again.
Review of the week: Downward bound
Last Updated: July 22, 2025
After the flurry of central bank decisions last week, what did we learn about when (and how much) the big hitters plan to cut rates?