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That old-time service
Last Updated: September 30, 2025
Hours-long queues for petrol focuses the mind on the importance of businesses that have been dismissed as ‘old-economy’. Rathbone Income Fund co-manager Carl Stick explains why he’s been adding to a few of them this year.
Own the tent not the circus
Last Updated: September 30, 2025
COP26 has produced a lot of hot air, argues our head of multi-asset investments David Coombs, and that’s half the climate problem facing the world. The other half is empty gestures and a lack of action.
Not a Christmas quiz
Last Updated: September 30, 2025
The battle between personal freedom and governmental control is extremely important for economic performance, argues David Coombs, our head of multi-asset investments. It affects consumption, inflation, the currency and investment.
2022: The year ahead. Maybe?
Last Updated: September 30, 2025
You’d think that two years of pandemic-induced uncertainty would persuade David Coombs to stop trying to predict the future, yet here we are. Our head of multi-assets gives his lucky dice another blow…
Weekly Digest: Fahrenheit 451
Last Updated: September 30, 2025
We’re vigilant about threats to companies we invest in, whether from competitors or from within.
Court of Protection and conveyancing – a guide for practitioners
Last Updated: October 1, 2025
Katie Strong, partner at Irwin Mitchell LLP, has kindly contributed this article to assist Court of Protection practitioners in relation to conveyancing matters for their clients.
S…bend it like Biden?
Last Updated: September 30, 2025
Is US President Joe Biden’s huge infrastructure stimulus bending the US Treasury yield curve more than Beckham at the dead ball? Moderating inflation hasn’t stopped long-term US Treasury bond yields from whipping higher (and therefore prices falling sharply) in the past couple of months – could it be worries around government spending and the much larger amount of bonds being sold at auction? Meanwhile, earnings season has dominated stock markets recently, so the team discuss the winners and losers this time round and why. Lastly, they share why US landfill and recycling business Waste Management is more exciting than you may first think.
Rish and Chips
Last Updated: September 30, 2025
The team discuss the very different approaches to government investment in the US and UK and how this impacts the relative attractiveness of those economies. Next-generation weight loss drugs have grabbed the headlines of late, but unpicking the long-term impacts of these treatments on businesses is fraught with difficulty. Then, in the interests of balance, the team turn to alcohol and burgers as they discuss their recent switch from drinks giant Diageo to fast-food behemoth McDonalds.
scAIRbnb
Last Updated: September 30, 2025
With an array of UK retailers struggling and the housing market slump deepening, the team discuss managing exposure to the UK and why they are keeping an eye on the escalating government clampdown on Airbnb. Also, in recognition of National Inclusion Week, the team share how they think about diversity when investing and why Nike, one of the few consumer stocks they hold, is one company that has navigated this area successfully.
Review of the week: Higher or Lower
Last Updated: September 30, 2025
Interest rate hikes for the US and Europe are almost certain this week. All major central banks are getting close to calling time on rate increases, but the UK is likely to be the last to do so.
Review of the week: Soft landing?
Last Updated: September 30, 2025
Rather than a slow fade, the American economy produced a surprise surge. Yet with inflation within touching distance of the 2% target, US interest rates may still peak soon.
Review of the week: Not the August planned
Last Updated: September 30, 2025
Hopes for a quiet summer were dashed by difficult-to-read economic data, swinging bond yields and holiday dramas.