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Why US government bond yields are scaring some investors
Last Updated: September 30, 2025
The yield curve is all the rage in the financial press, with more people searching for it on Google than at any time since 2005, which was the last time it inverted. But what is the yield curve? What does it mean for it to invert? And why should we care?
Will the UK fall into a recession?
Last Updated: September 30, 2025
Will focuses on the current turbulence in markets with a particular emphasis on Trump's protectionism policies. Take this opportunity to hear how the strategies are positioned as developments unfold
Review of the week: Cleaning Overton’s Window
Last Updated: September 30, 2025
You could hear the crack of the starting gun echoing around the markets last week: the race for the 2020 Democratic presidential candidacy is on and American equities dipped noticeably. And the leading message from those leading the Democratic pack is that capitalism itself is broken and needs radical reform.
Review of the week: The hunt for the Holy Grail
Last Updated: September 30, 2025
“It’s just a flesh wound.”
Review of the week: Gridlock
Last Updated: September 30, 2025
A logjam in the streets and another in Parliament. Our chief investment officer, Julian Chillingworth, ponders a hectic week ahead.
Review of the week: The unconquerable bull
Last Updated: September 30, 2025
Global equities shrugged off some bad news to post remarkable gains in the first quarter. Julian Chillingworth, our chief investment officer, thinks it’s time to shuffle toward the exit – but not too fast.
What we could be talking about …
Last Updated: September 30, 2025
It’s hard to see anything beyond Brexit in the UK’s future, but UK Opportunities fund manager Alexandra Jackson has been noting a real resurgence in the fortunes of British households. If only they felt confident enough to start spending.
Review of the week: Schism
Last Updated: September 30, 2025
The Conservative Party has politicked itself into a terrible bind, explains Julian Chillingworth, our chief investment officer. The consequences for the country could be momentous
Review of the week: Brexit - trick or treat?
Last Updated: September 30, 2025
It seems only fitting that our new Brexit date coincides with Halloween – will it be ‘trick’ or ‘treat’?
Review of the week: The lost art of compromise
Last Updated: September 30, 2025
As investors return from the long Easter weekend, Rathbones chief investment officer Julian Chillingworth considers the prospects for compromise as tariff wars and Brexit negotiations continue amid rumours of another plot to oust Theresa May in our latest Review of the Week.
Review of the week: Comeback king
Last Updated: September 30, 2025
American stocks roared back from last year’s setback at a pace rarely seen. Our chief investment officer, Julian Chillingworth, puzzles over the diabolical VIX index and explains why he thinks markets could be getting ahead of themselves.
Review of the week: Be best
Last Updated: September 30, 2025
The Donald has ratcheted up tensions in the trade stand-off just when a resolution was so close you could taste it. Our chief investment officer Julian Chillingworth ponders whether investors are right to shrug it off as gamesmanship.