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Quarterly Investment Update: A Rorschach test for investors
Last Updated: July 22, 2025
What to do when markets and data seem full of conflicting messages
Opportunities and challenges for the charity sector in the 2024 Autumn Budget
Last Updated: September 15, 2025
The Autumn Budget 2024 presents a mixed picture for the UK charity sector, with both opportunities and challenges. Read our key highlights.
Is the Chinese dragon losing its appetite for industrial metals?
Last Updated: July 22, 2025
For many years the fortunes of the FTSE mining sector have been linked to developments in China. Rapid growth in demand for commodities like iron ore and copper in the late 2000s led to what became known as the first mining supercycle. That was followed by a downturn from 2011—15 as slowing demand from China combined with overexpansion of mining production.
Investment report – Peace of mind in a dangerous world
Last Updated: July 24, 2025
Recent events have shown us that the destruction of human life from geopolitical events can sometimes render their impact on financial markets trivial in comparison. But we have a responsibility to consider the investment implications, prepare for and monitor them.
Use them or lose them
Last Updated: July 22, 2025
Make sure you’re not paying more tax than necessary by taking advantage of all your annual allowances before the end of the tax year.
Japanese equities are coming into the light
Last Updated: November 25, 2025
Foreign investors have long regarded the Japanese stock market as akin to a samurai defeated in battle, sitting in his crumbling castle and ruminating on the bittersweet memory of his glory years. Granted, Japan’s Topix stock index has never returned to the stratospheric level of close to 2,900 reached in 1989, shortly before the market bubble burst. However, it has surged this year to a 33-year high, helped by increasing interest from overseas investors. We think this interest is justified for several reasons, and still see a lot of potential for Japanese companies.
Gather together as a family to talk about financial plans
Last Updated: July 22, 2025
Take advantage of a time when your family is together to make sure you're all on the same page when it comes to your financial plans.
You can’t predict, you can prepare – investing with geopolitical uncertainty
Last Updated: July 22, 2025
What are the big ‘what-ifs’ keeping people awake at night and how can we have peace of mind as investors in a dangerous world? We run through the risks and discuss our approach to monitoring them as investors.
Weather to vote?
Last Updated: July 24, 2025
A busy spring of AGMs has engagement analyst Jenny Twigg ready for a holiday. Before she heads off in search of sun, she explains why it pays to hear someone out before leaping to conclusions.
Our approach to risk management
Last Updated: January 13, 2026
At Rathbones, we take a more practical view of risk. Instead of simply categorising assets by type, we look at how they behave in different market conditions. This approach helps us build more resilient portfolios, with better protection during downturns and a clearer relationship between risk and return.
Business Relief portfolios
Last Updated: January 13, 2026
Business Relief (BR) allows clients to pass on qualifying investments free from inheritance tax (IHT) after just two years.* For those with larger estates, it can offer a valuable solution – keeping assets invested and in the client’s name, while reducing the potential tax liability.
Additional services for advisers
Last Updated: January 14, 2026
At Rathbones, we offer a range of complementary solutions that sit alongside our core investment propositions and can be accessed where appropriate.