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The shift to clean energy and its impact on our biodiversity
Last Updated: October 3, 2025
In late October 2023, the UK government backed calls for a global moratorium on deep-sea mining over concerns about its impact on the environment, after dozens of British scientists signed a letter entreating Prime Minister Rishi Sunak to do so.
Review of the week: Tax cuts or a conservative Budget?
Last Updated: October 3, 2025
UK Chancellor Jeremy Hunt will announce what is widely expected to be the last Budget of this government on Wednesday.
Rathbone SICAV High Quality Fund Closure
Last Updated: October 3, 2025
In our capacity as Distributor and Investment Manager of the Rathbone Luxembourg Funds SICAV (“the Company”) we are informing you about the liquidation of Rathbone SICAV High Quality Bond Fund, a sub-fund of the Company (the “Sub-Fund”), as soon as possible from 19 July 2024 and subject to the prior approval of the Sub-Fund’s supervising authority, the Commission de Surveillance du Secteur Financier (the “CSSF”).
Artificial intelligence and the search for company profits
Last Updated: October 3, 2025
The launch of ChatGPT has triggered a new artificial intelligence (AI) gold rush among investors. This search for riches has driven strong gains this year across the technology sector — from chip makers (the picks and shovels of this new gold rush) to large cloud-computing service providers, software vendors and IT consultants. But it’s far from clear how it will all pan out.
Investment Insights Q4 2023: Shaky ground
Last Updated: October 3, 2025
Why investing in UK property is not always as safe as houses.
The Magnificent Seven
Last Updated: October 3, 2025
“Dashing superheroes rescue distressed equity investors from the perils of rising interest rates” could be the headline for last year’s lopsided stock market action. Dubbed the Magnificent Seven, a small group of companies — comprising Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla —contributed more than half of the gain in the S&P 500 in 2023.
Investment Insights Q1 2024: The Magnificent Seven
Last Updated: October 3, 2025
“Dashing superheroes rescue distressed equity investors from the perils of rising interest rates” could be the headline for last year’s lopsided stock market action. Dubbed the Magnificent Seven, a small group of companies — Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla — contributed more than half of the gain in the S&P 500 in 2023 (figure 1). Will they continue to be such a key determinant of performance for charities with global equity exposure in 2024?
Are you concentrating?
Last Updated: October 3, 2025
The massive concentration of the American stock market is a hot topic. If investors in US stocks had owned the seven largest companies by market cap in 2023, they’d have more than doubled their money. Without those seven, the S&P 500 large cap index made just 8%. Because of this huge imbalance in returns, the weight of the top 10 most valuable stocks in the S&P is now an eyewatering 32%.
Japanese equities are coming into the light
Last Updated: October 3, 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.
Belfast
Last Updated: September 30, 2025
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Select portfolio update for clients of Rathbones Financial Planning
Last Updated: May 15, 2025
Rathbone Greenbank Global Sustainability Fund - Annual review 2021
Last Updated: May 15, 2025