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In the eye of the storm
Last Updated: September 30, 2025
A North Korean missile, potentially capable of carrying a nuclear payload, soared over Japan in late August and sunk into the Sea of Japan. In response, 10-year Japanese government bond (JGBs) yields sunk too, from 0.009% to -0.009%.
Counting currency
Last Updated: September 30, 2025
British investors may get a shock when they look at their returns this month. For those investing in sterling, overseas stock market performances were downright dismal
Peak prices
Last Updated: September 30, 2025
The Bank of England (BoE) raised rates in early November from 0.25% to 0.5%. A decent boost from the services sector helped third-quarter GDP grow by a faster than expected 0.4%, a solid enough justification for the hike.
Review of the week (wk ending 29 March)
Last Updated: September 30, 2025
The UK was the biggest loser in a tough quarter for global equity markets.
Despite a wave of bad news for many of the US technology giants, the S&P 500 was the strongest major developed market in local currency terms over the past three months. Worries about rising inflation and faster interest rate hikes were compounded by America’s belligerent trade policy, causing sharp share price falls around the world.
Pride before the fall
Last Updated: September 30, 2025
When Donald Trump won the presidency in November 2016, we believed he would struggle to make headway on virtually all of his flagship policies.
Richer ageing population fuels rising demand for tailored investment support
Last Updated: March 3, 2026
A growing number of people with larger sums to invest is driving demand for bespoke investment management services, according to new research* from Rathbones, one of the leading UK discretionary wealth management firms.
Rise in personal wealth actively managed by financial advisers gathers pace
Last Updated: March 3, 2026
Rathbones found that due to an ageing population, every adviser surveyed has seen rising interest in active, bespoke investment services since 2023.
Active is outperforming passive on fixed income but being outsold
Last Updated: March 3, 2026
Retail investors may often not understand key issues with passive fixed income funds and focus too much on lower management costs rather than performance.
Rathbones Group plc announces results for the six months ended 30 June 2025
Last Updated: March 3, 2026
“The first half of 2025 marked a pivotal phase for Rathbones, as we successfully completed the planned client and asset migration of Investec Wealth & Investment (IW&I). This milestone increased run-rate synergies to £47.2 million as at 30 June 2025 and set the stage for the remaining synergies to be delivered in the second half of the year as we continue to realise further benefits of operating as a single, larger business."
Rathbones launches ‘true active’ model portfolio service range
Last Updated: March 3, 2026
First fruits of newly integrated wealth managers: new Rathbones’ MPS is the first enhanced investment offer delivering benefits of the company’s successfulcombination with Investec Wealth & Investment.
Truly active: the suite of seven MPS portfolios uses three in-house funds which will be launched exclusively for these investment solutions.
Actively managed portfolios at a competitive price: 0% discretionary fund manager fee and ongoing charges capped at 0.5%.
Why Golden age of UK property investment is over
Last Updated: March 3, 2026
Rathbones research shows UK property returns now lag inflation, while global equities have delivered significantly stronger returns since 2016.
Rathbones sets course for next stage of growth
Last Updated: March 3, 2026
Preliminary results for the 12 months ended 31 December 2025