Last Updated: September 30, 2025

This has been one of the most begrudged share market rallies in modern times. Our chief investment officer, Julian Chillingworth, explains why political deadlock may help it continue.

Last Updated: September 30, 2025

Inflation fears roiled markets in early February after a record stretch of stock market calm. Our chief investment officer, Julian Chillingworth, looks ahead.

Last Updated: September 30, 2025

After a rocky start markets have since settled, but possibly not for long. Our chief investment officer, Julian Chillingworth, looks ahead.

Last Updated: September 30, 2025

Inflation has flared up again in the UK, but that doesn’t mean the globe is awash with soaring prices.

Last Updated: September 30, 2025

Currencies bounced around last month as investors debated the strength of the UK’s Brexit negotiating position, whether the Federal Reserve (Fed) will slow its rate hikes, and if the European Central Bank will soon cut the number of bonds it buys each month as part of its quantitative easing programme.

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%.

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

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.

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.

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.

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.

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.