Last Updated: September 30, 2025

While the Governor of the Bank of England gets off on a technicality this time – 3.0008% doesn’t count as breaching 3%! - we believe that peak inflation is close. Indeed, our analysis suggests domestically generated inflation may have peaked as early as the first quarter of this year.

Last Updated: September 30, 2025

We all experience inflation and its consequences every day. Everyone buys goods and services; most of us earn either a wage or an income from our savings and investments; everyone ages; everyone lives in a globalised world, a world changing through technology and innovation. Yet understanding how all of these facets interact and the effect that they have on the prices we pay is not easy. Thankfully, since the high inflation of the ‘70’s and ‘80’s, inflation has become a slow-moving, stable trend.

Last Updated: September 30, 2025

The Bank of England has increased policy rates to 0.5%, a decision that was 90% priced in to the interest rates futures market and should come as no surprise. Investors in the FTSE 100 should remember that company earnings are more responsive to changes in global financial conditions and the sterling exchange than UK base rates per se.

Last Updated: September 30, 2025

Fund’s AMC lowered to 0.45% for limited period
Rathbone Unit Trust Management Ltd (Rathbones) confirms that the Rathbone Recovery Fund (the fund) is to be renamed the Rathbone UK Opportunities Fund.

Last Updated: September 30, 2025

Tomorrow marks 70 years since India declared independence from the British Empire, but today the country is facing another struggle as diplomatic relations between India and China deteriorate over a border dispute in the ‘Sikkim trijunction’, where India, Bhutan and Tibet meet.

Last Updated: September 30, 2025

The purpose of this letter is to inform you of a proposed merger (the Merger) by which the net assets of the Rathbone Blue Chip Income and Growth Fund (the Blue Chip Fund) will be transferred into the Rathbone Income Fund (the Income Fund).

Last Updated: September 30, 2025

What if we told you there is a country with some of the most densely populated cities, but fastest trains on earth, with average delays of only 18 seconds? Hardly imaginable, if you travel by train in the UK. What if we told you that country also has one of the most rapidly improving free-market capitalist economies? And its companies are becoming increasingly shareholder friendly? On top of all of that, its stock market looks cheap? You’d probably say we were dreaming.

Last Updated: September 30, 2025

History doesn’t repeat, but it often rhymes. We are fast entering a time of intense scrutiny for the US technology giants. For the past couple of decades, the titans of social media and the internet have created a digital world that has radically altered how we communicate, transact and live. Only 30 years ago, a 15-minute phone call to the other side of the world could cost the better part of a day’s wages. Now you can video call anyone, anywhere for nothing.

Last Updated: September 30, 2025

Many of Europe’s leading stock market indices, including Germany’s DAX, have underperformed other global regions over the past six months. Even before Italy’s recent political crisis, the macro signals had waned. The growth rates of industrial production and new factory orders have declined, conditions in the retail sector have weakened, and the demand from businesses for new loans has fallen.

Last Updated: September 30, 2025

A decision tree for navigating Brexit uncertainty

• Brexit
• Economy

Last Updated: September 30, 2025

Never mind the gloom, the US economy is booming right now. Fresh from a jam-packed trip across the Atlantic, our head of multi-asset investments David Coombs thinks the country’s infrastructure is a bit of a throw-back, but there’s a definite buzz in the air.

Last Updated: September 30, 2025

It seems incredible that a modern metropolis could run out of water, yet this is the threat that major cities in developed and developing nations all around the world are facing. With the balance between demand and supply becoming increasingly fragile, we examine the challenges and implications.