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Review of the week: Credibility is the currency
Last Updated: September 30, 2025
The Bank of England has kept the gilt market greased and the Chancellor has brought forward the date he will reveal his detailed fiscal plans, easing pressure on the UK. Meanwhile, inflation still reigns supreme in investors’ minds.
QuidDitch
Last Updated: September 30, 2025
The team ponder whether, after the not-so-mini reaction to the Chancellor’s ‘mini-budget’, it’s finally time to buy UK bonds again or whether US Treasuries still look a better place for capital, and explain how they are tackling currency exposure in the face of a continually volatile pound. Also, what does the return to a world of higher costs of capital and risk-free rates mean for markets, and how should it change how we invest?
Review of the week: More than full circle
Last Updated: September 30, 2025
New Chancellor Jeremy Hunt has reversed virtually everything announced in the Truss-Kwarteng mini-budget in a bid to stabilise markets after weeks of turmoil.
Review of the week: The price of milk
Last Updated: September 30, 2025
Inflation continues to eat away at shoppers’ spending power, both in the UK and abroad. Meanwhile, how do currency fluctuations affect investment returns?
Review of the week: Big Tech’s scary sell-off
Last Updated: September 30, 2025
Investors got spooked as Big Tech’s quarterly results showed they weren’t immune to economic headwinds, driving brutal sell-offs. Meanwhile, the UK government’s huge about-face seems to be reaping a ‘dullness dividend’.
Rathbones Asset Management and responsible investment
Last Updated: January 13, 2026
Give our clients a clear understanding of the extent to which responsible or sustainable criteria are factored into the investment process of each of our funds. Meet the current and likely future regulations around taxonomy and reporting requirements in the UK and other jurisdictions in which we operate. Clarify our alignment to and application of the commitments made by Rathbones Group around responsible investment and in particular to the net zero initiative.
About Luxembourg SICAV
Last Updated: January 13, 2026
We manage £10.6 billion* for our clients, we are one of the UKs leading fund managers.
Review of the week: Imaginings and disappointments
Last Updated: September 30, 2025
Central banks are doggedly raising interest rates. Investors hopeful for a change of tack may continue to be disappointed for a while yet.
Review of the week: Inflation slows, stocks surge
Last Updated: September 30, 2025
Stocks flew higher after inflation came in lower than expected. It’s tough and getting tougher for businesses and families though, especially in the UK.
Multi-asset Masterclass | November 2022
Last Updated: September 30, 2025
With interest rates and bond yields on the way up, what does it mean for asset allocators and the expected risks and returns from the world's various markets? Listen to David Coombs discuss this and much more.
In Conversation September 2023 Ethical Bond Fund - Cloned
Last Updated: January 13, 2026
Manager Bryn Jones explains how his fund has bounced back from a tough 2022. Times of great change can bring exciting opportunities. As one of the most aggressive interest rate-raising cycles of all time nears its end, government bonds (including Green Gilts) look like compelling investments again. Bryn explains why his team is now pairing growth-sensitive credit investments with rate-sensitive government bonds.
In Conversation September 2023 Rathbone Multi-Asset Funds
Last Updated: January 13, 2026
Manager Will McIntosh-Whyte discusses some of the key themes driving markets and how this is informing current positioning. He explains why the team has been adding government bonds to the portfolios as rising interest rates mean they now offer really attractive yields. Finally, he outlines some of the exciting structural trends the team is targeting to help drive long-term returns.