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2014 second quarter - key themes

Last Updated: November 25, 2025

Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter’s key themes include:
1. Sterling looks overvalued, but currency headwinds may continue for some time.
2. With markets close to fair value, long-short strategies can boost performance.
3. Referendum: "Should Scotland be an independent country?"
4. China - hard landing or managed slowdown?
5. Emerging markets - are bonds a better way to gain exposure than equities?

News

Rathbones signs the C-19 Business Pledge

Last Updated: November 25, 2025

Responsibility is at the core of our values as we invest for everyone’s tomorrow. That means doing the right thing for our clients, employees and other stakeholders too. Now more than ever we recognise the need to provide support in the fight against COVID-19. We are pleased to demonstrate our support for the C-19 Business Pledge alongside many other businesses, committing to working together to support our people, our clients and communities.
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