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Review of the week: Too close to call
Last Updated: November 25, 2025
Bond yields rise in the aftermath of the UK Budget and with Americans poised to go to the polls.
Investing in defensive equity sectors as the cycle matures
Last Updated: November 25, 2025
When the pace of economic growth begins to slow and the outlook becomes more gloomy, it makes sense for investors to start shifting their equity investments away from cyclical sectors and towards defensive ones, even if you don’t think a recession is necessarily likely to ensue.
Five tips for fundraising during a downturn
Last Updated: November 25, 2025
Given the much more difficult economic environment we’re all facing, charities may be struggling to raise funds using the same techniques they’ve relied on in the past. To help, we’ve put together five top tips that charities could use to review and fine tune their fundraising strategies.
Investment Insights Q4 2023: Caution needed
Last Updated: November 25, 2025
Reasons to remain cautious about the investment outlook
We acknowledged we might be wrong, and inflation might fall without growth also tumbling in the wake of aggressive interest rate increases. But it wasn’t our base case. We believed inflation would return to the normal range by the end of 2023 — which does seem to be happening outside of the UK — but that a mild recession was a likely corollary. Yet no recession has arrived. An explanation is in order, and we want to address head on why we haven’t changed our outlook.
Review of the week: Behind the curtain
Last Updated: November 25, 2025
More is going on behind the curtain of modern China than its leaders would have you believe, if increasing unrest is anything to go by. Meanwhile, Europeans cross their fingers for a mild winter.
Investment Update: When the facts change
Last Updated: November 25, 2025
An American recession is now more likely than not. A broad decline in leading indicators steers us to be yet more defensive, but there are both bullish and bearish arguments to be made.
What comes next? Navigating the challenges and opportunities
Last Updated: November 25, 2025
Inheritance decisions can be complex—explore how to manage, invest or pass on wealth wisely, with practical tips on property, tax, pensions and family planning.
US Election - Energy Policy
Last Updated: November 25, 2025
US Election - Energy Policy
Behind ESG ratings
Last Updated: November 25, 2025
Making sense of environmental, social and governance ratings when investing.
Chance of US recession recedes, boosting markets
Last Updated: November 25, 2025
Developed market equities have continued to perform well in the first few weeks of 2024. In part, this is commensurate with the improvement in some leading indicators of the economy, pointing towards a less challenging environment for corporate profits ahead. Edward Smith, our Co-CIO of Rathbones Investment Management, explores what this means for our investment strategy.
Chief Investment Officer’s Corner
Last Updated: November 25, 2025
Here are three themes at the forefront of Rathbones’ Co-Chief Investment Officer Ed Smith’s mind, and what they mean for our clients’ investments.
Review of the week: Biden bows out
Last Updated: November 25, 2025
After weeks of pressure, President Joe Biden has abandoned his bid for re-election. Will there be a battle for the Democratic nomination at next month’s party convention in Chicago, or will his successor be coronated quickly?