Last Updated: November 25, 2025

Labour looks likely to form the next government. What changes could they make to raise money, how might that affect your clients’ finances and what can they do about it?

Last Updated: November 25, 2025

The White House has issued a flurry of decrees in its first fortnight. While not unexpected, they’re already creating unease in markets and chaos in the government.

Last Updated: November 25, 2025

The government has more cash to work with after better-than-expected GDP growth and higher tax receipts. How will the extra money be used?

Last Updated: November 25, 2025

Inflation is falling nicely in the US, will British CPI follow suit this week? Meanwhile, China battles deflation as its economy stutters.

Last Updated: November 25, 2025

Labour looks to be on the cusp of taking power in the UK. What changes could they make to raise money, how might that affect you and what can you do about it?
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For the latest on Labour's plans, please see our pre-Budget update at this link.

Last Updated: November 25, 2025

Seismic geopolitical changes are wrenching the post-war global order, straining the transatlantic partnership and upending supply chains. Investors are recalculating furiously, putting financial markets in flux as well.

Last Updated: November 25, 2025

Our lead article explains that as China’s recovery slows, policymakers there look unlikely to stimulate growth by loosening either the monetary or fiscal purse strings.

Last Updated: November 25, 2025

UK retail sales slumped in December while inflation went in the other direction. Is the UK now in recession, albeit the mildest of the mild?

Last Updated: November 25, 2025

As Rachel Reeves moves into Number 11 Downing Street, where the Chancellor lives and works, she faces a fiscal conundrum. Her party’s manifesto pledged “no return to austerity”, yet she is inheriting plans containing significant spending cuts, and her room for manoeuvre is limited. She’s pledged not to increase the four taxes that raise most revenue, and to retain fiscal rules that limit her scope to borrow. Squaring this circle won’t be easy. However, the situation is better than the gloomier prognoses suggest, and we’re still happy holding UK government bonds.

Last Updated: November 25, 2025

There are plenty of promising companies under the radar aside from the most celebrated names – on both sides of the Atlantic.

Last Updated: November 25, 2025

Rathbones’ head of equities Sanjiv Tumkur and head of asset allocation Oliver Jones discuss the outlook for global growth. Greenbank’s head of ethical, sustainable and impact research, Kate Elliot provides insight into the likelihood of a change in political leadership and what this could mean for investments.

Last Updated: November 25, 2025

Climate change is one of the most pressing challenges facing current and future generations. If global ‘net-zero’ targets are to be met, the building and construction industries urgently need to reduce their emissions. We discuss how they’re addressing this, and what it could mean for your clients and their investments.