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US Election - Fed Independence
Last Updated: November 25, 2025
US Election - Fed Independence
Investment update: an election to snap the uk out of its funk?
Last Updated: November 25, 2025
With Prime Minister Rishi Sunak having announced a general election for Thursday 4 July, the Conservative Party has a mountain to climb to avoid a heavy defeat. Labour has a large lead in the polls (around 20 percentage points) that has been sustained for more than a year and a half. The polls can of course be wrong, or shift – but usually only by so much. It would take a historic swing in such a short time to make a big difference to the outcome.
Planet Papers 2: Changing the planet
Last Updated: November 25, 2025
Back to Planet Papers hub
Rathbones’ stewardship director Matt Crossman explains why he firmly believes we can make the world a better place through our investments, and how best to do it.
Review of the week: Imaginings and disappointments
Last Updated: November 25, 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: 'Tis the season for a rate cut
Last Updated: November 25, 2025
As 2024 winds down and Wall Street is lit up like a Christmas tree, there’s still plenty to keep us on our toes. Will central banks bring glad tidings?
Bringing younger trustees on board
Last Updated: November 25, 2025
Kaveed Ali, Co-Chief Executive Officer at UK Community Foundations, talks to us about what charities can do to recruit younger, working-age trustees, and his own journey to becoming a trustee of Turn2Us.
Responsible capitalism: benefiting society and investment returns
Last Updated: November 25, 2025
Since pulling out of the global financial crisis, markets have been on one of the longest bull runs in history. Yet as wages stagnate, productivity slumps and living standards drop, large swathes of people in Western democracies feel left behind. Many of them are losing trust in capitalism itself.
Review of the week: Markets on edge as earnings season picks up pace
Last Updated: November 25, 2025
Investors are fearful of an earnings recession as reporting season steams ahead. Meanwhile, China’s first-quarter GDP estimate suggests its recovery is proving uneven
There's more to investing than trade policy
Last Updated: November 25, 2025
Since our last video, all markets have cared about is trade policy. But there is much more to investing than that: here we explain why it’s so important to keep focussed on the long-term resilience of the markets. Before we get to that, it’s worth noting there has been a small de-escalation of the trade war.
Watch Ed's video update below.
Review of the week: All fine bar the tariffs
Last Updated: November 25, 2025
Despite a whirlwind week of tit-for-tat on trade, borrowing costs have fallen back. Will this boon for investors, households and governments outlast the next inflation print?
Review of the week: Not the August planned
Last Updated: November 25, 2025
Hopes for a quiet summer were dashed by difficult-to-read economic data, swinging bond yields and holiday dramas.
Investment Insights Q2 2025: Europe's Big Reset
Last Updated: November 25, 2025
In the opening months of President Trump’s second term, attention-grabbing trade policy and a dramatic pivot on Ukraine have ratcheted up the level of uncertainty investors are facing. Our lead article considers the ‘collateral improvement’ this has brought to Europe’s outlook for growth.