Last Updated: November 25, 2025

Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. This quarter’s key themes include:
1. Digging below the surface of UK indices - A conundrum in UK equity valuations
2. Time to shine - Gold is back in the spotlight
3. Out of fashion - Is there still value in Europe’s equity markets?
4. The hunt for yield - Attractive infrastructure investments are harder to find

Last Updated: November 25, 2025

The Kendal office has teamed up with Abbot Hall Art Gallery to host a new celebratory exhibition by revered Cumbrian artist Julian Cooper.
The exhibition Julian Cooper: Paintings from 1970 to 2017, runs from Friday 7th April through until Sunday 2nd July.
Richard Dawson, Regional Director said:

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:

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?

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:

Last Updated: November 25, 2025

A strong first half.
Paul Stockton, chief executive, said:

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:

Last Updated: November 25, 2025

Rathbones announces the retirement of Paul Stockton

Last Updated: November 25, 2025

Rathbones charity team has been shortlisted for the ‘Asset Manager of the Year’ award at the Better Society Awards that will take place in May. The London-based investment firm, which has been operating across the UK since 1742, has been recognised for its work within the charity sector, as well as its ongoing focus around ethical investment.

Last Updated: November 25, 2025

Philip Howell, Chief Executive of Rathbones Group Plc, said:
“The first half of 2018 has been a busy one for Rathbones as we progressed a full project agenda and announced the acquisition of
Speirs & Jeffrey whilst maintaining our focus on day-to-day operations. We remain confident in the outlook for the business.”
Highlights:

Last Updated: November 25, 2025

Rathbones has partnered with Jazz FM to bring you close to the music and artist with exclusive performances by the best new acts in jazz.

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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