Filters
Taking investment risks into retirement webinar
Last Updated: October 11, 2024
What do you need to consider when passing on wealth and what concerns do you have? We address these questions and shed light on the interplay between future income streams, inflation, savings rates, and potential returns.
Investment Update video: When the facts change
Last Updated: January 20, 2023
Rathbones’ co-chief investment officer Ed Smith explains that worsening economic data suggests that an American recession is now more likely than not.
Charity investment training webinar series
Last Updated: November 7, 2023
Understanding investing: CC14 and how to develop an investment policy
Take control of your financial future today
Last Updated: May 21, 2024
The new tax year started on 6 April 2024, giving you a fresh chance to take advantage of all the different tax-efficient ways to save and invest. By using your annual allowances sooner rather than later, your money will benefit from the tax advantages and potential growth earlier.
Review of the week: I predict a riot
Last Updated: June 13, 2025
A plan to sort out France’s unsustainable state spending is in jeopardy as another government is threatened with dissolution by the parliament. Meanwhile, chances improve for a December interest rate cut in the US.
Investment Insights Q1 2024: The Magnificent Seven
Last Updated: July 21, 2025
“Dashing superheroes rescue distressed equity investors from the perils of rising interest rates” could be the headline for last year’s lopsided stock market action. Dubbed the Magnificent Seven, a small group of companies — Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla — contributed more than half of the gain in the S&P 500 in 2023 (figure 1). Will they continue to be such a key determinant of performance for charities with global equity exposure in 2024?
Review of the week: A platinum reign
Last Updated: January 20, 2023
A long and honourable reign has ended. We are deeply saddened by the passing of Queen Elizabeth II, and our thoughts are with the Royal Family.
Adapting to digital change: building resilient charities for the future
Last Updated: June 12, 2025
In today’s fast-changing digital world, adapting is essential for charities looking to increase their impact. This session will focus on practical ways to build digital resilience, highlighting how charities can use digital tools to improve storytelling, fundraising, audience engagement, and service delivery.
Episode 7: A design for entrepreneurship
Last Updated: July 31, 2024
An interview with Hannah Dale co-founder of Wrendale Designs, a multi-award winning brand of best-selling cards, stationary, home and giftware. We hear first-hand from Hannah about her journey into entrepreneurship, the lessons she and her husband learned along the way and the inspiration behind her colourful, timeless designs.
Investment Insights Q2 2023: A reality check on earnings forecasts
Last Updated: July 21, 2025
We’ve certainly had a difficult start to the year, but what is the investment outlook as we look forward to sunnier days ahead? Our latest Investment Insights considers some of the key themes – such as expectations versus reality for US company profits and the search for inflation protection.
Review of the week: Inauguration Day
Last Updated: June 13, 2025
Government bond yields fell back on better-than-forecast inflation as Donald Trump’s first day in office neared. The big unknown for investors is which tariff policy – we’ve heard many versions – the new administration will land on.
Review of the week: The comfort blanket of lower interest rates
Last Updated: September 9, 2024
Stocks are down on underwhelming US economic numbers, but the central bank is likely to ride to the rescue.