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Review of the week: UK growth deflated
Last Updated: November 25, 2025
The UK economy hit the wall last quarter, while inflation started rising again. In the US, expectations of interest rate cuts have cooled since Donald Trump was elected President.
Review of the week: Middle-Eastern tensions rise further
Last Updated: November 25, 2025
An Iranian missile attack on Israel was thwarted over the weekend. While markets are calm, risks of escalation linger.
Investment Insights Q4 2023: Higher for longer
Last Updated: November 25, 2025
The world has changed profoundly since the late 2010s, and the opportunities available to us as investors along with it. The strategies that serve us well today will look different to those that worked best in the unusual low-rate, low-volatility environment of the last decade.
Episode 5: Working with your investors
Last Updated: November 25, 2025
In this episode with Anastasiya Elfimova, Head of the Origination team at Hg we look at the importance of transparency, as well as how necessary it is for founders to understand their investor’s decision-making process. Anastasiya also explains what else investors may offer your business other than capital, as well as exploring what to do when things don’t go as planned.
Investment Update Video: What could turn this ship around?
Last Updated: November 25, 2025
October was a painful month for global equities, wiping out nearly all of the gains made in the year up until then. We think the seas will remain rough for investors over the next few months, but in his latest video update Rathbones’ Co-CIO Edward Smith asks ‘What could turn this ship around?’
Focus on quality, with an eye on bonds too
Last Updated: November 25, 2025
In his latest video update, Rathbones’ co-chief investment officer Ed Smith notes the need to focus on quality as equity gains widen out, while bonds look attractive as inflation slows.
Investment Report - China past its peak
Last Updated: November 25, 2025
Following China’s ‘great reopening’, growth is likely to accelerate this year. But we’re sceptical that it will be as successful as many are currently assuming. We expect the road ahead to be bumpy, the same sawtooth pattern that characterised other post-COVID re-openings. Longer term, this cyclical rebound is likely to give way to structurally slower growth.
Review of the week: The uncertainty principle
Last Updated: November 25, 2025
After years of upheaval, huge stimulus and changing habits from work to play, the paths of economic growth and inflation disappear into a fog as thick as a February morning. That’s why we’re still cautious about 2023.
Review of the week: Don’t tread on me
Last Updated: November 25, 2025
US jobs strength pushes back interest rate cut forecasts yet further. Meanwhile, higher rates and changing business needs keeps squeezing commercial property.
Signs of weaker growth are less worrying than they first appear
Last Updated: November 25, 2025
A broader swathe of economic indicators — of the recent past, present and future — have fallen to indisputably weaker levels than at any time since the 2008 global financial crisis. That means we have more reasons than at any time over the past decade to be worried about the outlook for the US and global economies over the next 12 months.
Review of the week: More than full circle
Last Updated: November 25, 2025
New Chancellor Jeremy Hunt has reversed virtually everything announced in the Truss-Kwarteng mini-budget in a bid to stabilise markets after weeks of turmoil.
Recession signals not yet past sell-by date
Last Updated: November 25, 2025
It was about this time last year that we expressed the view that US and global recession were likely to start within the next 12 months. Yet no recession has arrived. In this video, our co-CIO Ed Smith explains why we haven’t changed our cautious outlook and positioning.