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Investment Report - China past its peak
Last Updated: October 2, 2023
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: February 20, 2023
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: February 8, 2024
US jobs strength pushes back interest rate cut forecasts yet further. Meanwhile, higher rates and changing business needs keeps squeezing commercial property.
Investing over the next decade: what should charities expect?
Last Updated: October 3, 2024
We look ahead to some key economic expectations for the next ten years in a changing world, and ways in which charities investment strategies could be aligned accordingly.
Signs of weaker growth are less worrying than they first appear
Last Updated: January 20, 2023
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: January 20, 2023
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: August 11, 2023
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.
Quarterly Investment Update Q2 2024: The many have taken over from the few
Last Updated: April 11, 2024
Will it be a case of the tortoise versus the hare, with last year’s winners taking a breather while the laggards catch up?
Rathbones Group Plc - 2023 Annual General Meeting
Last Updated: October 9, 2023
The AGM is currently scheduled to be held at our London head office at 8 Finsbury Circus, London EC2M 7AZ, on Thursday 4 May 2023 at 10:00am.
Review of the week: Happiness is Relative
Last Updated: November 27, 2023
After a miserable year for living standards, Brits are feeling much better about their lives and their futures. But how much will that move the dial for retail spending and economic growth?
Planet Papers 4: Feeding the planet
Last Updated: July 4, 2025
Back to Planet Papers hub Feeding the world’s roughly 8 billion people has a huge impact on the environment. Leading studies suggest this necessary process accounts for about a quarter of all greenhouse gas emissions contributing to global warming. With the global population projected to grow to 10 billion by 2050, the nations of the world won’t be able to reach their climate targets without radical change to the food system.
Navigating inheritance tax and gifting - Part 1
Last Updated: August 9, 2024
In this podcast, you'll hear some of the issues around inheritance tax planning. Find out why it’s important to talk to your family so that everyone has a chance to express their point of view, as well as the issues to consider when thinking about the most efficient ways to pass on your wealth.