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Charity investment training webinar series
Last Updated: July 6, 2023
Understanding investment tools: An introduction to asset classes. A brief overview of the main asset classes that can typically be used in a charity’s investment portfolio.
Review of the week: Labour waltzes to victory
Last Updated: July 21, 2025
Sometimes polls are right and sometimes polls are wrong. Last week, we saw classic examples of both.
After 2024’s outsized returns, optimistic realism for 2025
Last Updated: June 13, 2025
In these videos Rathbones’ co-chief investment officer Ed Smith gives a review of some key lessons from 2024 and discusses our outlook for 2025
Economic and investment outlook
Last Updated: October 11, 2024
What might happen next as central banks come to the end of their interest rate increases? Will this signal better returns for investors next year? Edward Smith, co-chief investment officer shares his insight. In addition, Oliver Jones, head of asset allocation, provides an update on China.
A new chapter
Last Updated: June 20, 2024
Here’s how our financial planning and investment management teams worked with a client to give her the confidence to retire through a financial plan that balanced financial security with the freedom to enjoy her life.
How to boost your retirement income
Last Updated: March 15, 2024
If you’ve not yet started to draw your State Pension, you may find that buying extra National Insurance years can boost your income.
How to help a financial procrastinator
Last Updated: February 14, 2024
Resetting finances, setting goals and encouraging your clients to take control of their plans.
Investment Insights Q3 2019
Last Updated: March 12, 2024
While the Brexit deadline draws closer, the route to a deal between the UK and the European Union (EU) shows no signs of materialising.
Quarterly Investment Update Q4 2023: Entering the midnight zone
Last Updated: October 2, 2023
The darkest hour for economic indicators is still approaching; then comes the dawn.
Review of the week: France cuts spending, ECB to cut rates?
Last Updated: October 14, 2024
The twin engines of the European economy, Germany and France, are sputtering. With inflation falling and France turning to austerity, will the central bank come to the rescue?
Autumn budget: Labour hits reset
Last Updated: November 6, 2024
Big changes to taxes, spending and the fiscal rules. Rachel Reeves used her long-awaited first Budget to hit reset, with big increases in tax and spending alongside a major change to the fiscal rules. While there are significant implications for individuals’ financial planning as capital gains and inheritance tax change, this article focuses on the potential effects on the UK economy and financial markets.
Review of the Week: Bonds vs Fed
Last Updated: January 27, 2023
Signs of economic weakness in America have bond investors hoping the US central bank will soon let up on its path of higher interest rates. But they might be a little early.