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Planning ahead with will writing
Last Updated: August 5, 2024
Writing a will can seem a daunting prospect. While it can seem an easy task to put off, it's one of the most important things you can do, not only for yourself but your loved ones as well.
Review of the week: Too close to call
Last Updated: November 4, 2024
Bond yields rise in the aftermath of the UK Budget and with Americans poised to go to the polls.
Investing in defensive equity sectors as the cycle matures
Last Updated: January 20, 2023
When the pace of economic growth begins to slow and the outlook becomes more gloomy, it makes sense for investors to start shifting their equity investments away from cyclical sectors and towards defensive ones, even if you don’t think a recession is necessarily likely to ensue.
Five tips for fundraising during a downturn
Last Updated: March 3, 2023
Given the much more difficult economic environment we’re all facing, charities may be struggling to raise funds using the same techniques they’ve relied on in the past. To help, we’ve put together five top tips that charities could use to review and fine tune their fundraising strategies.
Investment Insights Q4 2023: Caution needed
Last Updated: July 21, 2025
Reasons to remain cautious about the investment outlook We acknowledged we might be wrong, and inflation might fall without growth also tumbling in the wake of aggressive interest rate increases. But it wasn’t our base case. We believed inflation would return to the normal range by the end of 2023 — which does seem to be happening outside of the UK — but that a mild recession was a likely corollary. Yet no recession has arrived. An explanation is in order, and we want to address head on why we haven’t changed our outlook.
Review of the week: Behind the curtain
Last Updated: January 20, 2023
More is going on behind the curtain of modern China than its leaders would have you believe, if increasing unrest is anything to go by. Meanwhile, Europeans cross their fingers for a mild winter.
Rathbone Global Sustainability Fund: US Election — November 2020
Last Updated: January 20, 2023
The new tenant of the White House plans to make some major changes to green infrastructure and climate change policies. With America’s sustainability agenda set to head in a new direction, fund manager David Harrison muses about the knock on impact of US President-Elect Joe Biden’s policies on the Rathbone Global Sustainability Fund.
Responsible capitalism Q&A with Matt Crossman, Stewardship Director at Rathbones
Last Updated: January 20, 2023
At the centre of our responsible capitalism report our stewardship director Matt Crossman and governance and voting analyst Archie Pearson highlight our efforts to put this into practice over the past decade. They highlight the tangible benefits not just to our clients, and not just in financial terms, but to our wider society. Matt Crossman discusses some of the points he makes in the report in the short Q&A videos below.
Rathbones participated in the 10,000 Black Interns Programme during summer 2021
Last Updated: July 6, 2023
We welcomed Tikristini Olasode and Emmanuel Ezego to the business for 6 weeks during which they completed placements with Financial Planning, RUTM, Research, Marketing and the Blue Cloud Investment Management team.
Gather together as a family to talk about financial plans
Last Updated: February 27, 2024
Take advantage of a time when your family is together to make sure you're all on the same page when it comes to your financial plans.
You can’t predict, you can prepare – investing with geopolitical uncertainty
Last Updated: October 11, 2024
What are the big ‘what-ifs’ keeping people awake at night and how can we have peace of mind as investors in a dangerous world? We run through the risks and discuss our approach to monitoring them as investors.
Investment Insights webinar - Q2 2025
Last Updated: July 21, 2025
Join Edward Smith, Co-Chief Investment Officer, and other Rathbones’ experts as they dive into the key themes shaping the investment landscape in 2025 - from tariff shifts to global trade dynamics - and what it could mean for your portfolio. Don’t miss these expert insights - watch the full recording now.