Investment Insights - November 2025

10 November 2025

Our monthly look at what’s driving global markets

Rathbones Investment Management

Article last updated 10 November 2025.

In our November edition:

No golden opportunity: Why we don’t recommend cryptoassets for portfolios
Building prosperity: Five ways to boost UK investment and return to fiscal health
Nervous optimism: How Nvidia become the world’s first $5 trillion company, despite signs of investor bearishness

Figure of the month

November 2025

92%

China's share of rare earth refining, 2023

The US and other countries are concerned about China’s dominance in the mining and refining of rare earths, 17 chemical elements need to make a wide variety of products, such as magnets, lasers and steel. Rare earths have become caught up in the trade wars: in October China announced sweeping export controls on rare earths and related technologies.

October 2025

28%

Proportion of German trains more than ten minutes late.

Europe’s biggest economy strives to increase infrastructure spending.

September 2025

24.3%

Rise in the price of beef and veal in the year to July.

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