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Review of the week: A tale of two markets
Last Updated: July 24, 2025
Equity and bond investors had opposite reactions to the US election. But Trump 2.0 may have less influence than investors first hoped or feared.
Planning for the future – making a will when there are capacity issues
Last Updated: July 22, 2025
Rebecca Bristow of Shoosmiths has kindly contributed a piece on statutory wills and their importance when planning for the future.
The world has changed
Last Updated: July 22, 2025
Failing lenders bring back memories of the dark days of 2008 and 2009. Rathbones head of multi-asset investments David Coombs explains why he thinks a global financial crisis is unlikely, but notes how technology has made banking easier for customers and harder for bankers.
Rathbones Review Winter 2021
Last Updated: July 22, 2025
"When France sneezes,” Austrian diplomat Klemens von Metternich remarked in the wake of the French Revolution, “Europe catches a cold.” Reflecting shifts in global power, this maxim has metamorphosed over time and is now most often framed in terms of US hegemony. “When America sneezes,” we usually say today, “the world catches a cold.”
Review of the week: Central banks pause for thought
Last Updated: July 22, 2025
Last week’s round of central bank meetings sent a mainly consistent message. Most held interest rates on hold and suggested rates are now at (or very near) their peaks.
Our in-depth guide on responsible investment
Last Updated: July 22, 2025
Our booklet explains our four core principles, or pillars, of responsible investment and how we put them into practice.
Talking to the next generation about money webinar
Last Updated: July 24, 2025
Conversations about money are rarely straightforward, particularly when they involve family. How do you tackle the topic of inheritance, your will or other issues with your loved ones, so that everyone is on the same page? During this webinar our speakers provide valuable insights into running a family meeting– from inheritance plans to making tax-efficient financial decisions and ensuring your affairs and wishes are in order.
Weekly Digest: extremes
Last Updated: July 24, 2025
Lately we’ve had to acknowledge the distinct possibility that some of the content in these weekly updates could be rendered out-of-date before they’ve even been read. The White House’s somewhat arbitrary approach to policymaking suggests that we should brace ourselves for more of this volatile market behaviour, both positive and negative.
Quarterly Investment Update Q1 2025: After climbing a wall of worry, hopes for us growth should keep markets going
Last Updated: July 24, 2025
Although returns over the past year have been at times hard won, and often made in defiance of a doom and gloom narrative about the state of the world, most investors can look back on some reasonable gains.
Review of the week: Snap election, new policies
Last Updated: July 24, 2025
With the UK heading to the polls sooner than expected, the government announces policies that resonate with older voters. Meanwhile, disappointing inflation may have kiboshed a summer rate cut. Download PDF
Trump’s tariffs: how should investors respond?
Last Updated: August 7, 2025
Stock markets have reacted badly to the worse than expected news on US trade policy. We favour a more conservative asset allocation in response – but it’s possible to be too gloomy.
Review of the week: Monetary mea culpa
Last Updated: July 22, 2025
UK inflation simply won’t drop as fast as everyone hopes, leading the Bank of England to admit it needs a new model. Meanwhile, a compromise is proposed to kick the can on the US debt ceiling till after the next election.