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Review of the week: The great retirement
Last Updated: July 22, 2025
The UK labour market is in a huge state of flux. The population is ageing fast, people are retiring earlier and changes to immigration are leading to a lack of ‘unskilled’ workers.
Looking beyond today’s superstars for tomorrow’s winners
Last Updated: July 24, 2025
It may feel like déjà vu as equity performance is again concentrated in a few big names, but in his latest video update, Rathbones co-CIO Ed Smith discusses how positive earnings surprises are spreading more widely and why this is good news for active investors.
Investment Update: When the facts change
Last Updated: July 22, 2025
An American recession is now more likely than not. A broad decline in leading indicators steers us to be yet more defensive, but there are both bullish and bearish arguments to be made.
Ready, Set, Marmalade! The World’s Original Marmalade Awards competition is now open
Last Updated: July 22, 2025
Marmalade makers and jam pans around the world are at the ready, as the eighteenth Dalemain World Marmalade competition opens, proudly sponsored by Rathbones.
Growth vs value?
Last Updated: July 22, 2025
Global equity markets have been on an upward path more or less since their precipitous drop in March 2020, when the world first went into lockdown. Over the course of this nearly two-year advance, leadership has passed from one investment style to another. But rather than choosing broad styles like growth or value, we believe a more company-specific focus on the quality and durability of profits will continue to be the best guide for finding long-term returns as the world moves on towards a post-COVID normality.
Investment Insights Q2 2022: This is not an economic rerun of the 70s
Last Updated: July 22, 2025
In the midst an unfolding humanitarian crisis, our thoughts are first and foremost with the people of Ukraine. But we also have a duty to our clients to monitor the investment impact of the war, and we set out some of the investment implications of these challenging times in our latest Investment Insights publication.
Review of the week: A Lot Going On
Last Updated: July 22, 2025
There’s a veritable sea of moving parts out there in the global economy, which are keeping investors on edge. The big question is, how will they influence central bankers?
It’s good to talk
Last Updated: July 22, 2025
Encourage your clients to take advantage of a time when they’re together as a family to talk about their financial plans.
How China’s generational shift is impacting its economy
Last Updated: July 22, 2025
A recovery is expected for China’s economy this year, now that its zero-COVID restrictions have been scrapped and government policy has become more supportive. However, its longer-term challenges, such as a shrinking workforce and inefficient allocation of resources, remain. As a result, an initial cyclical rebound is likely to give way to structurally slower growth over the long term. So, what could this mean for your clients’ investment portfolios? Swimming against the demographic tide
Review of the week: Move fast and break
Last Updated: July 22, 2025
When banks fail they do so suddenly and the shock can create panic that spreads trouble to other lenders. That’s why US regulators have stepped in swiftly and unambiguously.
HIGHER FOR LONGER: IMPLICATIONS FOR INVESTORS
Last Updated: July 22, 2025
.hero-banner__author-name {display: none !important; }The inflationary shocks caused by the pandemic and war in Ukraine are finally unwinding. But that doesn’t mean we’re returning to an environment just like the one before they hit. The world has changed profoundly since the late 2010s, as have the investment opportunities available along with it.
Review of the week: Back on the Carousel
Last Updated: July 24, 2025
After a solid year for investors, albeit with jarring moments and a pervasive uncertainty, what does 2025 have in store?