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Weekly digest: as time goes by
Last Updated: July 19, 2025
Some calm has returned to markets amid a temporary truce in the tariff wars, but the clock is ticking and there is plenty of potential for further volatility. Meanwhile, things are less rosy in bond land. Still, as John notes, there is reason to relax and enjoy the bank holiday weekend.
Quarterly Investment Update Q3 2025: After much sound and fury, stock markets are at record highs
Last Updated: August 6, 2025
Major equity indices hit bear market territory on twists and turns in US tariff policy, before responding to news of a partial climbdown. Meanwhile, the oil price rose and fell and the dollar weakened.
Don't bet the house: Why the Golden Age of UK property investment is over
Last Updated: August 27, 2025
As the property market cools, diversified portfolios of financial assets show their strength.
Euro summer: More than just airlines could be delayed
Last Updated: July 31, 2025
As the socials get blitzed with people gearing up for Euro summer, our multi-asset equity analyst Emma Letheren is dispatched to Paris to scout companies. She finds a rare optimism among them, but old doubts die hard.
Investment Insights webinar - Q3 2025
Last Updated: July 22, 2025
With tensions in the Middle East and shifting trade policies stirring global uncertainty, Edward Smith, Co-Chief Investment Officer, and other Rathbones experts explore what this could mean for investors in the second half of 2025.
Weekly Digest: "You're fired! Or not..."
Last Updated: July 25, 2025
Investors have to cope with the flurry of announcements and changeable policy of the second Trump era. In particular, they’re pondering the increased pressure on the Fed to keep rates low.
Weekly Digest: The numbers game
Last Updated: July 24, 2025
Earnings ultimately drive stock returns, not geopolitics - and the quarterly earnings season has arrived.
Investment Insights Q3 2025
Last Updated: August 1, 2025
US tariffs seems to be reshaping the world. In our lead article this quarter, we discuss how rising trade barriers signal a turning point in US policy, with significant consequences for global economic growth, inflation and investor positioning.
Monthly Digest: Balancing the scales
Last Updated: August 6, 2025
There’s much for investors to worry about, including possible plot twists in the tariff soap opera. But there’s much to help them sleep, such as the potential from companies adopting artificial intelligence.
Reading the recovery
Last Updated: August 8, 2025
Stay informed with our latest 10-minute investment update video, exploring the stock market rises, the effect of tariffs, and opportunities across global markets.
Weekly Digest: Old Lady sets puzzle
Last Updated: August 12, 2025
Economies, financial markets and celestial bodies all have their own cycles. As wealth managers, we take care not to get too caught up in the financial market variety.
Monthly Digest: A hyperactive holiday season
Last Updated: September 23, 2025
Markets swung between tariff shocks, political drama and AI optimism in August, reminding investors of the importance of diversification in uncertain times.