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Review of the week: The price of milk
Last Updated: July 22, 2025
Inflation continues to eat away at shoppers’ spending power, both in the UK and abroad. Meanwhile, how do currency fluctuations affect investment returns?
Quarterly Investment Update video Q4 2023
Last Updated: July 22, 2025
In hindsight we underestimated the resilience of the global economy in 2023 and could have advocated taking more risk. But as Rathbones’ Co-CIO Ed Smith explains in this video, global earnings have been falling since January and equity markets have been largely driven by sentiment.
Quarterly Investment Update Q3 2024: Broad earnings improvement brings good news
Last Updated: July 24, 2025
A widely expected change of government may bolster UK sentiment, while the US election is on a knife’s edge.
Review of the week: Blowing a gale
Last Updated: July 22, 2025
Markets were fanned higher by US monetary policy before getting driven backwards by contradictory economic winds. Uncertainty still reigns supreme.
Investment Update: Russia/Ukraine: Time to Worry?
Last Updated: July 22, 2025
Most geopolitical crises of recent years have hit local markets hard, but at worst done only fleeting damage to global indices. However, there are three events that buck this trend: the 1973 Yom Kippur War/OPEC oil embargo; the 1979 Iranian Revolution; and the 1990 Iraqi invasion of Kuwait. All centre on the price of energy. A similar oil and gas shock in Eastern Europe as a result of fighting in Ukraine would exacerbate the already sizeable risk that high inflation becomes endemic, which would then require tighter monetary policy to get it under control.
Rathbones targets modern slavery for third year with biggest collaborative engagement yet
Last Updated: July 22, 2025
Rathbones has launched its third Votes Against Slavery engagement, securing support from 122 investors with assets under management totalling £9.6 trillion.
Quarterly Investment Update video: Staying defensive as risks continue to build
Last Updated: July 22, 2025
Rathbones’ co-chief investment officer Ed Smith explains why we can see a path to better returns, but there are substantial dangers to be guarded against.
Big gains for big stocks obscure some hidden gems
Last Updated: July 22, 2025
We’ve been exploring the investment opportunities among oft-overlooked small and mid-sized companies.
Talking to the next generation about money webinar
Last Updated: July 22, 2025
Join us for an insightful webinar to discuss how a family board meeting can be used to talk to the next generation about money.
Rathbones combatting modern slavery webinar
Last Updated: July 22, 2025
Modern slavery and human trafficking is a pervasive risk to society and to our clients' investments. It is imperative that all companies play their part in seeking to reduce the opportunities for modern slavery to occur.
Review of the week: The bank of mum and dad
Last Updated: July 22, 2025
UK central bankers fall into an age-old parenting trap while talking to investors. Also, we look at the differences between official statistics and new ‘real-time’ series.
Is it time to consider a total return strategy?
Last Updated: July 22, 2025
Fiona Gillespie, Head of Charities - Scotland, explores the options available to charity trustees in terms of investment strategy.