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2025: The year ahead. Maybe?
Last Updated: September 30, 2025
Our head of multi-asset investments, David Coombs, makes a bad Nostradamus. Lucky he’s a fund manager! Here are his predictions for markets in the year ahead. Spoiler alert: he’s usually wrong. But it’s all about the direction of travel…
Weathering the stormy gilt market
Last Updated: September 30, 2025
It’s not just the weather outside that’s wild. Caught in the eye of global bond turbulence, weak gilts are driving UK borrowing costs to precipitous highs. Head of fixed income Bryn Jones explains why he’s warming to higher-yielding UK government bonds as others get cold feet.
New Year, New Me
Last Updated: September 30, 2025
There’s nothing more irrational and banal than a new year refresh. But we all instinctively do it, so head of multi-asset investments David Coombs took the time to review the prospects for AI and healthcare.
Waste Not, Want Not
Last Updated: September 30, 2025
“One man’s rubbish is another man’s treasure” takes on a more literal meaning for the waste industry that’s responsible for dealing with our throw-away culture. If you rummage through your own cast-offs, it’s easy to spot the obvious treasure: materials like plastic, glass and cardboard which can be collected, sorted, and resold at a profit to companies who can recycle and reuse them in their products and packaging.
Sounds of the 70s
Last Updated: September 30, 2025
The 1970s is a good time to be nostalgic about, says head of multi-asset investments David Coombs. But you don’t want to relive it: the reality wasn’t as fun as the legendary music would have you believe.
A massive active risk, passively taken
Last Updated: September 30, 2025
This week’s AI sell-off will leave many passive investors nursing big losses. Investment specialist Michael Cumberlidge argues shocks like these reinforce the benefits of active management.
Are you 100% faithful to Net Zero?
Last Updated: September 30, 2025
Fresh from finishing the latest season of The Traitors, our engagement analyst Jenny Twigg is ready for much more open dialogue with our investments in the year ahead.
Taking the brakes off Britain?
Last Updated: September 30, 2025
After months of keeping their feet firmly on the growth brake, Rathbone Income Fund Manager Alan Dobbie asks whether the government and central bank might simultaneously be nudging towards the accelerator.
MAGA? The US is already great
Last Updated: September 30, 2025
Sunny Florida is always going to look better than grey old London in late winter. Yet multi-asset equity analyst Emma Letheren saw a vibrancy there that’s truly foreign to Britain.
The silence is deafening
Last Updated: September 30, 2025
Sharp falls in US stocks seemed to quieten the President a little. Yet, with ‘Liberation Day’ approaching, multi-asset equity analyst Emma Letheren notes that companies’ ability to pass on higher costs is about to be tested.
Testing the waters: making a splash in more effective conservation
Last Updated: September 30, 2025
Water utilities face intense pressure to better conserve this limited resource. Sustainable investment analyst Neil Smith explains how innovative water testing kit helps them reuse water more safely.
Clowns and dragons
Last Updated: September 30, 2025
Fantastical blockbusters like House of the Dragon aren’t for our head of multi-asset investments David Coombs. For him, nothing beats a gritty realistic drama. Besides, you can’t dream up anything crazier than real life in the year 2025.