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Review of the week: Rolling Returns
Last Updated: July 22, 2025
A Santa rally is in full swing for stocks and bonds, capping off a year of large swells for investors. While returns flow, climate policy is ebbing at COP28 in Dubai.
Quarterly Investment Update: Steady on, with a weather eye on the horizon
Last Updated: July 22, 2025
Still no clear sign of recession in the months ahead, but no catalyst for fears to subside yet either.
Retrofit for the future
Last Updated: July 22, 2025
We take a look at the crucial role retrofitting needs to play in making buildings more sustainable, the challenges faced and the potential for investment opportunities in this area.
Investment Insights Q3 2023: A new gold rush
Last Updated: July 22, 2025
Markets and economic data have been sending conflicting signals. Technology shares are being snapped up as new AI applications like Chat GPT burst onto the scene. But most of the rest of the global equity markets remain in the doldrums, and government bonds have had a drubbing. But there are plenty of reasons to be cheerful as we look to relax and enjoy the rest of the summer.
Review of the week: Is the door opening to US rate cuts?
Last Updated: July 24, 2025
Political violence in the US is overshadowing last week’s big moves in the biggest US stocks, and widespread gains for smaller stocks too.
Review of the week: Now what, Prime Minister?
Last Updated: July 22, 2025
After a lengthy political vacuum over the summer, incoming prime minister Liz Truss must move fast to get to grips with a daunting set of challenges. An energy price cap (costing billions) seems inevitable.
Regional differences open up as markets continue to march higher
Last Updated: July 22, 2025
In his latest video update, Rathbones co-CIO Ed Smith discusses the continued, but lately slowing and more meandering, upward march in markets.
US Election - Fed Independence
Last Updated: July 22, 2025
US Election - Fed Independence
Investment update: an election to snap the uk out of its funk?
Last Updated: July 24, 2025
With Prime Minister Rishi Sunak having announced a general election for Thursday 4 July, the Conservative Party has a mountain to climb to avoid a heavy defeat. Labour has a large lead in the polls (around 20 percentage points) that has been sustained for more than a year and a half. The polls can of course be wrong, or shift – but usually only by so much. It would take a historic swing in such a short time to make a big difference to the outcome.
Planet Papers 2: Changing the planet
Last Updated: July 22, 2025
Back to Planet Papers hub Rathbones’ stewardship director Matt Crossman explains why he firmly believes we can make the world a better place through our investments, and how best to do it.
Review of the week: Imaginings and disappointments
Last Updated: July 22, 2025
Central banks are doggedly raising interest rates. Investors hopeful for a change of tack may continue to be disappointed for a while yet.
Review of the week: 'Tis the season for a rate cut
Last Updated: July 24, 2025
As 2024 winds down and Wall Street is lit up like a Christmas tree, there’s still plenty to keep us on our toes. Will central banks bring glad tidings?