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What to ask your investment manager in a review meeting
Last Updated: July 22, 2025
As the decision maker for the underlying client, it is important deputies and trustees are comfortable with and fully understand how the funds are being managed.
Bringing younger trustees on board
Last Updated: July 22, 2025
Kaveed Ali, Co-Chief Executive Officer at UK Community Foundations, talks to us about what charities can do to recruit younger, working-age trustees, and his own journey to becoming a trustee of Turn2Us.
Investment Update Video: What could turn this ship around?
Last Updated: July 22, 2025
October was a painful month for global equities, wiping out nearly all of the gains made in the year up until then. We think the seas will remain rough for investors over the next few months, but in his latest video update Rathbones’ Co-CIO Edward Smith asks ‘What could turn this ship around?’
Focus on quality, with an eye on bonds too
Last Updated: July 22, 2025
In his latest video update, Rathbones’ co-chief investment officer Ed Smith notes the need to focus on quality as equity gains widen out, while bonds look attractive as inflation slows.
Take Five To Stop Fraud
Last Updated: July 22, 2025
Take Five To Stop Fraud Week is part of the national campaign from Financial Fraud Action UK and the UK Government, backed by the banking industry coming together to tackle fraud.
Investment Report - China past its peak
Last Updated: July 22, 2025
Following China’s ‘great reopening’, growth is likely to accelerate this year. But we’re sceptical that it will be as successful as many are currently assuming. We expect the road ahead to be bumpy, the same sawtooth pattern that characterised other post-COVID re-openings. Longer term, this cyclical rebound is likely to give way to structurally slower growth.
Review of the week: The uncertainty principle
Last Updated: July 22, 2025
After years of upheaval, huge stimulus and changing habits from work to play, the paths of economic growth and inflation disappear into a fog as thick as a February morning. That’s why we’re still cautious about 2023.
Review of the week: Don’t tread on me
Last Updated: July 22, 2025
US jobs strength pushes back interest rate cut forecasts yet further. Meanwhile, higher rates and changing business needs keeps squeezing commercial property.
Investing over the next decade: what should charities expect?
Last Updated: July 22, 2025
We look ahead to some key economic expectations for the next ten years in a changing world, and ways in which charities investment strategies could be aligned accordingly.
Signs of weaker growth are less worrying than they first appear
Last Updated: July 22, 2025
A broader swathe of economic indicators — of the recent past, present and future — have fallen to indisputably weaker levels than at any time since the 2008 global financial crisis. That means we have more reasons than at any time over the past decade to be worried about the outlook for the US and global economies over the next 12 months.
Review of the week: More than full circle
Last Updated: July 22, 2025
New Chancellor Jeremy Hunt has reversed virtually everything announced in the Truss-Kwarteng mini-budget in a bid to stabilise markets after weeks of turmoil.
Recession signals not yet past sell-by date
Last Updated: July 22, 2025
It was about this time last year that we expressed the view that US and global recession were likely to start within the next 12 months. Yet no recession has arrived. In this video, our co-CIO Ed Smith explains why we haven’t changed our cautious outlook and positioning.