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Investment report – Peace of mind in a dangerous world
Last Updated: July 22, 2025
Recent events have shown us that the destruction of human life from geopolitical events can sometimes render their impact on financial markets trivial in comparison. But we have a responsibility to consider the investment implications, prepare for and monitor them.
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Last Updated: September 30, 2025
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Building the UK’s future?
Last Updated: September 30, 2025
A home of one’s own seems like just a dream for an increasing number of property-obsessed Brits. Rathbone Income Fund co-manager Alan Dobbie considers whether a growing political consensus could help increase the supply of homes, bringing this dream to fruition for many – and more sustainable returns for homebuilders.
Mending fences
Last Updated: September 30, 2025
With his chickens scattered and fence repairs added to the list of weekend activities, Multi Asset fund manager Will McIntosh-Whyte ponders whether previously traumatised investors in Japan’s stock market will finally feel safe returning to the coop.
Power to the people
Last Updated: September 30, 2025
We are smack bang in the middle of a herculean effort to shift our world from one that runs on carbon to one driven by cleaner energy. A lot of attention and investment is going into generating more clean power, yet we think it’s just as important to reduce our energy needs and improve the infrastructure required to handle that low-carbon future.
Locking in bond income for longer
Last Updated: September 30, 2025
Bond fund manager Stuart Chilvers explains why lower interest rates won’t sap corporate bonds’ juicy income yields straightaway.
Stopping the Exodus to Uncle Sam
Last Updated: September 30, 2025
When I was about 14, I made my first visit to the US, a holiday on the West Coast that took in Disneyland in LA. Having spent my childhood visiting Barry Island’s and Porthcawl’s fun fairs, I was blown away by the bigger, shinier, cleaner but much more expensive US equivalent. Driving the dodgems to the soundtrack of the Bay City Rollers was never the same again.
Challenger comebacks
Last Updated: September 30, 2025
Rathbone UK Opportunities Fund equity analyst Robbie Carr marvels at the speed of an FA Cup comeback. It makes him wonder if UK small and mid-sized companies could soon post a rapid recovery of their own.
Are govvies as exciting as murder in the Mediterranean?
Last Updated: September 30, 2025
Government bonds have given investors whiplash as their yields bounce around the place like a psychopath in 1950s Italy. Yet multi-asset portfolios fund manager David Coombs explains why he’s holding on tight.
Can sustainable bonds offer shelter from the storm?
Last Updated: September 30, 2025
Last week’s UK inflation numbers represent yet another bump in the sometimes painfully twisty route to lower interest rates. The Bank of England (BoE) had predicted that the latest UK consumer price inflation data would show it falling sharply from 3.2% to 2.1% – within striking distance of the bank’s inflation target.
AI: just what the doctor ordered
Last Updated: September 30, 2025
Since joining our Multi-Asset Team earlier this year as a fixed income analyst, Sally Hoang has really enjoyed the cross-asset lens that’s used when analysing investments. Combined with her background as a pharmacist, it helps her understand the potential for AI in healthcare.
Can less be more?
Last Updated: September 30, 2025
Rathbone Income Fund Manager Carl Stick argues that relentlessly busy bees aren’t always as productive as they seem. Might the answer be to do fewer things better?