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Rathbones appoints to Rathbone UK Opportunities Fund
Last Updated: September 30, 2025
Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, has appointed James Workman to the Rathbone UK Opportunities Fund as an equity analyst, supporting fund manager, Alexandra Jackson.
Rathbones’ Ed Smith on the latest CPI figures
Last Updated: September 30, 2025
While the Governor of the Bank of England gets off on a technicality this time – 3.0008% doesn’t count as breaching 3%! - we believe that peak inflation is close. Indeed, our analysis suggests domestically generated inflation may have peaked as early as the first quarter of this year.
New research paper from Rathbones seeks to demystify inflation
Last Updated: September 30, 2025
We all experience inflation and its consequences every day. Everyone buys goods and services; most of us earn either a wage or an income from our savings and investments; everyone ages; everyone lives in a globalised world, a world changing through technology and innovation. Yet understanding how all of these facets interact and the effect that they have on the prices we pay is not easy. Thankfully, since the high inflation of the ‘70’s and ‘80’s, inflation has become a slow-moving, stable trend.
Rathbones: initial reaction to interest rate rise
Last Updated: September 30, 2025
The Bank of England has increased policy rates to 0.5%, a decision that was 90% priced in to the interest rates futures market and should come as no surprise. Investors in the FTSE 100 should remember that company earnings are more responsive to changes in global financial conditions and the sterling exchange than UK base rates per se.
Rathbone Recovery Fund to be renamed Rathbone UK Opportunities Fund
Last Updated: September 30, 2025
Fund’s AMC lowered to 0.45% for limited period Rathbone Unit Trust Management Ltd (Rathbones) confirms that the Rathbone Recovery Fund (the fund) is to be renamed the Rathbone UK Opportunities Fund.
Rathbones: “Is today’s India yesterday’s China?”
Last Updated: September 30, 2025
Tomorrow marks 70 years since India declared independence from the British Empire, but today the country is facing another struggle as diplomatic relations between India and China deteriorate over a border dispute in the ‘Sikkim trijunction’, where India, Bhutan and Tibet meet.
Proposed merger of the Rathbone Blue Chip Income and Growth Fund into the Rathbone Income Fund
Last Updated: September 30, 2025
The purpose of this letter is to inform you of a proposed merger (the Merger) by which the net assets of the Rathbone Blue Chip Income and Growth Fund (the Blue Chip Fund) will be transferred into the Rathbone Income Fund (the Income Fund).
European markets have shrugged off Italy’s latest political drama
Last Updated: September 30, 2025
Many of Europe’s leading stock market indices, including Germany’s DAX, have underperformed other global regions over the past six months. Even before Italy’s recent political crisis, the macro signals had waned. The growth rates of industrial production and new factory orders have declined, conditions in the retail sector have weakened, and the demand from businesses for new loans has fallen.
Plenty of road ahead
Last Updated: September 30, 2025
Never mind the gloom, the US economy is booming right now. Fresh from a jam-packed trip across the Atlantic, our head of multi-asset investments David Coombs thinks the country’s infrastructure is a bit of a throw-back, but there’s a definite buzz in the air.
Liquid assets
Last Updated: September 30, 2025
It seems incredible that a modern metropolis could run out of water, yet this is the threat that major cities in developed and developing nations all around the world are facing. With the balance between demand and supply becoming increasingly fragile, we examine the challenges and implications.
Parenting in a digital age
Last Updated: September 30, 2025
There is mounting evidence of the risks facing young people who spend an ever-increasing part of their lives online. The school curriculum has been updated to include guidance on acting safely online, and the government is reviewing ways to control how much time children spend on social media platforms. But what can parents do to reduce the dangers of a digital world? Two experts offer their insights and advice.
Here we go again
Last Updated: September 30, 2025
European politics is back to its old tricks. Just when you thought the Continent was settling down, two governments started disintegrating over a weekend. A recent market mantra has been the muted effect of politics on asset prices. That always seemed a bit of a stretch, considering the movements in currency markets and the bull-run of US equities set off by a change in US taxes. It could be said that the steady rise in US Treasury yields were driven in large part by this change in the US political environment. Now ructions in Europe have put the “end of politics” claim to bed.