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Rathbone Multi-Asset Portfolios update : A close shave with Occam's razor
Last Updated: September 30, 2025
The simplest solution tends to be the most likely answer. Following early October’s tumble, many different theories for the equity market fall have been thrown around. Join assistant fund manager Will McIntosh-Whyte as he argues you can follow a logical path back to a hefty jump in US Treasury yields stemming from the Federal Reserve’s declaration that interest rates are “a long way from neutral”.
Conference season
Last Updated: September 30, 2025
Theresa May’s Chequers plan got a shredding in Salzburg, with EU leaders taking turns to dismiss each part in turn.
Rathbone Global Sustainability Fund - an introduction
Last Updated: September 30, 2025
In this short video, Fund Manager, David Harrison introduces the fund and outlines the benefits of sustainable investing. The video also features expert insight from Rathbone Greenbank's Ethical Research team.
Political spaghetti
Last Updated: September 30, 2025
It’s low-heat rebellion time at the Conservative Party Conference. Prime Minister Theresa May is getting attacked from both sides in Birmingham. Former Cabinet minister Boris Johnson and the moderately popular pastor of the political wilderness Jacob Rees-Mogg have both lambasted Mrs May’s Brexit negotiations and strategy. Remainers in her party are angling for a second referendum, with another former Cabinet minister, Dominic Grieve, warning that a “significant number” of backbenchers now support the idea. He even suggested a cross-party bloc could force the issue.
Hold onto your yields
Last Updated: September 30, 2025
US Treasury yields soared last Wednesday in a truly astonishing 12-basis-point one-day jump. The move was triggered by ADP employment figures that smashed expectations and was given extra fuel by US Federal Reserve Chair Jay Powell saying rates were still a way off “neutral”.
How much is your cash worth?
Last Updated: September 30, 2025
For answers about the global stock market dip of the past couple of weeks, we think you need to look at the bond market. That, mixed with some jumpy robots, is most likely the cause, we believe.
Novelty value
Last Updated: September 30, 2025
The basic model for charting the adoption of new technologies was first used to track farmers’ purchases of hybrid seed corn. Today novel ideas might rise, fall and die in considerably less time than it takes to cultivate a single harvest. Just how fast has the innovation cycle become?
A new era for the Royal Academy
Last Updated: September 30, 2025
The Royal Academy of Arts, the world’s foremost artist and architect-led institution, celebrates two-and-a-half centuries this year, with the unveiling of new exhibition space that will allow it to show more art than ever before.
Horatio’s Garden
Last Updated: September 30, 2025
Horatio’s Garden is a national charity that creates and cares for beautiful, accessible and therapeutic gardens at NHS spinal injury centres. Rathbones is proud to help sponsor these inspiring projects, which grew out of the vision of one remarkable teenager.
A brand new world podcast
Last Updated: September 30, 2025
How are established brands responding to the needs of millennials?
Powell's tough love?
Last Updated: September 30, 2025
A broad range of US companies reined in estimates of 2019 growth last week, most notably Amazon. Last week, we noted that any corporate concerns about next month’s profit and revenue growth would weigh heavily on stock markets and we were correct. The S&P 500 slumped 3.9% in dollar terms, putting it 9.3% down from its peak in September. Other markets followed the American bourse downward, although the UK held up better with a cheaper pound lending some support amid Brexit worries.
Getting what you want
Last Updated: September 30, 2025
Life is in the living, not the grave; joy is in hope, not receipt. Nothing is ever as fulfilling as we can imagine. And so it is with the stock markets that, at bottom, are a barometer of people’s moods.