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Reality bites
Last Updated: September 30, 2025
The beautiful thing about the World Cup is how it reminds you that we are all of us alike.
Brexit means fudge
Last Updated: September 30, 2025
Brexiteer-in-chief David Davis has resigned in protest of the soft Brexit strategy revealed by the Prime Minister at the weekend.
Chequers
Last Updated: September 30, 2025
There’s nothing like an off-site to get everyone back on the same page. The warring UK Cabinet is meeting this Friday at the Prime Minister’s country house, Chequers, in the Chiltern Hills. Theresa May’s top ministers have been at loggerheads since her election – we all know how divisive Brexit can be. However, things have got a bit out of hand over the past few weeks. Cabinet members have gone increasingly rogue without censure, exposing just how fragile the Prime Minister is.
Getting serious
Last Updated: September 30, 2025
For months the US and China have been trading angry words about tariffs, but for the most part the spat has seemed simply that: words and unlikely to come to anything lasting.
Crunch time
Last Updated: September 30, 2025
A slew of important Brexit votes on Tuesday and Wednesday will be a litmus test for Theresa May’s leadership.
Rathbones to launch range of Luxembourg-domiciled funds
Last Updated: September 30, 2025
Rathbone Unit Trust Management (Rathbones) confirms its intention to launch four offshore funds, offering Europe-based investors access to its UK funds for the first time.
Could investors face a triple-whammy this week from central banks?
Last Updated: September 30, 2025
This week will be dominated by three major central bank meetings, and investors asking if the US Federal Reserve will hike rates, if the ECB will end QE and if there will be any action at all from the Bank of Japan?
Can you protect a portfolio against a global trade war?
Last Updated: September 30, 2025
We think it’s prudent to discuss the possible escalation of a global trade war and any impact it might have on our portfolio. Recent volatile market movements highlighted just how sensitive the market has become to protectionist rhetoric, certainly in the short term.
Rathbones’ Smith: comments on the Spring Statement
Last Updated: September 30, 2025
“Chancellor Phillip Hammond was very clear when he reformed the system, the Spring Statement will not be ‘a major fiscal event’ – no other western economy announces tax and spending changes twice a year and the UK needed to stop too. He lived up to that promise today: the first ever Spring Statement was a short update on policy already in train and a response to the Office for Budget Responsibility's new forecasts (which were pretty much unchanged over the forecast horizon). Remember, the OBR's forecasts are grim.
Rathbones: ‘China, not India, will dominate Asian growth for at least another 20 years
Last Updated: September 30, 2025
Ed Smith says: “While India may be the ‘new China’ for some investors, given it is where China was in terms of growth at the start of the new millennium, China is to remain the largest Asian growth engine over the next 20 years, and should continue to command investors’ attention.
Rathbones’ Coombs: “Why we are backing our strategy during market falls”
Last Updated: September 30, 2025
The correction we are seeing is due to strong US growth and concerns about a pick-up in wage inflation, fuelling the prospect of interest rates rising faster than forecast.
2018 outlook from Rathbones' Coombs & McIntosh-Whyte: "When growth is scarce, target growth."
Last Updated: September 30, 2025
David Coombs, manager of the Rathbone Multi-Asset Portfolio Funds, and assistant manager Will McIntosh-Whyte, share their seven key investment themes for 2018.