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Rathbone Multi-Asset Portfolios: 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”, and discusses how the multi-asset portfolios have behaved through the recent market volatility

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Rathbone Multi-Asset Portfolios update: An A for effort? Trump at the mid-terms

Last Updated: September 30, 2025

The US President has spent most of the year sending ill-advised tweets from the back of the classroom, but his boisterous optimism and background deregulation has pushed the US market to new highs. His politics may be questionable, but it’s businesses we focus on. Join assistant fund manager Will McIntosh-Whyte as he assesses the economic prospects as the mid-term elections approach, and runs through a report card of what has worked for the funds and what hasn’t.

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Chart of the week: A lag in our R&D spending

Last Updated: September 30, 2025

Productivity growth is falling around the world, but the slowdown is more acute in the UK. This deceleration could be lessened – and even reversed – by investment in research and development (R&D), which kick-starts new technologies and, ultimately, increases growth and productivity. However, the UK’s spending in this area is falling behind other developed economies at a time when we need to be leading the way.

  • Chart Of The Week
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How a widely used industrial metal takes the global economy’s pulse

Last Updated: September 30, 2025

Want to measure the pulse of the global economy? Ask Dr Copper, or so the adage goes. Copper is all around us. You need it to build a house, a car and a hairdryer. The red metal is even one of the most intensively used raw materials in the green energy revolution — more electrical motors, more battery packs (but fewer internal combustion engines) means more copper wiring. So demand for copper ebbs and flows with the ups and downs of the business cycle.