Last Updated: September 30, 2025

Rathbones’ Ed Smith: ‘Small giveaway budget offset by grave deterioration in the outlook for UK growth and the government’s tax receipts shouldn’t move the dial for investors.’

Last Updated: September 30, 2025

Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, has launched a personal inflation calculator, designed to provide clients with a way of calculating how their wealth is effected by inflation. 

Last Updated: September 30, 2025

Rathbone Unit Trust Management Ltd (Rathbones) announces its intention to launch the Rathbone Global Sustainability Fund in July 2018, subject to FCA regulatory approval.

Last Updated: September 30, 2025

As of late January, the MSCI World Index, hadn’t suffered a daily setback greater than 1.5% since September 2016 – a run unprecedented since 2006. After a tumultuous February and March, much of that complacency has been washed away. At the time of writing, most developed world equity markets have fallen about 10% from their peaks.

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.

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.

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.

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.

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.

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.

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).

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.