Last Updated: September 30, 2025

The car crash that is Brexit and the accident waiting to happen – Europe. More positively David will cover areas where he feels more confident such as health, e-commerce and entertainment.

Last Updated: September 30, 2025

Performance review of the fund during 2018. Discussing the strategy and positioning; looking ahead and considering where opportunities for long term performance may be found in the current landscape.

Last Updated: September 30, 2025

Policy tightening is meeting slower economic growth, a trade war and widespread displeasure with ineffective political solutions. The good news is that investors, sensitive to the complacency that defined the pre-Lehman years, may have overly discounted the slowdown....assuming it will be as toxic as the 2008 crisis.

Last Updated: September 30, 2025

What is the outlook for markets in 2019, is there a chance that the US will enter recession and how quickly will the Chinese economy slow?

Last Updated: September 30, 2025

Markets, even the UK, have climbed the wall of worry and rallied hard so far in 2019. With the Rathbone UK Opportunities Fund up over 14% year to date (to 23.04.19), we ask manager Alexandra Jackson where to from here.

Last Updated: September 30, 2025

At his penultimate meeting, outgoing President of the European Central Bank (ECB) Mario Draghi announced a series of measures to ease monetary policy in the listless region. The bank cut deposit rates by 10 basis points to -0.50% and will restart quantitative easing (QE) on 1 November. At just €20 billion (£17.7bn) per month it’s peanuts compared to historic QE – since 2015 the ECB’s bond purchases have totalled €2.65 trillion – but crucially the new programme has no set end date. Until inflation gets back to 2% and stays there, QE and zero rates are here to stay.

Last Updated: September 30, 2025

Register for the latest Rathbones Asset Management webinars, where the Fund Managers provide their latest views on markets and discuss fund performance. You can also browse our back catalogue for past webinars on demand. Sign up and watch below.

Last Updated: September 30, 2025

Just like other life-transforming technologies of the past, today’s tech giants are reaching maturity — that inevitable transformation from fresh young face of innovation to overgrown, mistrusted hulk. Their share prices fell amid reports that US antitrust bodies would be taking a closer look at their competitive practices for possible violations. We don’t think a bust-up is imminent but further volatility is likely for the big US tech firms in the near term.

• Chart Of The Week

Last Updated: September 30, 2025

Put crudely, the job of an active investor is to buy low and sell high. Identifying companies and markets that are ‘cheap’ (attractive) and ‘expensive’ (to be avoided) is commonly done using PE ratios, the price divided by the underlying annual earnings for that company or market. But in all but a few specific situations, when it comes to choosing one investment over another, it’s often more hindrance than help, especially over shorter time periods.

• Chart Of The Week

Last Updated: September 30, 2025

When the pace of economic growth begins to slow and the outlook becomes more gloomy, it makes sense for investors to start shifting their equity investments away from cyclical sectors and towards defensive ones, even if you don’t think a recession is necessarily likely to ensue.

• Investment Insights

Last Updated: September 30, 2025

Each dot in this chart shows the return of UK defensive sectors during each of the past three economic recessions (above zero on the vertical axis is an outperformance versus the overall market, and the further to the right on the horizontal axis the more expensive). Read more on why we think now is a good time to move in to less economically sensitive sectors in ‘A solid defence’, one of the articles in our latest InvestmentInsights.

• Chart Of The Week

Last Updated: September 30, 2025

Please Mr Trump, don't mention the war. The global economy is sinking into a slowdown, but is this the beginning of the end? It’s too early to tell.

• Markets
• Global Economy
• Economics