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Review of the week: Skulduggery in the Strait
Last Updated: September 30, 2025
Iran and the UK clash in the Gulf, squeezing the supply of oil worldwide. Chief investment officer Julian Chillingworth notes that fading global growth should keep the crude price from spiking.
Shedding light on Brexit ‘unknowns’ part III
Last Updated: September 30, 2025
Meet the new boss; same challenges as the old boss
Review of the week: Here comes the Fed
Last Updated: September 30, 2025
As the US central bank prepares to make its first interest rate reduction since 2008, many investors see the move as the end of an era. Our chief investment officer, Julian Chillingworth, thinks the impending death of the economic cycle may be greatly exaggerated.
Review of the week: How to cut rates and influence people
Last Updated: September 30, 2025
US President Donald Trump keeps rattling trade markets and keeping investors antsy. Our chief investment officer Julian Chillingworth asks, is he using the markets to pressure the US Federal Reserve to cut interest rates?
Review of the week: So much for summer
Last Updated: September 30, 2025
The UK went backwards in the second quarter as businesses trod water ahead of the Brexit deadline. Our chief investment officer, Julian Chillingworth, ponders what it means for interest rates.
The weight of a pound
Last Updated: September 30, 2025
A ghoulish Brexit is weighing on sterling and Donald Trump trade war with China is weighing on the Federal Reserve. Chief investment officer Julian Chillingworth looks at the effects of both.
Spend it with care
Last Updated: September 30, 2025
Fast isn’t always good. The rise of ‘fast fashion’ may have brought short-term happiness to some, but its long-term impacts are potentially devastating.
The six principles
Last Updated: September 30, 2025
Then-UN secretary general Kofi Annan convened a group of the world’s largest institutional investors in early 2005, inviting them to start a process to develop the Principles of Responsible Investment. This panel drafted The Six Principles, which were launched in April 2006 at the New York Stock Exchange.
Review of the week: Big trouble in the desert
Last Updated: September 30, 2025
A small-time war at the southern tip of the Middle East has spilled over into one of the world’s most important oil producers. Our chief investment officer Julian Chillingworth explains how it flared up and where the flames might be headed.
Review of the week: Breaking point
Last Updated: September 30, 2025
The Supreme Court is set to rule on Boris Johnson’s parliamentary chicanery, but what difference does it make anyhow? Chief investment officer Julian Chillingworth despairs at a seemingly interminable impasse.
Signs of weaker growth are less worrying than they first appear
Last Updated: September 30, 2025
A broader swathe of economic indicators — of the recent past, present and future — have fallen to indisputably weaker levels than at any time since the 2008 global financial crisis. That means we have more reasons than at any time over the past decade to be worried about the outlook for the US and global economies over the next 12 months.
Staying safe in a crowded harbour
Last Updated: September 30, 2025
Bond markets should be an investor’s safe haven, but in today’s world things aren’t as simple as they used to be. Rathbone High Quality Bond Fund manager Noelle Cazalis explains how she tries to play it safe.