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Out of touch
Last Updated: September 30, 2025
UK policymakers are engineering a big squeeze on UK households this year, warns head of multi-asset investments David Coombs. Globally driven inflation should pass on its own, tightening policy risks making it worse.
Platforms are back, but not stagflation
Last Updated: September 30, 2025
In the midst of an unfolding humanitarian crisis, our thoughts are first and foremost with the people of Ukraine. But with an eye to our duty to our clients, we explain our views on the impact of the war and other big uncertainties investors are facing.
Notes on a nervous planet
Last Updated: September 30, 2025
Can our overburdened planet keep supporting all the people on it? Bryn Jones, lead manager of our Ethical Bond Fund, thinks the swelling number of people on earth raises the prospect of big shortages of basic necessities. He explains how this impacts his team’s decisions and offers some hope that bond investors can help make a difference.
A significant milestone and a turning point?
Last Updated: September 30, 2025
As the UK gears up for its first-ever Platinum Jubilee, the Rathbone Ethical Bond Fund is celebrating its own historic milestone. Fund Manager Bryn Jones looks at what might lie ahead as bond markets move into a new cycle and the transition towards a greener, more circular economy gains still more momentum.
Silver linings in the cloud?
Last Updated: September 30, 2025
Structural, long-term investment themes are particularly important at the moment as investors worry about the short-term outlook for many businesses. Equity analyst Ben Derber argues that cloud computing should enjoy a decade-long spending boom as enterprises seek to harness the benefits of this powerful new technology.
Peak inflation?
Last Updated: September 30, 2025
As our head of multi-asset investments David Coombs balks at the cost of a couple of cups of coffee, he explains why he thinks inflation may be getting close to peaking.
Snubscriptions
Last Updated: September 30, 2025
With inflation running hot, senior multi-asset investment specialist Craig Brown takes stock of his forgotten subscriptions.
The Abominable Bond Men
Last Updated: September 30, 2025
The UK government has shattered against a new generation of bond vigilantes. Halloween came early this year, notes multi-asset fund manager Will McIntosh-Whyte.
2023: The year ahead. Maybe?
Last Updated: September 30, 2025
After a pretty questionable effort at predicting 2022, our head of multi-asset investments, David Coombs, dusts himself off and leaps into 2023.
Lessons from a tough 2022
Last Updated: September 30, 2025
Last year was bruising for most investors, but particularly so for UK mid and small-cap specialists like me. The idiosyncrasies of businesses – the stock-in-trade of small and mid-sized company investments – were cast to the wind in favour of one great concern: monetary policy.
Second-guessing
Last Updated: September 30, 2025
Inflation fears roiled markets in early February after a record stretch of stock market calm. Our chief investment officer, Julian Chillingworth, looks ahead.
Volatility revisited
Last Updated: September 30, 2025
After a rocky start markets have since settled, but possibly not for long. Our chief investment officer, Julian Chillingworth, looks ahead.