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The vibes are bad for the UK economy, yet its stock market is smoking
Last Updated: October 10, 2025
It’s been one miserable tiding after another for the UK this year. Yet Rathbone UK Opportunities Fund manager Alexandra Jackson notes the FTSE All-Share has shrugged off the malaise to post one of its best starts to the year in three decades.
Review of the week: The cycle of hope
Last Updated: October 10, 2025
When you really want some thing to happen, it’s hard to be objective about it. You focus on the reasons why it will happen and explain away any suggestion that it won’t. Investors have been guilty of this while dreaming ceaselessly of American interest rate cuts over the past year or more.
The UK faces tough choices – it needs to act
Last Updated: October 10, 2025
As the UK summer slowly rolls towards autumn, the government’s second Budget approaches. Head of Multi-Asset Investments David Coombs is getting concerned that Labour isn’t bold enough to deal with pressing problems.
Hydrogen’s role in the shift to a net-zero economy
Last Updated: October 10, 2025
Hydrogen is all around us. It is the most abundant element in the universe — and it is therefore fitting, perhaps, that the hype around its potential to be a panacea in the transition to a world of net-zero carbon emissions has been difficult to escape.
Review of the week: Is Europe at Sea?
Last Updated: October 10, 2025
Seismic geopolitical changes are wrenching the post-war global order, straining the transatlantic partnership and upending supply chains. Investors are recalculating furiously, putting financial markets in flux as well.
In flux
Last Updated: October 10, 2025
"You can feel it — or at least, I can. Going out seems more of a chore, except for the exercise regimen that is, everybody seems to be on that train. But having dinner with friends, going for a pint (gluten-free in my case), returning to the office? These concepts feel alien even when you do manage to overcome the threshold of your home and give them a go.
Multi-Asset Masterclass | October 2025
Last Updated: October 10, 2025
Challenged by AI innovation, rising debt, and market concentration, multi-asset funds are evolving. Will McIntosh-Whyte and a panel of specialists, discuss how they build diverse portfolios, dynamically allocate assets, and manage currency risks for UK clients.
Investment Update: The Non-Patriotic Case for UK Equities
Last Updated: October 10, 2025
Long gone are the days when UK equities made up the majority of the average UK wealth management portfolio. We see that as a good thing in general, given our firm belief that a global mindset is important for delivering superior risk-adjusted returns. Still, the cavernous gap between the valuation of UK companies and their peers overseas is worth investigating.
Is income-only or total return investment best for your charity?
Last Updated: October 10, 2025
When did you last review your investment mandate? Are you taking unappreciated risks in following an income-only approach? Andy Pitt, Head of charities at Rathbones, assesses what to consider when answering these questions.
Opposing forces: Sometimes financial markets send out conflicting signals
Last Updated: October 13, 2025
Global markets flash mixed signals as equities hit record highs while bond yields climb, raising questions about AI-driven growth, debt risks and political uncertainty.
Don’t bet the house: The golden age of property investment is over
Last Updated: October 13, 2025
Rising rates, tax changes and slowing wage growth are cooling the UK’s once-booming property market, with equities now outpacing housing returns.
Investment Insights 2024 UK election special: Labour’s climate policy has implications for investors
Last Updated: October 10, 2025
It seemed, at times, that Labour’s Green Prosperity Plan— a pledge to invest £28 billion a year into greening the economy— was destined for death by a thousand cuts. In the end it limped, wounded, into the manifesto. But the taming of Labour’s initial ambition has prompted questions about the party’s devotion to the climate cause.