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Review of the week: A different climate
Last Updated: September 30, 2025
The outcome of COP26 has left many people feeling blue about our fight to stop global warming. But that disappointment actually shows how much has changed in a few short years.
Review of the week: COVID season
Last Updated: September 30, 2025
It’s shaping up to be another winter tarnished by the virus. As if central bankers needed more complexity on top of huge government spending, upended supply chains and confused labour markets.
Review of the week: It’s all Greek now
Last Updated: September 30, 2025
A worrying new strain of COVID-19 has upended confidence in economic recovery, the path of interest rates and potentially the arrival of Father Christmas.
Review of the week: Still plenty of punch in the bowl
Last Updated: September 30, 2025
Market sentiment has been swinging wildly lately, but in this week’s review chief investment officer Julian Chillingworth explains why he thinks the supply of festive spirits won’t run dry.
Review of the week: Christmas at risk
Last Updated: September 30, 2025
Déjà vu in the UK. With COVID cases mounting once again and restrictions piling up, everyone is wondering whether Christmas will be cancelled once again.
(It’s not a) Christmas party
Last Updated: September 30, 2025
On this month’s episode, Will and Craig review and score David’s predictions for 2021 against how the year actually panned out. Decide for yourself whether they are too harsh on David’s crystal ball gazing. More importantly, the team discuss how their strategy has evolved in 2021 and ponder the latest shift in the ‘growth’ vs ‘value’ debate.
Review of the week: A strange and profitable year
Last Updated: September 30, 2025
Another COVID-blighted year has passed. Yet, for all the turmoil, 2021 was a great one for markets.
“UK offers game changers and world leaders, on a postcode discount”
Last Updated: September 30, 2025
Manager of the Rathbone UK Opportunities Fund, Alexandra Jackson, presents her thoughts to Proactive Investor’s Katie Pilbeam on the changing shape of the UK market and what this means for investors.
Review of the week: Just like the old days
Last Updated: September 30, 2025
With COVID cases starting to roll over – in the UK at least – and investors settling down for some old-fashioned Fed watching, everyone is hoping 2022 will be a bit more like pre-pandemic times.
Hike club
Last Updated: September 30, 2025
In the first episode of 2022 David, Will, and Craig try to bring some order to a rather tricky new year for global markets, discussing what risks and opportunities this presents. The team also explain why they aren’t reaching for the gold despite growing geopolitical risks, and why they are buying baser commodities instead.
Review of the week: Getting ahead of the Fed
Last Updated: September 30, 2025
Bond yields have been climbing almost as much as investors’ worry levels. Pausing to remind ourselves what central bankers are trying to achieve – and how stocks typically react – is helpful.
Review of the week: Tighter money
Last Updated: September 30, 2025
The years of loose money are coming to an end. That will cause some short-term upheaval in markets, but if economies remain strong stocks should soon bounce back.