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Keeping a level head late in the economic cycle
Last Updated: September 30, 2024
In his latest video update, Rathbones co-CIO Ed Smith warns against excessive expectations for US interest rate cuts – and against over-reacting to stock market volatility.
The rebirth of industrial policy and what it means for investors
Last Updated: October 17, 2024
This recording explores whether elections have accelerated the trend for activist policy and what it means for our long-term investment outlook.
Review of the week: Hazy data
Last Updated: March 12, 2024
Problems with UK labour surveys are making it hard to know the true rate of unemployment. Meanwhile, the Chancellor releases a tax-cutting Budget that leaves the next government with tough choices.
Review of the week: No rain, no rain
Last Updated: July 6, 2023
Economic data has been confusing for a while. Thankfully, there’s a central bank hiatus just big enough to slip Wimbledon into.
On the road to recovery
Last Updated: June 20, 2024
With recession risks fading around the world, the investment outlook is turning more positive.
Review of the week: Jobs bounce back
Last Updated: October 7, 2024
America’s fading jobs market reversed course last month, with a surge of new jobs created. What does this mean for the path of interest rates?
Review of the week: Sudden market jolt gives way to tentative calm
Last Updated: August 12, 2024
Markets started wild as recession fears rose, yet became more orderly as last week progressed. Will the calm remain?
Responsible investment report 2020
Last Updated: July 4, 2025
At Rathbones, we see it as our responsibility to invest for everyone’s tomorrow, and our responsible investment committee is at the heart of this purpose, taking the lead in carrying our strong heritage of seeking to think, act and invest responsibly into the future. Its 2020 Responsible Investment report provides a detailed overview of our ownership activities.
Investment Insights webinar - Q1 2023
Last Updated: July 21, 2025
Hear from our co-chief investment officer, Edward Smith and head of client development, Ian Dembinski in our quarterly Investment Insights webinar which highlights some of the key themes that are set to shape the investment landscape in 2023.
An aging recovery marches on
Last Updated: November 4, 2024
Will China roar back from its slump? How can we protect your investments from rising geopolitical conflict, and will the US election make it worse? And how are UK markets reacting to big tax, spending and borrowing increases?
Investment Update: Correction is painful, but we believe it will be short lived
Last Updated: January 20, 2023
It’s been a difficult start to the new year for investors, with the global equity benchmark falling into so-called ‘correction’ territory. We can't say for sure when the pain will end, but for the reasons set out in this update, we are confident the correction will be short-lived.
How Rathbones is playing its part in the journey to net zero
Last Updated: June 19, 2024
Helen Wilson, responsible business lead for Rathbones Group, outlines our strategy for delivering on our commitment to achieve zero carbon emissions by 2050 and minimising climate-related risk in our investment portfolios.