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Review of the week: The price of milk
Last Updated: January 20, 2023
Inflation continues to eat away at shoppers’ spending power, both in the UK and abroad. Meanwhile, how do currency fluctuations affect investment returns?
Quarterly Investment Update video Q4 2023
Last Updated: October 2, 2023
In hindsight we underestimated the resilience of the global economy in 2023 and could have advocated taking more risk. But as Rathbones’ Co-CIO Ed Smith explains in this video, global earnings have been falling since January and equity markets have been largely driven by sentiment.
Quarterly Investment Update Q3 2024: Broad earnings improvement brings good news
Last Updated: June 28, 2024
A widely expected change of government may bolster UK sentiment, while the US election is on a knife’s edge.
Review of the week: Blowing a gale
Last Updated: February 13, 2023
Markets were fanned higher by US monetary policy before getting driven backwards by contradictory economic winds. Uncertainty still reigns supreme.
Investment Update: Russia/Ukraine: Time to Worry?
Last Updated: July 4, 2025
Most geopolitical crises of recent years have hit local markets hard, but at worst done only fleeting damage to global indices. However, there are three events that buck this trend: the 1973 Yom Kippur War/OPEC oil embargo; the 1979 Iranian Revolution; and the 1990 Iraqi invasion of Kuwait. All centre on the price of energy. A similar oil and gas shock in Eastern Europe as a result of fighting in Ukraine would exacerbate the already sizeable risk that high inflation becomes endemic, which would then require tighter monetary policy to get it under control.
Review of the week: No, Prime Minister
Last Updated: January 20, 2023
It’s bye bye for Boris after one scandal too many, yet it shouldn’t affect UK markets much if at all. Meanwhile, the Bank of England is making sure British banks are as safe as houses.
Do we need to worry about inflation, the thief in the night?
Last Updated: September 5, 2023
Over the longer term, it can have significant effects on the purchasing power of a portfolio. This is particularly pertinent for personal injury and Court of Protection (PI/COP) clients who usually have an irreplaceable pot of money which needs to support them for life.
Rathbones targets modern slavery for third year with biggest collaborative engagement yet
Last Updated: June 19, 2024
Rathbones has launched its third Votes Against Slavery engagement, securing support from 122 investors with assets under management totalling £9.6 trillion.
Monthly digest: testing the limits
Last Updated: June 12, 2025
April gave investors a rollercoaster ride but the US stock market ended only modestly down and bonds regained their safe-haven status.
Quarterly Investment Update video: Staying defensive as risks continue to build
Last Updated: January 20, 2023
Rathbones’ co-chief investment officer Ed Smith explains why we can see a path to better returns, but there are substantial dangers to be guarded against.
The Magnificent Seven
Last Updated: July 4, 2025
“Dashing superheroes rescue distressed equity investors from the perils of rising interest rates” could be the headline for last year’s lopsided stock market action. Dubbed the Magnificent Seven, a small group of companies — comprising Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla —contributed more than half of the gain in the S&P 500 in 2023.
Big gains for big stocks obscure some hidden gems
Last Updated: May 14, 2024
We’ve been exploring the investment opportunities among oft-overlooked small and mid-sized companies.