Knowledge and Insight

Earnings ultimately drive stock returns, not geopolitics - and the quarterly earnings season has arrived.

How long-term investors can protect value and promote resilience in an interconnected world

US tariffs seems to be reshaping the world. In our lead article this quarter, we discuss how rising trade barriers signal a turning point in US policy, with significant consequences for global economic growth, inflation and investor positioning.

Fresh from her success on Dragon's Den, we are delighted to welcome Laura Harnett, founder of sustainable cleaning brand Seep, to the latest episode of Inspired Sounds hosted by Investment Manager, Elliot Evans. Tune in for behind-the-scenes insights into what it really takes to leave victorious from the BBC’s iconic business show, and hear Laura’s powerful take on why supporting female founders matters now more than ever.

As the property market cools, diversified portfolios of financial assets show their strength.

With tensions in the Middle East and shifting trade policies stirring global uncertainty, Edward Smith, Co-Chief Investment Officer, and other Rathbones experts explore what this could mean for investors in the second half of 2025.

Markets are braced for some big events on the tariffs, tax and spending fronts that have the capacity to shape economic outcomes well into the future.

Major equity indices hit bear market territory on twists and turns in US tariff policy, before responding to news of a partial climbdown. Meanwhile, the oil price rose and fell and the dollar weakened.

Greenbank and Rathbones are delighted to partner with 5x15 for The Earth Convention 2025, a three-part series offering insights into the urgent issues facing our changing world. The third session ‘Land and Soil’ will explore what can we learn from the distant past about the possible future for our land and soil.

We're mindful of geopolitical tensions. That includes the latest escalation of hostilities in the Middle East and the ticking tariff timebomb. But we see reasons to avoid over-reaction. That puts us broadly in the middle, in our appetite for risk.

Stay informed with our latest 10-minute investment update video, exploring the impact of recent geopolitical tensions, oil market dynamics, and global economic trends on your portfolio.

May wasn't short of market-moving news - much of it about tariffs. In response, investor sentiment on the US economy soured - and then sweetened (somewhat) again.