Rathbones’ Edward Smith, co-chief investment officer, and Jing Hu, senior asset allocation analyst, give an update on some of the key themes shaping the investment outlook including the banking sector, the outlook for inflation and interest rates as well as a review of China.
Article last updated 2 July 2025.
Arguably the best investor of all time has decided to retire at the end of the year. Meanwhile, UK interest rates are forecast to fall in a bid to prop up the economy.
6 mins
Markets are tumbling fast in response to US tariffs that will upend global trade. Perhaps more dangerous than the policy itself is just how silly it makes the administration look.
9 mins
US stocks held up well during a wild week of White House adjustments to its tariff policies. US government bonds and the dollar were less fortunate.
6 mins