Knowledge and Insight

American threats to hit Europe with tariffs and abandon NATO have may have spurred the EU to loosen the purse strings and invest heavily in infrastructure and its own defence. Continental stocks are rising rapidly in anticipation of a sea change for Europe.

Seismic geopolitical changes are wrenching the post-war global order, straining the transatlantic partnership and upending supply chains. Investors are recalculating furiously, putting financial markets in flux as well.

The anticipation of Trump 2.0 has driven stock market excitement and household confidence in the months since his election. Now he’s in office, is the reality starting to subdue that optimism? 

Gold hit an all-time high last week, just in time for Valentine’s Day. But it’s not lovers who are doing all the buying.

Rathbones’ co chief investment officer, Edward Smith and director of fixed income, Shilen Shah discuss the key themes shaping the investment landscape in 2025.

Despite a whirlwind week of tit-for-tat on trade, borrowing costs have fallen back. Will this boon for investors, households and governments outlast the next inflation print?

The White House has issued a flurry of decrees in its first fortnight. While not unexpected, they’re already creating unease in markets and chaos in the government.

A Chinese start-up says it created an AI tool at a fraction of the cost that Western rivals paid. It shouldn’t be a fatal blow, but the development should trigger answers to lingering investor concerns on runaway chip buying.

Tune in to the latest episode of the Inspired Sounds podcast, where Rebecca Tunstall, investment manager at Rathbones sits down with Howard Davies, co-founder and director of Salcombe Gin. Blending two great loves; Salcombe and high-quality spirits, Howard embarked on his entrepreneurial journey by founding an award-winning gin distillery based in his hometown.

Howard shares the story behind building a luxury gin brand with a mission to become the world's #1. Discover how passion, integrity, and an unwavering commitment to quality drive his entrepreneurial success.

Government bond yields fell back on better-than-forecast inflation as Donald Trump’s first day in office neared. The big unknown for investors is which tariff policy – we’ve heard many versions – the new administration will land on.

None of us like to pay taxes. This article shares tips on how to ensure the tax man doesn’t become your biggest beneficiary.

Not many of us want to forgo our lifestyle, especially when we are younger, but making an effort to think ahead and invest more at an early age can have an amazing impact on our wealth as we get older.