Knowledge and Insight

The government is poised to cut public spending. Will its Spring Forecast also tinker with taxes and borrowing? If so, UK government bonds could bear the brunt.

After a good start to the year, an onslaught of policy announcements from the White House has since sent US equities into retreat. But falls of this magnitude are a normal part of investing, and the importance of politicians shouldn’t be overrated.

Watch Ed's video update below.

American stocks have taken a jolt downward, rattled by an escalating trade war and an unpredictable President. It’s not a time to panic. 

Will economic reality drag the UK government into changing its Budget only six months after delivering it? Here’s a quick summary of what’s looming over the Spring Forecast on 26 March.

While the Chancellor was adamant that she wouldn’t tinker with her Budget every six months, economic and political reality may force her hand. If so, what could be the repercussions for you and your finances?

Rathbones and Greenbank 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 first session ‘Energy and Finance’ will reflect on the future of energy.

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?