Events in the US continue to shape the global economy and financial markets, reinforcing the country’s outsized influence. Throughout this edition, we examine the domino effects of key developments across the Atlantic and explore their implications for investors everywhere.

Although returns over the past year have been at times hard won, and often made in defiance of a doom and gloom narrative about the state of the world, most investors can look back on some reasonable gains.

Fears may be overdone that UK bosses will move to higher-paid jobs across the Atlantic.

This recording explores whether elections have accelerated the trend for activist policy and what it means for our long-term investment outlook.

Can we start to anticipate a period of strengthening economic and market recovery following cuts to interest rates by central banks? Our experts share their insights.

With no clear view on which outcome markets would prefer, the battle for the white house is too close to call. Our experts discuss how we need to be prepared for a range of possibilities when making investment decisions.

The new Labour government will be setting out its agenda in more detail soon with its first Budget. There may be big changes coming that affect your finances, or it may be an opportunity for a much-needed reset to encourage investment and boost economic productivity.

Subsiding inflation has allowed interest rates to fall – but are bond markets factoring in too much?

The US presidential election is looking tight. What would a Democrat or Republican victory mean for markets?

The spending restraint pencilled in by the new Chancellor almost certainly won’t happen, and she may find ways within the rules to borrow more. But investors understand the “fiscal fiction” in the current plans and are likely to tolerate some deviation from them.

For the first time in 14 years a Labour Prime Minister sits in Number 10, in what is also a historic year for elections in general, with a combined population of more than four billion going to the polls.

Rathbones' co-chief investment officer, Edward Smith and head of asset allocation, Oliver Jones discuss the key themes shaping the investment outlook and some of the principles of long-term investing through the lens of UK equities.