Knowledge and Insight - Investment insights hub

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.

A widely expected change of government may bolster UK sentiment, while the US election is on a knife’s edge.

There are plenty of promising companies under the radar aside from the most celebrated names – on both sides of the Atlantic.

We’ve been exploring the investment opportunities among oft-overlooked small and mid-sized companies.

The global economy may be finding its feet again

India's prospects for economic growth look good - but we think its promise is already priced into its stock market.

We need to guard against AI risks

Rathbones’ head of equities Sanjiv Tumkur and head of asset allocation Oliver Jones discuss the outlook for global growth. Greenbank’s head of ethical, sustainable and impact research, Kate Elliot provides insight into the likelihood of a change in political leadership and what this could mean for investments.

Our 10th anniversary edition of Investment Insights leads with a hopeful note, looking at why we believe stronger foundations are being laid for a broad, sustainable recovery in stock markets.