Knowledge and Insight - Investment insights

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.

In his latest video update, Rathbones co-CIO Ed Smith warns against excessive expectations for US interest rate cuts – and against over-reacting to stock market volatility.

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?

Watch our latest investment video for help answering these investing questions and more:

Why are smaller stocks outperforming larger ones?
What’s the outlook for US technology stocks?
Will the Federal Reserve cut interest rates soon?

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.

It may feel like déjà vu as equity performance is again concentrated in a few big names, but in his latest video update, Rathbones co-CIO Ed Smith discusses how positive earnings surprises are spreading more widely and why this is good news for active investors.