Knowledge and Insight - Markets

The wait for US interest rate cuts is over. Everyone expects the US Federal Reserve to move this week, the question is how far will it go? 

Stocks are down on underwhelming US economic numbers, but the central bank is likely to ride to the rescue.

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.

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.

The first few years of the 2020s have been characterised by huge shocks to the global economy – from the pandemic to the Ukraine war. When the dust settles, we think the global economy will have changed in significant ways, and the investment strategies that fared best over the past decade  won’t be the ones that serve us best for the next one. If the 2010s are gone for good, we’ll need a different approach.

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.

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

In his latest video update, Rathbones co-CIO Ed Smith discusses the continued, but lately slowing and more meandering, upward march in markets.

As the threat of VAT being added to independent school fees becomes more realistic, we understand that there has been a surge in interest in advanced fee payment schemes. For those independent schools in receipt of funds from such schemes, we look at the options to earn a monetary return on the cash before the associated expenditure falls due.

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