Knowledge and Insight

Soaring bonds yields sent mortgage rates skyrocketing. However, they also upended pension funds in a nasty feedback loop that threatened to send many of them to the wall.

We can see a path to better returns, but there are substantial dangers to be guarded against.

The mini-budget will drastically reduce taxation and increase borrowing. It has rattled everyone, from the backbenches to bond markets. Will the gamble pay off?

Rathbones’ co-chief investment officer Ed Smith explains why we can see a path to better returns, but there are substantial dangers to be guarded against.

A giant fiscal package reduces the risk of a very deep recession, but high inflation could stick around for longer.

Hundreds of thousands of people queued for hours to pay their respects to the late Queen ahead of her funeral on Monday.

A long and honourable reign has ended. We are deeply saddened by the passing of Queen Elizabeth II, and our thoughts are with the Royal Family.

Rathbones Group extends its deepest condolences to the Royal Family on the passing of Her Majesty, Queen Elizabeth II.

Rathbones’ co-chief investment officer Ed Smith explains how we try and overcome often unhelpful behavioural biases.

After a lengthy political vacuum over the summer, incoming prime minister Liz Truss must move fast to get to grips with a daunting set of challenges. An energy price cap (costing billions) seems inevitable.

Rathbones’ co-chief investment officer Ed Smith explains that worsening economic data suggests that an American recession is now more likely than not.

An American recession is now more likely than not. A broad decline in leading indicators steers us to be yet more defensive, but there are both bullish and bearish arguments to be made.