Knowledge and insight

Searching for investments that improve our world and deliver returns. Rathbones Global Sustainability Fund manager David Harrison takes a trip to America.

After years of arguments and hollering over Brexit, most Brits didn't even bother voting in the EU elections. Julian Chillingworth lays out how Nigel Farage's big win could affect mainstream party policies.

What struck me is that for the first time, US investors were actually asking about ESG. That may sound silly, but the US has been very far behind Europe and the UK in this regard.

Everybody wants to invest in technology companies and every company wants to be one. This is as true in 30˚C Florida as it is on the frozen shores of Lake Michigan, in Milwaukee.

It’s where budding tech entrepreneurs want to be, it’s the engine room of the West Coast that accounted for 60% of all US private equity dollars invested in 2018. It is arguably Rome for the digital 21st century.

They strive each day (and most nights) to completely understand their discipline, so why does their labour only make expert forecasters more inaccurate? Rathbones Income Fund manager Carl Stick looks at why specialists fail at the future.

The Conservatives are falling over themselves to replace the Prime Minister, even as she doggedly works on her deal. Meanwhile, America fires another shot at China in the trade war.

Kicking the Brexit can all the way to Halloween has done nothing but prolong the uncertainty that’s shrouded us for so long. The ‘good news’ is that we think sterling now looks so undervalued that, no matter what happens with Brexit, it should appreciate over the long term. So, those willing to hold on for a rough ride just may find themselves reaping the rewards when the Brexit puzzle is finally solved.

We’ve always been a nation of shopkeepers and spendthrifts. But how we get our retail fix today is dramatically different to even five years ago, let alone the turn of the millennium