The UK economy hit the wall last quarter, while inflation started rising again. In the US, expectations of interest rate cuts have cooled since Donald Trump was elected President.

Join Bryn Jones, Head of Fixed Income, for his latest webcast, on Tuesday 3 December at 10.00am, to celebrate his 20-Year anniversary at Rathbones Asset Management.

Equity and bond investors had opposite reactions to the US election. But Trump 2.0 may have less influence than investors first hoped or feared.

A lot going on this month, so the team focus on two rather large events which took place within a week of each other.

Bond yields rise in the aftermath of the UK Budget and with Americans poised to go to the polls.

Labour will deliver its first Budget in almost 15 years this week. With little wiggle room and a shopping list of problems, it will be hard for the Chancellor to please anyone.

The twin engines of the European economy, Germany and France, are sputtering. With inflation falling and France turning to austerity, will the central bank come to the rescue?

The gaze turns eastward this month as the team discuss China’s recent stimulus. Will it be enough to wrestle the economy out of its post-COVID funk?

Watch and listen to David Harrison discuss the pressing issues and future of sustainable investing, including the FCA's SDR framework, ESG engagement, and the impact of AI and COP events.