Rathbones Group Plc

Rathbones has enjoyed celebrating Black History Month this October, we have explored ‘reclaiming narratives’ as is this year’s theme and some of our colleagues produced this insightful video. What has Black History Month meant to you this year?   #BHM #BlackHistoryMonth

Last week we sponsored the LAPADA - The Association of Art & Antiques Dealers Fair, an event that brings together exceptional art, craftsmanship and history under one roof. It was an inspiring fair filled with beautiful pieces and we’re proud to support an incredible community that values artistry and heritage. Thank you to everyone who attended and helped make the event a success.

Can UK Plc stay competitive without paying top management more? Read our piece comparing British and American executive pay. https://lnkd.in/eSK-cnm5 #executivepay #ESG

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. Read our latest Review of the week: https://lnkd.in/eNH8nkwK #ReviewOfTheWeek

Donald Trump would like to reduce immigration. This could slow population growth and limit firms’ ability to hire talent from abroad. This could reduce #USeconomicgrowth, which would be negative for #USstocks and #USgovernmentbonds. https://lnkd.in/ev9d8x-V #election #Trumponomics

Have you tuned into our popular Wealth Management Festival? With 98% of attendees rating the sessions good or excellent when proving their feedback, this isn’t one you want to miss. You can watch the webinars on demand here: https://lnkd.in/e4pCeTcy #RathbonesFestival2024 #WealthManagement #FinancialPlanning #Investments

Donald Trump’s plans to cut corporate taxes could strengthen #USeconomicgrowth in the short term, as our election report discusses. But yields on #USgovernmentbonds could rise in response to an even wider #USfiscaldeficit and higher #USinflation. In the longer term, higher #USinterestrates would be likely to weaken growth - bad for #USstocks. The deficit also looks set to rise under Harris, but perhaps not as much. https://lnkd.in/ev9d8x-V #election #Trumponomics

Did you miss our Economic and Investment outlook webinar? From interest rates and inflation to equity returns, co-chief investment officer Edward Smith CFA highlights the key takeaways from the session. You can watch this webinar and others from our Wealth Management Festival here: https://lnkd.in/e3TXKprw #RathbonesFestival2024 #WealthManagement #Investments #InvestmentOutlook

Out now – The Sharpe End #podcast – Episode 40: The Great Malls of China. Listen here: https://lnkd.in/d8sdBncQ. The gaze turns eastward this month as David Coombs, Will McIntosh-Whyte and Craig Brown discuss #China’s recent stimulus. Will it be enough to wrestle the economy out of its post-COVID funk? Then the conversation turns to making sense of western #CentralBank #InterestRate cuts that coincide with conflicting economic data. Calling the direction of travel is challenging, so what does it mean for their portfolios? Finally, what has made UK-listed information and analytics business RELX a long-time holding in the funds? The podcast is suitable for retail and professional investors. You can find The Sharpe End wherever you get your podcasts. New episodes monthly. Drop us your suggestions for future topics or feedback at thesharpeend@rathbones.com. #RathbonesAssetManagement #RathbonesMultiAsset #Investments

Brain drain or gravy train? We look at whether UK company heads need more pay to stop them leaving for the US. #executivepay #ESG