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Rathbones sees UK interest rates rising less than markets expect

By Public Technologies
  • Rathbones' November 3, 2026, market analysis favors avoiding highly leveraged AI companies reliant on debt to fund expansion.
  • US hyperscalers project spending exceeding $1 trillion annually for three years; rising financing costs threaten weaker competitors.
  • UK interest rates are unlikely to reach the market-implied 4.75% by September 2027, in the wealth manager's view.
  • Government bond allocations provide a counterweight to disappointing AI growth; shorter maturities limit exposure to a fiscal-driven bond market crisis.
  • Inflation-linked government bonds remain portfolio holdings as the unresolved Iran War sustains energy-price risks.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Rathbones Group plc published the original content used to generate this news brief on November 03, 2026, and is solely responsible for the information contained therein.

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