CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. Between 74-89% of retail investor accounts lose money when trading CFDs. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Please refer to our Risk Disclosure Statement
Open platformOpen platform

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.

Capital Com is an execution-only service provider. The present material must be regarded as marketing communication and should not be interpreted as investment research or investment advice. Any opinion that may be provided on this page does not constitute a recommendation by Capital Com or its agents. We do not make any representations or warranty on the accuracy or completeness of the information that is provided on this page. If you rely on the information on this page, then you do so entirely at your own risk