Industry news and views from Panacea and our partners.
Rathbones
Rathbones In the KNOW blog: No tears for Boohoo?
It’s accepted as truth that no one can predict the unpredictable, but what about when companies behave badly? Rathbone Greenbank deputy head of research Kate Elliot says there are often signs that something might be amiss.
Rathbones In the KNOW blog: ESG: A package deal
From the outside looking in, sustainable investment analysis may seem like information overload. Amid all of the data, is it possible to see both the forest and the trees? Rathbone Greenbank deputy head of research Kate Elliot says yes.
Rathbones In the KNOW blog: Businesses must power sustainability
Paying extra for basics is a luxury for most people, argues head of multi-asset investments David Coombs. That’s why we must invest in companies whose technologies are driving down the cost of renewable options, paving the way for widespread change.
Rathbones In the KNOW blog: Less signalling – more manoeuvring, please
Capitalism is one of the most powerful forces in society’s arsenal, argues head of multi-asset investments David Coombs.
Rathbones In the KNOW blog: A bleary-eyed awakening
After a busy start to the year there’s still a lot of uncertainty swirling around in markets. But economies tend to bounce back hard after sombre periods, and hope remains that our eventual return to ‘normal’ will be no different.
Rathbones In the KNOW blog: Eating for two?
We’re all craving the end of lockdown and a bit of freedom. But Craig Brown, our multi-asset investment specialist, wonders just how many of us will be in the position to spend up large.
Rathbones In the KNOW blog: Will the dollar lose its perch?
As you may have seen in your clients’ portfolios, the US dollar has been tottering a little lately.
Rathbones In the KNOW blog: Recovery’s winners and losers
As investors look ahead to a time when the pandemic will be over, Ed Smith and Sanjiv Tumkur, our respective heads of asset allocation and equity research, question whether equity markets are in the midst of a great rotation from ‘growth’ to ‘value’.
Rathbones In the KNOW blog: Optimistic realism in a vaccinated recovery
A roller-coaster of a year finished on a high note for the markets, and we start 2021 with a sense of relief that one of the most difficult years many of us have ever experienced is behind us.
Rathbones: Investment Insights Q1 2021
Financial markets have been on a rollercoaster over the past year. There was a sharp drop in March as countries locked down and then a swift upswing followed, led by technology shares. Even unloved companies, particularly banks and energy firms, have rebounded lately, thanks to good news about vaccines.
Rathbones In the KNOW blog: Bitcoin: bearer bonds for the 21st century
A lockdown-induced Christmas TV binge didn’t extend quite as far the Wizard of Oz for our head of multi-asset investments, David Coombs. But “the Great and Terrible” did come up in a conversation about bitcoin.
Rathbones In the KNOW blog: A ‘brand’ new world
Head of equity research, Sanjiv Tumkur, considers how a new generation of consumers are leading long-established brands - the bedrock of portfolios around the world - to adapt a more sustainable approach and help shape a ‘brand’ new world.
Rathbones In the KNOW blog: Staying balanced
With a clutch of vaccines on the way soon, equity markets were in a buoyant mood in November. But there are still a lot of things we don’t know – and even some things we don’t know that we don’t know…
Rathbones In the KNOW blog: MiFID II and the implications for ESG investing
Worldwide governmental support for greener post-pandemic recovery strategies, growing choice in the sustainable fund market, and evidence of the long-term performance benefits of improved corporate responsibility are among several factors contributing to the rising popularity of ESG investment.
Rathbones In the KNOW blog: Insomnia in the trenches
The shock of the pandemic has made many businesses question how and why they do things. You shouldn’t underestimate how valuable these re-evaluations are, argues head of multi-asset investments David Coombs. Or underestimate the changes they could have on the future.
Rathbones: Biden versus Trump
With a deeply polarised US electorate about to choose its next President, Rathbones latest report considers the policies of the two candidates and their market implications.
Rathbones: Why the recovery will be green
Rather than being a reason to press pause on the transformation of economies and societies, Rathbone Ethical Bond Fund manager Noelle Cazalis makes the case that COVID-19 could well be a catalyst for growth in sustainable solutions and the bonds that will fund them.
Rathbones: The changing face of consumer ethics and behaviours
Global consumer values, behaviours and spending habits are changing. Against mounting evidence of companies’ irresponsible environmental stewardship, aggressive tax avoidance strategies and widescale workforce inequalities, consumers are demanding that economic systems evolve to fulfil ethical as well as financial goals.
Rathbones In the KNOW blog: Changing the planet
A growing number of people are questioning how their pensions and other savings are invested. Rathbones’ stewardship director Matt Crossman explains why he firmly believes we can make the world a better place through our investments, and how best to do it.
Rathbones In the KNOW blog: Post holiday blues
With summer fading into memory, a long uncertain winter of social distancing lies ahead. It’s easy to feel gloomy, but as chief investment officer Julian Chillingworth argues, we should try not to buy into the doom.
Rathbones: The changing face of ESG for advisers
In the face of hard science and changing consumer behaviours, the investment world is transforming to meet growing demand for values-driven investment strategies.
Rathbones In the KNOW blog: A healthy recovery
Stewardship director Matt Crossman makes the case for a healthy and responsible recovery – building back better from COVID-19.
Rathbones In the KNOW blog: Ch…Ch…Changes?
They say a change is as good as a holiday. Yet head of multi-asset investments David Coombs has just come back from a fortnight away and thinks the status quo will suit his investments just fine.
Rathbones In the KNOW blog: A patchy summer
As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures.
Rathbones In the KNOW blog: Destructive capitalism
The pandemic has radically changed how we work. That makes propping up struggling companies a dangerous pastime for the government, argues our head of multi-asset investments David Coombs.
Rathbones In the KNOW blog: Biden his time
Former Vice President Joe Biden – well ahead in the US presidential election polls – is due to announce his running mate next week.
Rathbones: Inflation should stay well anchored
Will the extraordinary quantity of monetary and fiscal stimulus result in abnormally high inflation? Words to that effect form one of our most frequently asked questions this year. It’s an important one: returns from ‘fixed income’ assets such as conventional bonds can be decimated by unanticipated inflation, and although equities tend to do best in periods of slightly above-average inflation, very high inflation is a threat to their returns too.
Rathbones In the KNOW blog: Where the wind blows
Rathbone Global Sustainability Fund manager David Harrison discusses the rise of renewable energy and how it is making a more sustainable world.
Rathbones In the KNOW blog: Are the bears in hibernation, or just napping?
With the groundwork laid for a rapid recovery, equity markets reflected continued optimism in June. But as chief investment officer Julian Chillingworth notes, significant risks remain.