Industry news and views from Panacea and our partners.
Rathbones
Rathbones In the KNOW blog: Chasing our tails in the Year of the Rat
Chief investment officer Julian Chillingworth reflects on an inauspicious start to China’s New Year. Meanwhile, the UK has quietly left the European Union (EU), but both sides are turning up the volume as negotiations begin over the final settlement.
Rathbones In the KNOW blog: Sun, sea and … S&P 500 put options
You should be fixing your roof when the sun is shining, as the saying goes. Our multi-asset investment specialist Craig Brown has been booking his holidays when the rain is pouring. His golden rule: don’t gamble, take the insurance.
Rathbone Strategic Bond Fund
Watch Bryn Jones, Rathbone Strategic Bond Fund Manager discuss how learnings from 2019 will inform his investment decisions throughout 2020 and key investment themes he’s identified for the future.
Rathbone Global Sustainability Fund
Carl Stick, Executive Director, stands in for Fund Manager David Harrison to discuss one of the hottest topics of the moment ESG.
Rathbones: Responsible Capitalism in the US: Still pursuing green
Responsible capitalism is running hot over in the US, and it looks like it’s not simply a flash in the pan. Fresh from a trip across the pond, Rathbone Global Sustainability Fund manager David Harrison gives his take on why greener commerce is ascendant in America. In the first chapter of Responsible Capitalism in the US: Still pursuing green, he also notes that the politics of green can sometimes get in the way of frank conversations
Rathbone Investment Insights Q1 2020: Is the winter of austerity ending?
The UK’s first December general election in nearly 100 years punctuated an eventful year for politics and the economy. Financial markets experienced a series of mood swings throughout 2019, but ended on a high as investors regained their appetite for risk. Despite ongoing uncertainty, including Brexit and trade tensions between the US and China, we remain positive about the outlook for 2020.
Rathbones In the KNOW blog: Johnny-come-Januaries
The new year always drives well-intentioned yet poorly sustained get-fit-quick schemes. That leads multi-asset fund manager Will McIntosh-Whyte to wonder about the durability of subscription service customers in a downturn.
Rathbones In the KNOW blog: Spot the difference
2019 started with the glass half empty and ended with the glass half full. Then markets were jolted by a US missile attack as the new year began, and chief investment officer Julian Chillingworth ponders whether recent positive signs can become lasting trends in 2020.
Rathbones In the KNOW blog: 2020: the year ahead. Maybe?
Our head of multi-asset investments, David Coombs, consults the tea leaves as he prepares for a new decade.
Rathbones: No! Jeremy Corbyn
Boris Johnson has won a strong mandate to get on with his Brexit deal, sending sterling shooting higher. But what else will his government do in the next five years?
Invesco: General Election 2019: What now?
The election is over and the results are in – a Conservative majority. But what could we expect looking ahead?
Rathbones In the KNOW blog: Sleepless in Harwich
Two times a dad, our multi-asset investment specialist Craig Brown is finding it hard to learn old lessons. Like with investments, sometimes it’s painful when you just can’t leave things be…
Oh Jeremy Corbyn 2.0: a more radical manifesto
Our first Oh Jeremy Corbyn report at the last election expressed the view that Labour’s 2017 manifesto was not radical, despite the proclamations of Mr Corbyn’s acolytes. It was definitely populist, and clearly leftist, but there was no single policy that alone should have made capital run for the hills.
Rathbones In the KNOW blog: Do turkeys vote for Christmas?
Misinformation is rampant ahead of the UK election, as if things weren’t chaotic enough. Multi-Asset Portfolio Fund manager Will McIntosh-Whyte worries about what plans the politicians may be hiding and how markets will react to the eventual result.
Rathbones In the KNOW blog: What responsible investment looks like
Rathbones’ stewardship director Matt Crossman explains the Principles for Responsible Investing and how we’ve been putting them into practice over the past 10 years.
Rathbones Q1 adviser seminars
Rathbones’ annual adviser seminars return early in the new year, with 28 events taking place across the UK. The seminars will run from 14 January to 5 February.
Rathbones In the KNOW blog: Making a better world, and a profit
Rathbones’ head of asset allocation Edward Smith explains why he believes that responsible capitalism is in every long-term investor’s self-interest – even if they don’t care about the societal benefits.
Rathbones In the KNOW blog: DFM and investment performance
A report looking at the value of Discretionary Fund Management (DFM) has unveiled clear distinctions between two camps of advisers, the adopters and non-adopters of a third-party investment manager. Yet, one important question remains, how do the two camps compare when it comes to investment performance?
Rathbone Investment Insights Q4 2019
Trade wars continue to cloud the outlook for businesses and consumers. Closer to home, Brexit uncertainty has gone from bad to worse. Our new Prime Minister Boris Johnson’s first few weeks in office have been pretty spectacular.
Rathbones In the KNOW blog: Be clear, be trustworthy
Brits are on board with investing sustainably to make the world a better place, but impenetrable jargon and complicated processes are preventing them from doing so. We need to try harder to speak their language, says Rathbone Global Sustainability Fund manager David Harrison.
Rathbones In the KNOW blog: The benefits of DFM to an adviser’s working week
Lifting the burdensome task of managing client investments from an adviser’s shoulders has an undeniable effect on the structure and goals of their average working week, according to the Rathbones Value of Discretionary Fund Management (DFM) report.
Rathbones In the KNOW blog: Time to buckle up
New threats require new defences. Our head of multi-asset investments David Coombs explains how he’s filling the sandbags to protect his funds against a populist storm.
Rathbones: The value of DFM
While partnering with a Discretionary Fund Manager is an established investment discipline, there’s been virtually no hard data on how advisers who’ve adopted it have performed against non-adopters.
Rathbones In the KNOW blog: No-deal panic in Purton
As Brexit uncertainty descends into the ridiculous, head of multi-asset investments David Coombs finds himself in the strange position of hoping for a no-deal to bring some clarity.
Rathbones In the KNOW blog: Roadkill II
It can be hard to spot the time flowing by as the days roll into weeks and months into years, laments multi-asset fund manager Will McIntosh-Whyte. And you’d better be careful, he warns, because inflation works just the same way.
Rathbones In the KNOW blog: Negative interest rates: a ’70s rerun?
Are we entering another era of stagflation? As Swiss banks start to bill their rich depositors, maybe we’re already there, notes our head of multi-asset investments, David Coombs.
Rathbones In the KNOW blog: Too little risk – a dangerous thing
So much emphasis on ensuring people don’t take on too much investment risk could be creating a different problem, argues David Coombs, our head of multi-asset investments. Case study: dear old dad.
Rathbones In the KNOW blog: Brexit reset
What would a Martian think of the Brexit argument – or the Hammersmith & City line for that matter? David Coombs, our head of multi-asset investments, explains his thinking as Boris Johnson takes power in the UK.
Rathbones Investment Insights Q3 2019
While the Brexit deadline draws closer, the route to a deal between the UK and the European Union (EU) shows no signs of materialising.