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Rathbones
Rathbones Asset Management - In The KNOW blog: Bearing with companies in sticky situations
It doesn’t take much for a misunderstanding to spiral out of control – just ask Paddington Bear, who’s going through a third ordeal on the big screen right now! Rathbones Asset Management’s engagement analyst, Jenny Twigg, explains how listening before judging can make all the difference.
Register now: Rathbones Asset Management Fixed Income Webcast – Bryn Jones’ 20-Year Anniversary
Rathbones Asset Management is delighted to invite you to their upcoming webcast on Tuesday 3 December at 10.00am (GMT) as Bryn Jones, Head of Fixed Income, celebrates his 20-Year Anniversary.
Rathbones Asset Management - The Sharpe End podcast: Trump Ad-Vance
A lot going on this month, so the Rathbones Asset Management’s multi-asset team focus on two rather large events which took place within a week of each other. First up is the big show across the pond: with Trump now claiming his seat in the Oval Office the team give their immediate reaction to his victory and discuss what it could mean for markets and their funds. Then the team swing to look at the ramifications of the Labour government’s first Budget. How much of the doom and gloom sown before Budget Day was reaped, and how will it affect UK economic growth and UK markets?
Rathbones Asset Management - In The KNOW blog: Developing the world’s first weight-loss cocktail
The success of new GLP-1 diabetes and weight-loss treatments might be just the beginning, writes Rathbones Asset Management’s sustainable investment analyst Neil Smith. An exciting new world of second-generation treatments are already being researched and trialled.
Rathbones Asset Management - The Sharpe End podcast: The Great Malls of China
The gaze turns eastward this month as the Rathbones Asset Management multi-asset investing team 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 central bank interest rate 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?
Now available: The latest edition of Rathbones Asset Management – ‘In Conversation’
Since their last video updates, markets have been buzzing with activity and significant developments, including political shifts, rate cuts and rotations.
Register now: Rathbones Asset Management Multi-Asset Webcast
Rathbones Asset Management is delighted to invite you to their upcoming webcast on 23 October at 10.OOam with David Coombs, Head of Multi-Asset Investments.
Now available: The latest edition of Rathbones Asset Management - 'In conversation'
Since Rathbones last video updates, markets have been buzzing with activity and significant developments, including political shifts, rate cuts and rotations.
Rathbones Asset Management - The Sharpe End podcast: Don't raise tax in anger
It’s just over a month since Keir Starmer took over at Number 10, and for those of you not glued to Ticketmaster scrambling for Oasis tickets you may have noticed that we’ve started to learn a little more about what “Starmerism” will look like.
Rathbones Asset Management - The Sharpe End podcast: Braking Bad
Trying to unpick some pretty extraordinary moves in global indices, the team discuss what’s been going on.
Rathbones Asset Management - The Sharpe End podcast: Les Misérables
On the eve of a major UK election, the Rathbones Asset Management multi-asset investing team examines Europe's outlook. How will political shifts, especially in France, impact the economy and ECB? They also discuss US household spending and Accenture’s rising demand.
Rathbones: Things can only get better for uk equities
Labour will form the next government in the UK. While it may take time, new ideas could help solve the nation’s long-standing lack of investment and help boost the stock market from its doldrums, argues Rathbone Income Fund Manager Alan Dobbie.
Rathbones Asset Management - In The KNOW blog: The end of long winter for UK stocks?
Could fortunes be turning for British stocks, asks Rathbone UK Opportunities Fund Manager Alexandra Jackson. As the UK prepares to vote in the sunshine, investors seem more optimistic than they’ve been for years.
Register now: Rathbones Asset Management Multi-Asset Webcast
Rathbones Asset Management is delighted to invite you to their upcoming webcast on 17 July at 10.00am with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios.
Rathbones Asset Management - In The KNOW blog: An electric future
You don’t know what you’ve got till it’s gone – or gets super expensive, notes equity investment specialist Michael Cumberlidge. Demands on our electricity grids are going to grow rapidly in coming years, so we need to invest in them now.
Rathbones Asset Management - In The KNOW blog: Can less be more?
Rathbone Income Fund Manager Carl Stick argues that relentlessly busy bees aren’t always as productive as they seem. Might the answer be to do fewer things better?
Rathbones Asset Management - The Sharpe End podcast: Quantum Leap
Inflation is on our agenda but not quite in the way you might expect. We discuss the outlook for inflation in the longer term and consider how some big structural changes could shift perceptions on what’s a ‘normal’ rate of inflation.
Rathbones Asset Management - In The KNOW blog: Can sustainable bonds offer shelter from the storm?
Sticky inflation and wild swings in rate-cut expectations have tested investors’ mettle over the last few months. Assistant Rathbone Greenbank Global Sustainable Bond Fund Manager Christie Goncalves explains why she believes sustainable bonds could be one corner of the fixed income market offering welcome resilience.
Rathbones Asset Management - In The KNOW blog: Are govvies as exciting as murder in the Mediterranean?
Government bonds have given investors whiplash as their yields bounce around the place like a psychopath in 1950s Italy. Yet Rathbones Asset Management multi-asset portfolios fund manager David Coombs explains why he’s holding on tight.
Rathbones Asset Management - The Sharpe End podcast: Going into Labour
In an election extravaganza of a year the Rathbones Asset Management multi-asset investing team discuss how they will navigate the many political changes which may be ahead, particularly in the UK where a change in the occupancy of Number 10 seems highly likely.
Rathbones Asset Management - In The KNOW blog: Locking in bond income for longer
Rathbones Asset Management bond fund manager, Stuart Chilvers explains why lower interest rates won’t sap corporate bonds’ juicy income yields straightaway.
Rathbones: In the Know Blog Challenger comebacks
Rathbone UK Opportunities Fund equity analyst Robbie Carr marvels at the speed of an FA Cup comeback. It makes him wonder if UK small and mid-sized companies could soon post a rapid recovery of their own.
Rathbones Asset Management - The Sharpe End podcast: No Cuts No Glory
This month, the Rathbones Asset Management multi-asset investing team look at the evolving macro picture in the US and dive into the discrepancies in the US economy focusing on consumer spending. Finally, the team turn to Sony, of PlayStation and Walkman fame.
Register now: Rathbones Asset Management Rathbone Income Fund Webinar
Rathbones Asset Management is delighted to invite you to an online presentation on 14 May at 10.00am with fund managers of the Rathbone Income Fund, Carl Stick and Alan Dobbie, as they explore the multitude of potential sparks that could relight the fire within the UK market.
Register now: Rathbones Asset Management Multi-Asset Webcast
Rathbones Asset Management is delighted to invite you to their upcoming webcast on 24 April at 10.00am with David Coombs, Head of Multi-Asset Investments.
Rathbones Asset Management - In The KNOW blog: Power to the people
Making our economies cleaner requires a complete overhaul of how we produce energy. Yet how we transmit, store and conserve that power is equally important, argues Rathbones Asset Management’s sustainable multi-asset investment specialist Rahab Paracha.
Rathbones Asset Management - In The KNOW blog: Are you concentrating?
Ten huge stocks account for almost a third of the US S&P 500. But concentration risk is even more pronounced in the UK market. Rathbone UK Opportunities Fund Manager Alexandra Jackson explains that UK smaller and mid-sized stocks offer much better breadth.
Rathbones Asset Management - In The KNOW blog: Mending fences
With his chickens scattered and fence repairs added to the list of weekend activities, Multi Asset fund manager Will McIntosh-Whyte ponders whether previously traumatised investors in Japan’s stock market will finally feel safe returning to the coop.
Rathbones Asset Management - The Sharpe End podcast: Hot Topix
This month, the Rathbones Asset Management multi-asset investing team discuss the US commercial real estate. The focus then turns eastward to the rise of Japan’s stock market. Plus, Magnificent Seven is tackled head on as the team discuss Nvidia.
Rathbones Asset Management - In The KNOW blog: Building the UK’s future?
A home of one’s own seems like just a dream for an increasing number of property-obsessed Brits. Rathbone Income Fund co-manager Alan Dobbie considers whether a growing political consensus could help increase the supply of homes, bringing this dream to fruition for many – and more sustainable returns for homebuilders.