Additional resources for advisers
In Conversation January 2024
The latest edition of In Conversation has arrived. Our managers explain how they are navigating current challenges and finding opportunities, they also outline fund performance, positioning and what they believe lies ahead.
1 min
In Conversation September 2023
The latest edition of In Conversation has landed. Our managers explain how they are navigating current challenges and opportunities, outlining fund performance, positioning and what they believe lies ahead.
1 min
In Conversation February 2023
Join head of regional sales Ben Johnson as he introduces the latest In Conversation series. This series of video updates are here to provide you with the most up-to-date insights; portfolio positioning, performance and outlook.
For Financial Advisers Only
1 min
In Conversation September 2022
The latest series of ‘In conversation’ has landed. A lot has happened since our last fund updates: find out how our fund managers have been positioning their funds, navigating challenges and seeking out opportunities.
1 min
In Conversation January 2022
Much has happened since our last series. COVID-19 threw us another curveball with Omicron spreading fast. This aggravated existing supply chain and employment issues, fuelling inflation and political instability. Central bankers are under pressure to tighten monetary policy earlier than expected. So, what does this all mean for investor sentiment?
1 min
In Conversation September 2021
Much has happened since our last series. The world is largely open again, though the highly contagious delta variant and supply chain disruptions mean life is far from ‘back to normal’.
1 min
In conversation - February 2021
Much has happened since the last time they spoke to you. Lockdown 2.0; Lockdown 3.0; a post-Brexit trade deal with the EU; Joe Biden became president; and the beginning of a global vaccination drive.
1 min
In conversation - October 2020
Now in its second iteration, our In conversation series is beaming from the homes of our managers for the first – and likely not the last – time. They have provided the latest fund performance, portfolio positioning and their views on the future.
1 min
In conversation - February 2020
Introducing the, “In conversation” series, you’ll have the opportunity to hear and now see our fund managers provide their expert view in a short, engaging and digestible format. We aim to run these updates twice a year.
1 min
Year in Review Masterclass | December 2023
Watch Tom Carroll, Chief Executive Officer, Rathbones Asset Management, along with three industry experts at Asset TV UK’s Masterclass, as they discuss 2023 in review with a focus on sustainable investing and the storms of stocks and bonds.
1 min
UK Equities Masterclass | October 2023
Watch Alexandra Jackson, Fund Manager of Rathbones UK Opportunities Fund, alongside a panel of specialists, discuss whether it's time to start talking about the UK again, withdrawals and liquidity issues in the UK market and reforming the stock market.
1 min
Multi-Asset Masterclass | September 2023
Join David Coombs, Head of Multi-Asset Investments along with three industry experts for an exclusive Masterclass discussing multi-asset investing.
1 min
Fixed Income Masterclass | September 2023
Watch Stuart Chilvers, Fund Manager and other panellists work through some of the UK's latest challenges from inflation to interest rates, and how those have affected Fixed Income.
1 min
Year in Review Masterclass | December 2022
What are the lessons learned from 2022 and what can we expect to come in the months ahead and into 2023? Listen to Rathbone Funds Chief Investment Officer Tom Carroll and panellists discuss.
1 min
Multi-asset Masterclass | November 2022
With interest rates and bond yields on the way up, what does it mean for asset allocators and the expected risks and returns from the world's various markets? Listen to David Coombs discuss this and much more.
1 min
Multi-asset Masterclass | September 2022
There's plenty of gloom and doom in the markets but what does that mean if you are invested in multi-asset funds? Have they got the flexibility and the know-how to avoid the downsides and risks, but still give exposure to the rewards? Listen to David Coombs and panellists discuss this and much more.
1 min
UK Equities Masterclass | September 2022
What are the current movements in the UK equity market and how are fund managers positioning their portfolios accordingly? Listen to Alexandra Jackson and panel members discuss.
1 min
World of Opportunities webinar
1 min
Income Fund Webinar
It is a question that we and most investment houses have revisited time and time again for the best part of a decade, what is the catalyst for the resurgence of the UK market?
1 min
Multi-Asset Webcast | April 2024
1 min
Hot Topix
While the US economy and markets seemingly look in a pretty good place right now, the team discuss one of the potential flies in the ointment: US commercial real estate. Many worries have been floated about large cuts to office property values – are they valid? And if so what second order impacts could there be? The focus then turns eastward to the rise of Japan’s stock market and increased investor interest. This leads the team to discuss whether years of corporate reform could mean a new dawn for the nation or just another false one. Finally, the Magnificent Seven is tackled head on as the team discuss Nvidia, the darling of the market, to highlight what the company does, how it has changed, and why it has earned plaudits and a stratospheric share price rise.
2 mins
No Cuts No Glory
With plenty of debate about the state of the US economy, whether the inflation dragon is slain or not, if the landing will be a soft one, and when the Fed might start cutting rates, the team discuss whether the US economic porridge is too hot, too cold or just right.
2 mins
Black Sheep Down
The Magnificent Seven was the buzz phrase of 2023 as seven stocks drove so much of the return from US equity markets. America isn't the only place with a concentration issue though: it’s the same picture in Europe and the UK. The team look forward and discuss what risks and opportunities may lie ahead as a result of this phenomenon. They then turn to the defence sector and why there might be some meaningful changes afoot to drive more government spending in this area. Finally, Canadian e-commerce company Shopify is on the agenda as the team outline the company's broad appeal, along with the ups and downs of their journey owning this name.
2 mins
Multi-asset webcast | February 2024
1 min
Twenty-twenty (four) vision
After the roller coaster that was 2023, the team discuss getting their bearings for the year ahead. Then, speaking of creaking behemoth structures in need of investment, they explain why they’ve been buying general infrastructure funds for the first time ever. Finally, a new portfolio holding is German medtech company Carl Zeiss, which specialises in cutting-edge tools for eye health. Perhaps some of Carl Zeiss’ products may help us all better see what the year ahead might hold…
2 mins
All Coombs wants for Christmas is two (points)
It’s that time of year again where the whole Sharpe End team get together for the Christmas Special and become David’s judge and jury on the predictions he made for 2023 at the end of last year. Did David’s crystal ball serve him well in calling what happens to the bond markets, commodity markets, equity markets, and a few more random areas too!? Last year David managed 5.5 points, an advance on the 4.5 points of the year previous. Will his march toward prediction perfection continue, or will it all come crashing down to reality with a bump?
2 mins
S…bend it like Biden?
Is US President Joe Biden’s huge infrastructure stimulus bending the US Treasury yield curve more than Beckham at the dead ball? Moderating inflation hasn’t stopped long-term US Treasury bond yields from whipping higher (and therefore prices falling sharply) in the past couple of months – could it be worries around government spending and the much larger amount of bonds being sold at auction? Meanwhile, earnings season has dominated stock markets recently, so the team discuss the winners and losers this time round and why. Lastly, they share why US landfill and recycling business Waste Management is more exciting than you may first think.
2 mins
Rish and Chips
The team discuss the very different approaches to government investment in the US and UK and how this impacts the relative attractiveness of those economies. Next-generation weight loss drugs have grabbed the headlines of late, but unpicking the long-term impacts of these treatments on businesses is fraught with difficulty. Then, in the interests of balance, the team turn to alcohol and burgers as they discuss their recent switch from drinks giant Diageo to fast-food behemoth McDonalds.
2 mins
scAIRbnb
With an array of UK retailers struggling and the housing market slump deepening, the team discuss managing exposure to the UK and why they are keeping an eye on the escalating government clampdown on Airbnb. Also, in recognition of National Inclusion Week, the team share how they think about diversity when investing and why Nike, one of the few consumer stocks they hold, is one company that has navigated this area successfully.
2 mins
2024: The Year. Maybe?
Our head of multi-asset investments David Coombs starts the new year making a three-point turn with a dump truck of salt. Behold, we have his predictions.
3 mins
After Eights for Christmas
Our resident Grinch, multi-asset fund manager Will McIntosh-Whyte, brings us mixed tidings. Having been caught in a crowded trade for Christmas presents, he’s trying to avoid making the same mistake with the Magnificent Seven in our multi-asset portfolios .
6 mins
The beauty of being sustainable
Beauty may be skin-deep but Rahab Paracha, sustainable multi-asset investment specialist, expects more from beauty companies’ sustainability policies.
5 mins
A Special Thanksgiving
Our Rathbone Global Opportunities Fund manager James Thomson celebrates a phenomenal 20 years at the helm this November. He looks back and wonders about his youthful exuberance.
4 mins
Present Stress
Investors have spent a year obsessing over risks. Head of multi-asset investments David Coombs tries to deal with them one at a time.
6 mins
Bonding Over Shared Scares
As Halloween approaches, head of fixed income Bryn Jones takes on the guise of everyone’s favourite maths teacher to spook you all with a few charts.
2 mins
In search of a UK catalyst
Why are investors not buying into Britain? Alan Dobbie, Rathbone Income Fund manager, examines what's affecting views of the UK stock market.
3 mins
Ozempic Gold
Multi-Asset Portfolios fund manager Will McIntosh-Whyte tries to give up sugar, but it turns out he wasn’t sweet enough. Will it turn him onto the next-generation weight-loss drugs?
6 mins
Lending to the world’s biggest borrowers
Famously, banks are the most leveraged businesses on the planet. That’s why financial institutions issue something like half of all corporate bonds worldwide by value, explains fixed income fund manager Stuart Chilvers.
4 mins
The benefit or harm of AI is in its use
AI, like all technologies, is neither good nor evil. It’s a tool with the potential for both great benefit and great harm. Whether the good outweighs the bad will depend on how people use it.
4 mins
The risk in doing good
Diversity, equity and inclusion is important to ensure businesses get the best skills, avoid group-think and better understand their customers, argues our Multi-Asset Portfolios lead fund manager, David Coombs. But – as with anything – risks remain.
4 mins
Hoarding Cash
Why take risk when you can be paid 5% or more to leave your cash at the bank? Because you’re forgetting about tomorrow, argues head of multi-asset investments David Coombs.
5 mins