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
Rathbone Multi-Asset Portfolios webcast - Wednesday 10 February 2021
1 min
Rathbone Multi-Asset Portfolios webcast - Wednesday 13 January 2021
1 min
Rathbone Multi Asset Portfolios webcast - Wednesday 30 September
1 min
Treading the political tightrope
Nobody knows for sure who first coined the maxim that politics, religion and money should never be discussed in polite company. We live in a society where the right to free speech is taken for granted, but as far as advisers are concerned, one thing is certain – the first two topics should definitely be handled with care.
3 mins
The blame game
David Coombs tried as hard as he could to buy a suit from the high street, but they just weren’t selling. Our multi-asset investments head worries deep-seated problems are behind poor performance from UK retailers.
4 mins
Rolling with the devil
Whether rolling cheese down a hill, braving the chaos of a Spanish fiesta or investing in the stock market, you should always take precautions, argues Will McIntosh-Whyte, assistant manager of our multi-asset funds.
3 mins
UK financials – back from the brink
Ten years on from the nationalisation of virtually the whole UK banking sector, it’s now a much safer place to invest. Banks may not be the racy investments they were pre-crisis, but David Coombs, our head of multi-asset investments, explains why boring may be good when it comes to banks.
4 mins
Cheaper bonds mean cheaper stocks
A hefty jump in US Treasury yields seems the most likely reason for October’s abrupt sell-off. But chief investment officer Julian Chillingworth finds it hard to believe the US economy is about to keel over, given recent data, and believes equities – while volatile – should remain the place to be for the foreseeable future.
5 mins
The double-edged sword of longevity
People may be living longer than before, but many of them still routinely underestimate how long they might live. And that means there's a very real risk that they could outlive their retirement funds altogether.
3 mins
Hope and glory
In some ways, the US and UK are more alike than ever: both are wrestling with their identities as nations. And yet the Special Relationship is a study in contrasts economically, notes chief investment officer Julian Chillingworth.
4 mins
Diamonds in the Bo…rough
Will McIntosh-Whyte, assistant manager of our multi-asset funds, finds a few hidden gems while exploring his new digs in zone one. He found another in Wisconsin, USA.
3 mins
A brand new world: why millennials matter
Rathbones’ head of equity research Sanjiv Tumkur discusses how the next generation is steering consumer trends, and why millennials matter for investors of all ages.
4 mins
A brand new world: challenges to established brands
Companies selling big global brands have come to be known as ‘dividend aristocrats’ because of their long track records of stable earnings power. Rathbones’ head of equity research Sanjiv Tumkur discusses how these ‘branded gentry’ are under threat in a rapidly changing consumer landscape, and how some are adapting.
4 mins
Beware the guru
Elon Musk has got himself in hot water with the SEC after months of erratic behaviour. Our head of multi-asset investments, David Coombs, ponders the effects of hubris.
3 mins
It’s the real (skinny) thing
Coca-Cola’s purchase of Costa Coffee is a smart move away from sugar and gives the company plenty of options, argues head of multi-asset investments David Coombs. And the growth in coffee sales may surprise you …
4 mins