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
Navigating the current crisis – Rathbone multi-asset portfolios update
In light of the deteriorating situation in Ukraine, we have prepared a short recording to address some of the questions we have been receiving from clients over the past week. Hear how David Coombs, head of multi-asset investments, is navigating the current crisis in relation to the multi-asset portfolios.
1 min
MAMAA mia
On this month’s episode of The Sharpe End, David, Will and Rahab question whether the Bank of England hiking rates will be good for the UK economy. Also, what do the latest earnings from the FAANG, or now MAMAA, stocks tell us? And they share their thoughts on the rise of activist investors targeting company management.
1 min
Hike club
In the first episode of 2022 David, Will, and Craig try to bring some order to a rather tricky new year for global markets, discussing what risks and opportunities this presents. The team also explain why they aren’t reaching for the gold despite growing geopolitical risks, and why they are buying baser commodities instead.
1 min
“UK offers game changers and world leaders, on a postcode discount”
Manager of the Rathbone UK Opportunities Fund, Alexandra Jackson, presents her thoughts to Proactive Investor’s Katie Pilbeam on the changing shape of the UK market and what this means for investors.
1 min
Rathbone Greenbank Multi-Asset Portfolios webcast - Wednesday 12 January 2022
1 min
(It’s not a) Christmas party
On this month’s episode, Will and Craig review and score David’s predictions for 2021 against how the year actually panned out. Decide for yourself whether they are too harsh on David’s crystal ball gazing. More importantly, the team discuss how their strategy has evolved in 2021 and ponder the latest shift in the ‘growth’ vs ‘value’ debate.
1 min
Culture grub
On this month’s episode of The Sharpe End, David, Will and Rahab discuss the best ways to protect portfolios from COVID, supply chain risks and inflation. Also, do trends towards veganism and a low-carbon future mean major disruption is coming for farmers and food makers? And we explain how nutrition businesses DSM and Christian Hansen are helping to solve health challenges and cut food waste.
1 min
Rathbone Multi-Asset Portfolios webcast - Wednesday 13 October 2021
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
Snubscriptions
With inflation running hot, senior multi-asset investment specialist Craig Brown takes stock of his forgotten subscriptions.
4 mins
Peak inflation?
As our head of multi-asset investments David Coombs balks at the cost of a couple of cups of coffee, he explains why he thinks inflation may be getting close to peaking.
3 mins
Can cloud computing withstand the heat?
With inflation as hot as London in July, the technology sector has been buffeted more than most. But equity analyst Ben Derber explains why cloud computing may prove to be especially resilient.
2 mins
Bye Bye Bojo
As the Conservative Party spends the summer trying to find a new leader our head of multi-asset investments David Coombs looks at the potential impact on economic strategy.
4 mins
Silver linings in the cloud?
Structural, long-term investment themes are particularly important at the moment as investors worry about the short-term outlook for many businesses. Equity analyst Ben Derber argues that cloud computing should enjoy a decade-long spending boom as enterprises seek to harness the benefits of this powerful new technology.
4 mins
Strikes are a warning for all
Strikes are synonymous with railway workers these days, but the reasons behind the latest one affect everyone, argues our multi-asset portfolios lead manager, David Coombs. Wages have stagnated for years, yet higher inflation is now making that untenable.
4 mins
Valuation matters
While the drops in the prices of some of the world’s hottest (and most expensive) stocks are eye-watering, Rathbone Income Fund managers Carl Stick and Alan Dobbie argue there’s a reason for the extent of the falls. They ask: did too many investors simply forget that valuation matters.
4 mins
The high cost of low prices
We’ve all got used to cheap flights, meals and clothes, but it was all predicated on low wages in many sectors, argues David Coombs, our head of multi-asset investments.
4 mins
A significant milestone and a turning point?
As the UK gears up for its first-ever Platinum Jubilee, the Rathbone Ethical Bond Fund is celebrating its own historic milestone. Fund Manager Bryn Jones looks at what might lie ahead as bond markets move into a new cycle and the transition towards a greener, more circular economy gains still more momentum.
4 mins
A difficult balancing act
The UN-backed Sustainable Development Goals (SDGs) were created to balance the economic, environmental and social pillars of sustainability. Yet the recent energy and food crises show just how difficult this can be, notes our sustainable multi-asset investment specialist Rahab Paracha.
5 mins
Notes on a nervous planet
Can our overburdened planet keep supporting all the people on it? Bryn Jones, lead manager of our Ethical Bond Fund, thinks the swelling number of people on earth raises the prospect of big shortages of basic necessities. He explains how this impacts his team’s decisions and offers some hope that bond investors can help make a difference.
5 mins
Zombie financing
Charlton Heston and our head of multi-asset investments David Coombs have little in common. But they both hate the walking dead.
4 mins