News and events
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
Our economic and market reviews are delivered from Rathbones Chief Investment Officer, Julian Chillingworth. He brings highlights, on the investment forecast and the outlook for global and UK markets.
Peak prices
The Bank of England (BoE) raised rates in early November from 0.25% to 0.5%. A decent boost from the services sector helped third-quarter GDP grow by a faster than expected 0.4%, a solid enough justification for the hike.
5 mins
Counting currency
British investors may get a shock when they look at their returns this month. For those investing in sterling, overseas stock market performances were downright dismal
4 mins
In the eye of the storm
A North Korean missile, potentially capable of carrying a nuclear payload, soared over Japan in late August and sunk into the Sea of Japan. In response, 10-year Japanese government bond (JGBs) yields sunk too, from 0.009% to -0.009%.
5 mins
All at sea
Currencies bounced around last month as investors debated the strength of the UK’s Brexit negotiating position, whether the Federal Reserve (Fed) will slow its rate hikes, and if the European Central Bank will soon cut the number of bonds it buys each month as part of its quantitative easing programme.
4 mins
The price is right
Inflation has flared up again in the UK, but that doesn’t mean the globe is awash with soaring prices.
4 mins
Keep informed with announcements from Rathbone Unit Trust Management, including company news and our press releases.