The chemicals sector is often the canary in the economic coal mine, so a spate of profit warnings spark a discussion among the team. Meanwhile, is the pent-up demand from COVID-delayed elective surgeries finally coming on stream, and what would it mean for med-tech companies? Finally, the team takes a deep dive on German industrial giant Siemens, which has spent a decade reshaping its business.
This podcast was recorded on 6 July 2023.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds
Craig Brown, Senior Multi-Asset Investment Specialist
Rahab Paracha, Sustainable Multi-Asset Investment Specialist
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