On this month’s episode of The Sharpe End, David, Will, and Craig ask whether investors are getting too excited about dubious subscription business models, and whether investors are looking critically enough at these ‘flywheels’ of growth. Should they instead spin the wheel and investigate some of those pure Covid reopening plays? Speaking of wheels, they also look at how the shift from exercise bikes to a set of real wheels helps Shimano.
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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
This podcast is intended for professional investors, and must not be shared with a non-professional audience. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reﬂect an investment recommendation. Past performance should not be seen as an indication of future performance.