The latest edition of In Conversation is here.
Since our last series, markets have been buzzing with activity and significant developments.
Our fund managers break down these events and discuss how they’re navigating this complex environment. They offer their perspectives on what lies ahead and how they are positioning their portfolios for the challenges and opportunities that the rest of 2024 might bring.
Article last updated 30 September 2024.
As ever, markets have continued to keep everyone on their toes.
It’s been an especially busy political front. The race for the White House is wide open after President Joe Biden stepped aside in favour of his Vice President Kamala Harris. While the UK looks like the epitome of political stability after Labour took power in a landslide.
Despite the upheaval, all the major central banks have started cutting interest rates once again, helping drive bond prices higher. Stocks have also been boosted, delivering double-digit returns year to date.
In these videos, our fund managers explain how they are making the most of the opportunities thrown up by events and trying to avoid some of the risks.
As always, these updates are designed to allow you to make informed decisions about the appropriateness of our funds for your clients and solutions. Enjoy.
Ben Johnson — Head of Regional Sales (UK)
We are delighted to invite you to our upcoming webcast with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios.
1 min
After a period of volatility in risk markets, Bryn will give his views on the outlook for rates and credit markets and will go into how the Washington whack-a-mole politics are creating very short-term volatility.
1 min
Markets are tumbling fast in response to US tariffs that will upend global trade. Perhaps more dangerous than the policy itself is just how silly it makes the administration look.
9 mins
