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. 

Despite some unanticipated giveaways, fiscal policy is tightening dramatically. Political confusion and economic uncertainty further cloud the outlook.

Nobody knows what the future holds, but we hope you enjoy David’s ‘predictions’ of what might happen before he turns 64.

With growth comes change, and change can be good. We’ve enjoyed the benefits of greater scale and better control of risks that growth has enabled, while resisting the pressures to sacrifice quality for lower costs.

You spend so much time in the present that oftentimes you forget there was a past and there will be a future. Rathbones head of multi-asset investments David Coombs dredges up a sad past and ponders a hopeful future.

What happens when we hit peak passive? Rathbones head of multi-asset investments David Coombs wonders how markets will look when dumb money outnumbers the people looking at the accounts.

Artificial intelligence is coming for your job. There are benefits and drawbacks to this, Rathbones head of multi-asset investments David Coombs notes, but he thinks society will end up taking it in its stride.

All around the world, people are angry. And when voters vent, politicians tend to react. Rathbones head of multi-asset investments David Coombs looks at how that may change the landscape for investors.

The death of the Chinese economic miracle has been greatly exaggerated many, many times. Rathbones head of multi-asset investments David Coombs thinks you need to think differently about the Eastern giant.

When we set up our multi-asset funds 10 years ago, we thought people would appreciate accountability and value reliability. Turns out we were onto something. Rathbones head of multi-asset investments David Coombs looks forward to the next decade.