Fund insights
Our latest comments and analysis on key investment topics and markets
Join Rathbones Asset Management fund managers as they discuss how they’re navigating market challenges and finding opportunities, outline fund performance and positioning and explain how they see the world.
In Conversation September 2024
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.
1 min
In Conversation January 2024
The latest edition of In Conversation has arrived. Our managers explain how they are navigating current challenges and finding opportunities, they also outline fund performance, positioning and what they believe lies ahead.
1 min
In Conversation September 2023
The latest edition of In Conversation has landed. Our managers explain how they are navigating current challenges and opportunities, outlining fund performance, positioning and what they believe lies ahead.
1 min
In Conversation February 2023
Join head of regional sales Ben Johnson as he introduces the latest In Conversation series. This series of video updates are here to provide you with the most up-to-date insights; portfolio positioning, performance and outlook.
For Financial Advisers Only
1 min
In Conversation September 2022
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.
1 min
In Conversation January 2022
Much has happened since our last series. COVID-19 threw us another curveball with Omicron spreading fast. This aggravated existing supply chain and employment issues, fuelling inflation and political instability. Central bankers are under pressure to tighten monetary policy earlier than expected. So, what does this all mean for investor sentiment?
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
Asset TV is a leading research and learning platform for investment professionals. Watch Rathbones Asset Management fund managers as they discuss a wide range of topics with panels of industry experts.
Keep up to date with the latest thinking and insights from Rathbones Asset Management’s fund managers. Register here for upcoming webinars or watch on demand.
Multi-asset webcast | February 2023
1 min
A Lidl less compensation
The team kick off 2023 discussing the outlook for the year ahead: what stays the same, what changes, and why it’s important not to overreact simply because there’s a new calendar adorning our desks. They also discuss whether consumers trading down in household staples will mean less-resilient revenues, and why they think global skincare and cosmetics giant Estee Lauder presents a different story to its peers.
2 mins
The quotes of Christmas past
Join the whole Sharpe End team for the Christmas special edition where Craig, Rahab, and Will hold David to account for his predictions for 2022. Just how well did David call the fortunes of the UK economy? How accurate were his views on speculative technology and cryptocurrency? And, importantly, did he beat last year’s score of 4.5 points!?
2 mins
QuidDitch
The team ponder whether, after the not-so-mini reaction to the Chancellor’s ‘mini-budget’, it’s finally time to buy UK bonds again or whether US Treasuries still look a better place for capital, and explain how they are tackling currency exposure in the face of a continually volatile pound. Also, what does the return to a world of higher costs of capital and risk-free rates mean for markets, and how should it change how we invest?
2 mins
Rathbones multi-asset investment update | October 2022
Fund Manager Will McIntosh-Whyte, Rathbone Multi-Asset Portfolios and Rathbone Greenbank Multi-Asset portfolios, will give an update on the funds and discuss some of the topics that are front of mind.
1 min
The Jackson Dive
Have US Fed Chair Jerome Powell’s comments at Jackson Hole spooked the team as much as they spooked the market? This month, David, Will, and Craig also discuss how much attention to pay to the weakening US housing market, and finally touch on the video game industry and how it should remain an exciting place to invest for many years to come.
2 mins
Penny Drain
We may have (finally) reached peak inflation, argue David, Will and Rahab this month. Also, they explain how the Tory leadership campaign made them reassess the benefits and pitfalls of deregulation, and why they think water is an exciting investment theme for their portfolios.
2 mins
Feeling the Pinch
This month, David, Will and Craig discuss the wide-ranging impacts of the energy market’s current stresses and complexities. Also, despite some expected post-pandemic catch-up in consumer services spending, the team aren’t tempted by many businesses that have benefited. Finally, they discuss the departure of Prime Minister Boris Johnson in real time and what it might mean for fiscal policy and the UK economy.
2 mins
Rathbones multi-asset investment update | July 2022
In the final webcast before the summer holiday season, David Coombs, head of multi-asset investments and Will McIntosh-Whyte, fund manager, will be providing a multi-asset team update covering:
- Is recession in the US now a foregone conclusion?
- Will the US Federal Reserve need to cut rates in 2023?
- Are cyclicals a help or hindrance in the current inflationary environment?
- Are consumer staples the best form of defence in a slowing economy?
- How the team are approaching managing the portfolios in this volatile market.
1 min
Never mind the Clorox
Why is credit starting to look attractive to David, Will and Craig for the first time in quite a while? Also, the team question how resilient consumer staples companies may be in the current environment and explain why they are still comfortable with composite decking manufacturer Trex despite a tough year so far.
2 mins
Bear necessities
This month, David, Will and Craig discuss managing a portfolio in a bear market and avoiding the pitfalls of emotional decisions, their love/hate relationship with the hamster wheel of earnings season, and why – despite attracting the attention of a rather eccentric billionaire – pure play social media companies have never really turned their heads.
2 mins
American beauty
This month, David Will and Rahab try to make sense of what simultaneous recessionary and inflationary risks mean for markets and central bank policy. Also, what does the difficult start to the year for ESG investing mean for its future? And they explain why Ulta Beauty has been surprisingly resilient despite rocky markets.
2 mins