Rathbones Asset Management

Data centres are the beating heart of the digital economy – and the engine room behind the AI boom. But as these engines of the cloud multiply, communities are asking a simple question: who pays the price in water, electricity and quality of life? Sustainable investment analyst Neil Smith explores why local pushback is rising, and how some hyperscalers are trying to earn the trust it needs to keep building.

When Will McIntosh-Whyte and David Coombs launched our Rathbone Greenbank Multi-Asset Portfolios five years ago, the mandate was clear: own companies that didn't just do well, but that also improved the world. ASML was there on day one.

As AI transforms the speed and breadth of market analysis, Rathbone Income Fund Manager Carl Stick asks an uncomfortable question: what happens when investors stop doing the thinking themselves?

The SpaceX IPO will be the most hyped stock market debut in history, argues Rathbone Multi-Asset Portfolios Fund Manager David Coombs. He explains how his team already own many of the space economy suppliers.