The latest news and views from our professional adviser blog
Cheaper bonds mean cheaper stocks
A hefty jump in US Treasury yields seems the most likely reason for October’s abrupt sell-off. But chief investment officer Julian Chillingworth finds it hard to believe the US economy is about to keel over, given recent data, and believes equities – while volatile – should remain the place to be for the foreseeable future.
DFM and the quest for personalisation
One of the main barriers facing discretionary fund managers (DFMs) is the perception that too few offer the level of personalisation needed to warrant an extra layer of cost.
Breaking down the barriers to DFM
Costs, performance and even fears of clients being stolen are all major concerns for advisers that have stood firm against the rising tide of third-party investment management services in recent years.
Underneath the arches
David Coombs, our head of multi-asset investments, has been watching too much EastEnders. But it’s got him thinking about how assets can be dressed up as something else.
Beware the guru
Elon Musk has got himself in hot water with the SEC after months of erratic behaviour. Our head of multi-asset investments, David Coombs, ponders the effects of hubris.
A brand new world: challenges to established brands
Companies selling big global brands have come to be known as ‘dividend aristocrats’ because of their long track records of stable earnings power. Rathbones’ head of equity research Sanjiv Tumkur discusses how these ‘branded gentry’ are under threat in a rapidly changing consumer landscape, and how some are adapting.
Hope and glory
In some ways, the US and UK are more alike than ever: both are wrestling with their identities as nations. And yet the Special Relationship is a study in contrasts economically, notes chief investment officer Julian Chillingworth.
Diamonds in the Bo…rough
Will McIntosh-Whyte, assistant manager of our multi-asset funds, finds a few hidden gems while exploring his new digs in zone one. He found another in Wisconsin, USA.
It’s the real (skinny) thing
Coca-Cola’s purchase of Costa Coffee is a smart move away from sugar and gives the company plenty of options, argues head of multi-asset investments David Coombs. And the growth in coffee sales may surprise you …
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