Rathbone Global Opportunities Fund marks its 25th anniversary, having outperformed the IA Global sector average since launch. Manager James Thomson says today’s volatile markets are creating fresh opportunities for disciplined active investors.
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Rathbone Global Opportunities Fund: 25 years of active investing through volatile markets
Rathbones launches Responsible Investment Centre of Excellence
Rathbones has launched a Responsible Investment Centre of Excellence, bringing together its stewardship, ESG integration and sustainable research expertise in one coordinated function to support better long-term client outcomes.
How ‘boring’ UK shares and bonds could make you a millionaire
Fund managers highlight how investing in 'boring,' reliable businesses—those providing essential, regulated, and everyday products—can deliver impressive long-term returns - some far outperforming more 'exciting' but unpredictable market trends.
Why you shouldn’t “sell in May and go away”
Like many pieces of market folklore, 'sell in May and go away' is memorable, but the evidence no longer supports it. Rathbone Multi-Asset Portfolios Fund Manager Will McIntosh‑Whyte explores why this seasonal strategy doesn't stack up.
UK equity income: an ‘unusually polarised’ market
Rathbone Income Fund manager Alan Dobbie says renewed energy-price pressure is squeezing consumers and corporate margins, reinforcing the case for diversified income portfolios and selective stock opportunities.
Rate repricing creates gilt opportunities
Fears of a spike in inflation and an increasingly hawkish tone from central banks have driven exceptional volatility in government bond markets. While growth risks are underestimated, selective opportunities have been emerging in gilts.
Insights
1 min
Asia | Fund Selector Masterclass
Watch Lisa Lim, Head of Asia Ex-Japan Equities, and co‑panellists explore why Asia is more than just an AI supply chain story, discussing everything from the region’s underappreciated growth engines in healthcare and infrastructure to the shifting gravity of corporate governance in Japan and Korea.
5 mins
Five years and a few black swans: running sustainable multi-asset portfolios through the storm
Five years ago, we launched the Rathbone Greenbank Multi-Asset Portfolios in a turbulent time, yet with real tailwinds for sustainable investments. A series of shocks arrived like London buses, Fund Manager Will McIntosh-Whyte remembers, along with a wave of investment that’s pushed clean-tech and sustainable practices towards critical mass.
5 mins
A magnificent opportunity outside Silicon Valley?
AI needs chips, memory, cloud networks and platforms to function. Five tech giants control that infrastructure in emerging markets (EM) and beyond. Yet they’re trading at a fraction of Mag7 valuations. Head of Global EM Equities Tim Love explains why he believes Samsung, TSMC, Alibaba, Reliance and Tencent (START) offer a compelling entry point into global tech growth.