Rathbone Multi-Asset Portfolios update : A close shave with Occam's razor
24 October 2018
The simplest solution tends to be the most likely answer. Following early October’s tumble, many different theories for the equity market fall have been thrown around. Join assistant fund manager Will McIntosh-Whyte as he argues you can follow a logical path back to a hefty jump in US Treasury yields stemming from the Federal Reserve’s declaration that interest rates are “a long way from neutral”.

Article last updated 22 July 2025.
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