A surge in debt-funded AI investment could leave index-tracking strategies more exposed to supply and credit risks. Rathbones’ research highlights the role of active managers in assessing quality and value.
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Our long-term performance track record as an active, high conviction manager is built on a culture of empowerment, independent thinking, and institutional discipline.
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Investors concerned over potential impact of increased bond issuance from AI hyperscalers
Fund selectors expect sustainable and ESG allocations to rise despite market volatility
Demand for sustainable and ESG funds remains resilient, with majority of surveyed fund selectors expecting allocations to increase over the next year despite market uncertainty and political scrutiny.
Drought-hit supply chains expose rising risk to investor returns
Water stress and land degradation are creating growing challenges for companies and investors. Rathbones Asset Management sees opportunities in businesses helping to build more resilient water and food systems.
Attractive valuations drive fund selectors back to active UK equity investment
Rathbones research shows fund selectors are increasingly returning to UK equities, drawn by favourable valuations and long-term growth potential. The findings also point to renewed appetite for active management, particularly in UK mid-caps.
Active fixed income gains favour as fund selectors navigate rate uncertainty
Fund selectors are increasingly looking to active fixed income managers to help navigate ongoing interest rate uncertainty. New Rathbones research highlights the growing importance of flexible duration, credit and currency management in bond portfolios.
Global uncertainty and higher rates drive interest in active strategies
Fund selectors are reassessing portfolio construction as market conditions shift. Rathbones Asset Management’s latest research explores the growing role of active strategies, the asset classes where they are most widely used, and the concerns shaping views on passive investing.
Insights
7 mins
The big bond reset: why higher yields demand sharper choices
Rathbones Asset Management Head of Fixed Income Bryn Jones and Fund Manager Stuart Chilvers explain how higher bond yields are creating a more attractive opportunity set and why making the most of it demands sharper choices.
7 mins
Government bonds: not mushroom for error
Government bonds look tempting at yields of 5.0-5.5%, but so do some of the more dangerous mushrooms you can forage in the autumn. Rathbone Multi-Asset Portfolios Fund Manager Will McIntosh-Whyte explains why telling the tasty from the toxic has rarely mattered more, and why so much now hinges on the oil price.
1 min
Fixed Income Masterclass | High Yields, Active Selection, and AI’s Impact
Watch Christie Goncalves, Fixed Income Assistant Fund Manager, and co-panellists discuss rising rates, expanding deficits, and volatile credit dynamics are reshaping the fixed income landscape, demanding a sharp, highly disciplined strategy.
46 mins
UK Equities Masterclass | Unlocking UK Value: Where the Real Returns Hide
Watch Alan Dobbie, Fund Manager of the Rathbone Income Fund, and co‑panellists discuss why UK Equities sit at a historic discount compared to global markets, creating prime opportunities for sharp investors.