The UK stock market is far more interesting than the headlines suggest, if you know where to look. Rathbone UK Opportunities Fund Manager Alexandra Jackson explains where she’s finding great companies.
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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.