Media Centre

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.

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.

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.

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.

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.

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.