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.
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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.
A third of UK investors prioritise sustainability over returns
Almost a third of UK investors say they would accept lower financial returns in order to invest ethically or sustainably, with younger investors and higher-wealth individuals showing the strongest preference for sustainable investing.
Rathbones Asset Management expands Luxembourg SICAV with GEM fund launch
Rathbones Asset Management Limited announces the launch of the Rathbone SICAV Global Emerging Markets Equity Fund, broadening the Rathbone Luxembourg SICAV Funds range.
AI isn’t green but it can still help sustainability challenges
This year, there is going to be a sharp focus on how artificial intelligence (AI) and sustainability can work efficiently together.
'Trump chaos can benefit markets'
Rathbones Asset Management Fund Managers pick opportunities for 2026
Insights
5 mins
American postcard: SpaceX, stock tips from bellhops, and the AI gold rush
In his latest American postcard, David Harrison looks past the spectacle of one of the largest-ever stock raises to ask what’s really moving markets. Follow the money pouring from AI model owners and hyperscalers to the chipmakers, suppliers and industrial firms standing in front of an enormous wave of spending.
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.