Despite a noisy backlash against ESG, Rathbone Greenbank Multi-Asset Portfolios Fund Manager David Coombs argues that the underlying direction of travel hasn't changed – and identifies the themes he believes will drive returns over the next five years.
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3 mins
From luxury to necessity: air-con and ventilation
Britain may not be built for heat, but its future increasingly demands that it is. Rathbone UK Opportunities Fund Manager Alexandra Jackson and Rathbone Greenbank Global Sustainability Fund Manager David Harrison explore the investment case behind cooling, ventilation and climate resilience.
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.