Asset management media centre

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.

Ianjit Bhatti has joined Rathbones Asset Management as a senior investment analyst, covering technology. His experience will support the firm’s research capability as technological innovation continues to reshape companies, sectors and investment opportunities.

David Harrison, Head of Sustainability at Rathbones Asset Management, argues that investors should judge the energy transition over decades, not market cycles. While clean energy stocks have faced volatility, he sees opportunities in high-quality companies enabling decarbonisation, supported by strong fundamentals and long-term structural demand.