Filters
Rathbone Multi-Asset Portfolios: Bored of Brexit
Last Updated: September 30, 2025
Assistant fund manager Will McIntosh-Whyte discusses how the multi-asset team remain vigilant in positioning the funds in the face of the ongoing saga that is Brexit
Rathbone Multi-Asset Portfolios: Italy - a 'new wind' or a worrying whiff?
Last Updated: September 30, 2025
Will looks at the implications of recent developments in Italian politics, and discusses how the multi-asset funds are positioned.
Multi-Asset update - exploring the China OBORtunity
Last Updated: September 30, 2025
Will looks at China’s One Belt One Road initiative. Is this is Chinese solution to global economic blues? Hear how the multi-asset strategies are allocating to the region.
Are we seeing the start of a technology backlash?
Last Updated: September 30, 2025
If you believe everything you read, Amazon pays no taxes, YouTube advertises terrorism, Facebook hands out our data to the highest bidder and Apple is tracking our every move. Will considers the folly of investing in acronyms and whether this is the start of a technology backlash. Take this opportunity to hear how the strategies are positioned as developments unfold.
Will the UK fall into a recession?
Last Updated: September 30, 2025
Will focuses on the current turbulence in markets with a particular emphasis on Trump's protectionism policies. Take this opportunity to hear how the strategies are positioned as developments unfold
Rathbones International - Multi-Asset update
Last Updated: September 30, 2025
This is the second in a series of monthly updates we will bring to you during 2018 with Assistant Fund Manager Will McIntosh-Whyte. Will shares his views on the global economy and the implications for the Rathbone Multi-Asset portfolios through this year. Take this opportunity to hear how the strategies are positioned as developments unfold
Rathbones International - Multi-Asset update
Last Updated: September 30, 2025
Assistant Fund Manager Will McIntosh-Whyte shares his views on the global economy and the implications for the Rathbone Multi-Asset portfolios through this year. Take this opportunity to hear how the strategies are positioned as developments unfold
Chart of the week: A lag in our R&D spending
Last Updated: September 30, 2025
Productivity growth is falling around the world, but the slowdown is more acute in the UK. This deceleration could be lessened – and even reversed – by investment in research and development (R&D), which kick-starts new technologies and, ultimately, increases growth and productivity. However, the UK’s spending in this area is falling behind other developed economies at a time when we need to be leading the way.
Crunch time (again)
Last Updated: September 30, 2025
We don’t know about you, but over the past year or so we got into the habit of buying our travel money extremely far in advance of holidays.
How a widely used industrial metal takes the global economy’s pulse
Last Updated: September 30, 2025
Want to measure the pulse of the global economy? Ask Dr Copper, or so the adage goes. Copper is all around us. You need it to build a house, a car and a hairdryer. The red metal is even one of the most intensively used raw materials in the green energy revolution — more electrical motors, more battery packs (but fewer internal combustion engines) means more copper wiring. So demand for copper ebbs and flows with the ups and downs of the business cycle.
Chart of the week: Will Brexit have a global impact?
Last Updated: September 30, 2025
Britain is a small, open economy. ‘Small’ may sound a bit strange when by GDP, the UK is the fifth-largest country in the world. But, in fact, we only contribute 2% of global GDP, which means that we aren’t big enough to unilaterally influence global prices, interest rates, or the global economy at all. We are a small economy and we have some big problems, but a Brexit wobble won’t derail the whole global economy.
Review of the week: Cleaning Overton’s Window
Last Updated: September 30, 2025
You could hear the crack of the starting gun echoing around the markets last week: the race for the 2020 Democratic presidential candidacy is on and American equities dipped noticeably. And the leading message from those leading the Democratic pack is that capitalism itself is broken and needs radical reform.