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FE Alpha Manager Hall of Fame
Last Updated: September 30, 2025
James Thomson, is named as one of 61 fund managers entering the FE Alpha Manager Hall of Fame for 2019.
Review of the week: The unconquerable bull
Last Updated: September 30, 2025
Global equities shrugged off some bad news to post remarkable gains in the first quarter. Julian Chillingworth, our chief investment officer, thinks it’s time to shuffle toward the exit – but not too fast.
A better place to be
Last Updated: September 30, 2025
As we move into the new financial year we begin to access the outlook for global markets as we look out to 2020 and beyond. How can investor’s best position themselves amid changing central bank policies and geopolitical risks? David Coombs, Head of multi-asset investments at Rathbones discusses.
Either you’re good or you’re dead
Last Updated: September 30, 2025
More than anything else, one thing has been at the top of our mind lately: in business, if you’re not the cheapest or the best, you’re toast.
What we could be talking about …
Last Updated: September 30, 2025
It’s hard to see anything beyond Brexit in the UK’s future, but UK Opportunities fund manager Alexandra Jackson has been noting a real resurgence in the fortunes of British households. If only they felt confident enough to start spending.
Investment Insights Q2 2019
Last Updated: September 30, 2025
As the UK works through a significant moment in history, policies that boost trade and investment could relieve the country’s economic malaise.
Chart of the week: Europe needs healthier banks
Last Updated: September 30, 2025
Large loan-loss provisions hamper Europe’s banks. These provisions cover things like bad loans and customer defaults and cost the sector a lot. The problem is particularly acute in Portugal and Italy but still prevalent in all the major European economies. The region needs recovery in its banking sector before the long-awaited upswing in its indices can begin. Until Europe’s banks free themselves from bad debt, the region will remain stuck in economic mud.
Review of the week: Schism
Last Updated: September 30, 2025
The Conservative Party has politicked itself into a terrible bind, explains Julian Chillingworth, our chief investment officer. The consequences for the country could be momentous
Delay, delay: Groundhog Day
Last Updated: September 30, 2025
The fog of uncertainty won’t disperse anytime soon. But the FTSE is an international market, defensive and quite possibly one of the better places to be as global growth slows.
Chart of the week: Globalisation buffers portfolios
Last Updated: September 30, 2025
A quick look at the geographic exposure of the UK stock market reveals that the vast majority of UK stock market earnings are sourced from overseas. This is great news, as it means that our stock market is exposed to faster-growing economies which should boost revenue growth for UK equities. The benefits of globalisation should buffer any heavily UK-exposed portfolios. Read more about the future of our economy in our latest Investment Insights.
Review of the week: Brexit - trick or treat?
Last Updated: September 30, 2025
It seems only fitting that our new Brexit date coincides with Halloween – will it be ‘trick’ or ‘treat’?
Mixed signals
Last Updated: September 30, 2025
Equity markets are in a happy mood, climbing through a fog of uncertainty with omens of recession tolling from the bond market. Julian Chillingworth, Rathbones chief investment officer, explains why we think it still makes sense to stay invested, but with vigilance.