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Rathbones launches new report: The Value of ESG
Last Updated: September 30, 2025
How mainstream is ESG investing within today’s adviser world?
Managing expectations
Last Updated: September 30, 2025
The hard data is coming in and so far companies have fared better through the pandemic than expected. Just how long complete recovery will take no one knows, but as chief economist Julian Chillingworth notes, we maintain our long-held belief in the human capacity to co-operate and solve problems.
Best Alpha Manager - Global Developed Equities
Last Updated: September 30, 2025
James Thomson, manager of the Rathbone Global Opportunities Fund, has picked up Best Alpha Manager, Global Developed Equities at FE fundinfo’s 2020 Alpha Manager Awards!
Alternative strategies can help to protect portfolios in times of crisis
Last Updated: September 30, 2025
Absolute return strategies, named for their purpose of providing a source of positive returns over the whole market cycle, have suffered negative press for some time. These funds, which we call actively managed diversifiers, have been criticised for underperformance relative to broader equity markets.
Ready or not? Research reveals differences in preparedness as advisers brace for ESG demands
Last Updated: September 30, 2025
With upcoming MiFID II measures set to compel advisers to ask clients about ESG, recent research commissioned by Rathbones1 questioned advisers on how they are preparing for a more ESG-focused future.
Get ready for a change to capital gains tax
Last Updated: September 30, 2025
Chancellor Rishi Sunak has written to the Office for Tax Simplification, calling for a review of capital gains tax (CGT). What might the Chancellor do — and how can investors limit their exposure to the tax if it rises as sharply as many expect?
Review of the week: Otherwise fine
Last Updated: September 30, 2025
As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures. Chief investment officer Julian Chillingworth is chipper enough, albeit with an umbrella under his arm.
Review of the week: Balancing act
Last Updated: September 30, 2025
The infectiousness of COVID-19 means economic growth is often bundled with new cases. Governments, people and businesses have to make hard choices, argues chief investment officer Julian Chillingworth, and the conundrum isn’t going away soon.
A patchy summer
Last Updated: September 30, 2025
As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures.
Rathbone Multi Asset Portfolios webcast - Wednesday 30 September
Last Updated: September 30, 2025
Co-Fund Manager of the Rathbone Multi-Asset Portfolios fund range Will McIntosh-Whyte will discuss fund performance.
Review of the week: Post-holiday blues
Last Updated: September 30, 2025
As winter approaches, the news looks glum. Yet we should take heart from our ability to adapt, argues chief investment officer Julian Chillingworth.
Investment Update Q4 2020: Time to put on the varifocals
Last Updated: September 30, 2025
Depending on what lens you choose, the value of equities can vary widely. We’ve looked through as many as we can, and we’re maintaining a vigilant optimism.