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Investment Risk Director for Rathbone Unit Trust Management
Last Updated: September 30, 2025
It is with pleasure that we can announce that Elizabeth Davis has been promoted to the role of Investment Risk Director for Rathbone Unit Trust Management. Although she remains an integral part of the investment team, the managership of the Rathbone Heritage Fund stays within that team, with ultimate responsibility reverting to Carl Stick.
Review of the week: Making sense of the numbers
Last Updated: September 30, 2025
Stock markets shot the lights out in November as news of promising vaccines hit the wires. The realities of distribution have lessened the glow a bit recently, leading investors to start reassessing their approach.
Specialist ETFs offer unique opportunities and risks
Last Updated: September 30, 2025
Some specialist exchange-traded funds (ETFs) are all the rage at the moment, like ‘working from home stocks’ or Biden and Trump baskets, which selected stocks according to whether they were likely to benefit from a victory by the respective candidate. But this approach can go wrong, which is why it’s important to take a close look under the hood before investing in ETFs.
Staying balanced
Last Updated: September 30, 2025
With a clutch of vaccines on the way soon, equity markets were in a buoyant mood in November. But there are still a lot of things we don’t know – and even some things we don’t know that we don’t know…
Review of the week: Playing fair by trade
Last Updated: September 30, 2025
Brexit was always going to be hard. The tortuous negotiation of a trade deal highlights the difficult compromise at its heart: the freedom of sovereignty or the prosperity that comes with smooth trade.
Cup of cheer
Last Updated: September 30, 2025
Article by Melanie Wotherspoon, Client Development Director, Rathbones
Darren had been in prison for much of adulthood when two events transformed his life. The 46-year-old found God, and he found coffee. Faith gave him hope, coffee gave him passion, and Redemption Roasters gave him a job.
Eighteen months since his release from Wormwood Scrubs, Darren is still going straight, working as a barista in the Lamb’s Conduit Street branch of the growing coffee shop chain.
Review of the Week: Last Chance Bistrot
Last Updated: September 30, 2025
Brexit trade deal talks have busted through yet another hard deadline. With time short and relationships strained, it’s time for a Christmas miracle.
The next-gen network
Last Updated: September 30, 2025
5G is being rolled out across the UK. Some say it will revolutionise life as we know it, while others fear it will damage our health and threaten national security. Here we try to answer the need-to-know questions about the new network tech.
Investment Update Q1 2021: Optimistic realism in a vaccinated recovery with Brexit
Last Updated: September 30, 2025
We close a difficult year with a sense of relief, and the tools to deal with the challenges ahead.
Investment Update: Brexit deal brings some clarity, but not without costs
Last Updated: September 30, 2025
A free trade agreement with the EU avoids damaging tariffs, but other barriers remain.
Investment Insights Q1 2021: Life after the virus
Last Updated: January 13, 2026
Financial markets have been on a rollercoaster over the past year. There was a sharp drop in March as countries locked down and then a swift upswing followed, led by technology shares. Even unloved companies, particularly banks and energy firms, have rebounded lately, thanks to good news about vaccines.
Rathbone Multi-Asset Portfolios webcast - Wednesday 13 January 2021
Last Updated: September 30, 2025
In this first webcast of the year David Coombs, head of multi asset investments, will be setting out his outlook for 2021, including thoughts on: COVID reopening; Global Britain; Green New Deals.