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Don’t blame the young
Last Updated: September 30, 2025
Ed Smith, our head of asset allocation research, debunks the myth that millennials have themselves to blame for the challenging financial futures they face, and provides a dose of reality for advisers and their clients of all generations to consider.
Beats me
Last Updated: September 30, 2025
Nothing hurts more than expecting a cheque yet receiving a bill. Unfortunately, this is happening to millions of Americans right now, explains chief investment officer Julian Chillingworth.
Reality cheque required
Last Updated: September 30, 2025
Ed Smith, our head of asset allocation, looks at the savings shortfall younger generations are likely to face when they reach retirement, and what advisers and their clients can do about it.
Staggered
Last Updated: September 30, 2025
Theresa May has had almost as rough a week as our multi-asset funds assistant manager Will McIntosh-Whyte. Recuperating from a stag party, he wishes Brexit was as simple as his friend’s send-off to married life.
Don’t bet the house on it
Last Updated: September 30, 2025
Rathbones’ head of asset allocation research Ed Smith explains why advisers should encourage their younger clients not to rely on property wealth when it comes to funding their retirements.
How smart is ’smart beta’?
Last Updated: September 30, 2025
Should you expect to get what you pay for when it comes to managing your clients’ investments? Julianne Smith poses the question - how smart is ‘smart beta’?
Thinking for yourself
Last Updated: September 30, 2025
Don’t let robots blindly guide you, warns David Coombs, our head of multi-asset investments. Algorithms are great investors right up to the point when things change – which is more often than programmers would like.
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.
Another can gets kicked
Last Updated: May 15, 2025
Some optimism has helped to bolster markets which have rebounded from the dog box they were in. Julian Chillingworth, Rathbones chief investment officer, explains why we are cautiously confident but still mindful of the looming threats to global growth.
Actions speak louder than tick boxes
Last Updated: May 15, 2025
Mass reporting on ESG factors could backfire, warns David Coombs, our head of multi-asset investments. Better to have active engagement and a deeper understanding of the companies you invest in.
Winner takes all
Last Updated: May 15, 2025
Our asset allocation strategy team considers whether the field of outperforming stocks is narrowing, and comes to an unexpected conclusion worth considering when advising your clients on investments.
Detachment from market mood swings
Last Updated: September 30, 2025
With markets lurching from greed to fear and back again, Rathbones head of multi-asset investments discusses the importance of having good shock absorbers in your portfolio.