Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter’s key themes include:

1. Sterling looks overvalued, but currency headwinds may continue for some time.

2. With markets close to fair value, long-short strategies can boost performance.

3. Referendum: "Should Scotland be an independent country?"

4. China - hard landing or managed slowdown?

5. Emerging markets - are bonds a better way to gain exposure than equities?

Read the key issues shaping current investment strategy.

If you would like more information on

Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter’s key themes include:

A strong first half.

Paul Stockton, chief executive, said:

"An acceleration of net inflows in the second quarter helped our funds under management and administration reach £49.4 billion at 30 June 2020, down 2.0% over the half year against a backdrop where the FTSE 100 index decreased by 18.2%. Total net inflows were £1.3 billion in the first half, representing an annualised growth rate of 5.3%, while Investment Management generated annualised net organic growth of 1.4%. Our Unit Trusts business delivered another outstanding performance with net inflows of £0.6 billion, 68.7% ahead of the first

Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter's key themes include:

1. Let’s get political: Market uncertainty and the general election
2. What’s in a number? Disinflationary boom or deflationary bust?
3. Pick a winner: Selective opportunities in emerging markets
4. A world of two halves: Global monetary policies are diverging
5. Sliding down: Lower oil prices create winners and losers

Read the key issues shaping current investment strategy.

If you would like more information on news items, please call Sophie

Rathbones charity team has been shortlisted for the ‘Asset Manager of the Year’ award at the Better Society Awards that will take place in May. The London-based investment firm, which has been operating across the UK since 1742, has been recognised for its work within the charity sector, as well as its ongoing focus around ethical investment.

Organised by the Better Society Network and now in its second year, the Better Society Awards reach out beyond the horizons of any one sector to assess and reward those who are helping to create a better, more equal, ethical and sustainable world.



The

Philip Howell, Chief Executive of Rathbones Group Plc, said:



“The first half of 2018 has been a busy one for Rathbones as we progressed a full project agenda and announced the acquisition of

Speirs & Jeffrey whilst maintaining our focus on day-to-day operations. We remain confident in the outlook for the business.”

Highlights:

 

• Underlying profit before tax* increased 11.5% from £43.3 million to £48.3 million in the first six months of 2018. Underlying profit margin remained strong at 31.5% compared to 30.4% in 2017. Underlying earnings per share increased 11.3% to 76.1p (2017: 68.4p).
• P