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The buzz on Anthropocene theory
Last Updated: May 15, 2025
We’re living in an era in which human activity is radically changing the planet, according to a raft of scientific data. Bryn Jones, lead manager of our Ethical Bond Fund, explains how this influences his team’s long-term decisions.
Zombie financing
Last Updated: May 15, 2025
Charlton Heston and our head of multi-asset investments David Coombs have little in common. But they both hate the walking dead.
Valuation matters
Last Updated: May 15, 2025
While the drops in the prices of some of the world’s hottest (and most expensive) stocks are eye-watering, Rathbone Income Fund managers Carl Stick and Alan Dobbie argue there’s a reason for the extent of the falls. They ask: did too many investors simply forget that valuation matters.
Strikes are a warning for all
Last Updated: May 15, 2025
Strikes are synonymous with railway workers these days, but the reasons behind the latest one affect everyone, argues our multi-asset portfolios lead manager, David Coombs. Wages have stagnated for years, yet higher inflation is now making that untenable.
Bye Bye Bojo
Last Updated: May 15, 2025
As the Conservative Party spends the summer trying to find a new leader our head of multi-asset investments David Coombs looks at the potential impact on economic strategy.
Can cloud computing withstand the heat?
Last Updated: May 15, 2025
With inflation as hot as London in July, the technology sector has been buffeted more than most. But equity analyst Ben Derber explains why cloud computing may prove to be especially resilient.
Being green is in fashion
Last Updated: May 15, 2025
Fashion companies are falling over themselves to show they are improving their questionable sustainability credentials. Yet some of their marketing has got ahead of realities of the shop floor, notes sustainable multi-asset investment specialist Rahab Paracha.
Mopping up the greenwash
Last Updated: May 15, 2025
Working the doom-scrolling nightshift sends Rahab Paracha deep into the metaphorical forest on the problem of ‘greenwashing’. Our sustainable multi-asset investment specialist looks at the regulator’s proposed new rules to stamp the practice out among fund managers.
Can ‘quality’ stocks deliver recession resilience at a reasonable price?
Last Updated: May 15, 2025
Slowing economic growth, high inflation and rising interest rates are weighing heavily on global equity markets. Favouring different equity ‘styles’ is one way to try to protect portfolios. Head of equities Sanjiv Tumkur explains that stocks with strong ‘quality’ characteristics tend to outperform in economic slowdowns. So what defines a ‘quality’ company?
Bonds and (investment) goals
Last Updated: May 15, 2025
As head of fixed income Bryn Jones remembers his favourite World Cup, he asks whether investors might want to think about revisiting their bond allocations as they try to meet their investment goals.
In Conversation September 2022
Last Updated: May 15, 2025
The latest series of ‘In conversation’ has landed. A lot has happened since our last fund updates: find out how our fund managers have been positioning their funds, navigating challenges and seeking out opportunities.
Low expectations, even lower valuations
Last Updated: May 15, 2025
Britain has suffered through an omnicrisis for almost six months and recession looms on the horizon. And yet UK markets have been a bright spot, notes Rathbone Income Fund co-manager Alan Dobbie. What’s going on?