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Investment Update Q3 2019
Last Updated: September 30, 2025
A time to be defensive, but also a time for calm. Amid slowing growth, trade war, tensions with Iran and never-ending Brexit, defence may be the best offence
Chart of the week: Taking up the challenge
Last Updated: September 30, 2025
Over the past decade, appetite for sustainable investment has increased across the global asset management industry and in the US, sustainably managed assets now represent 26% of the total. Commitment to the Stewardship Code has also shot up as and more managers have become involved in proxy voting and other forms of engagement with underlying companies. We’ve been doing this for a while – this year marks a decade since Rathbones signed the UN-backed Principles for Responsible Investment (PRI).
Investment Insights Q3 2019
Last Updated: September 30, 2025
While the Brexit deadline draws closer, the route to a deal between the UK and the European Union (EU) shows no signs of materialising.
Notice to shareholders Letter (merger sub-funds)
Last Updated: September 30, 2025
Rathbone Luxembourg Funds SICAV, mergers of sub-funds
It doesn’t add up
Last Updated: September 30, 2025
Stocks soared to new highs in June, but more pessimistic bond markets tolled a more ominous note amid weaker growth, falling earnings, trade tussles and other troubles. Chief investment officer Julian Chillingworth considers the mixed messages coming from stocks and bonds.
Notice to shareholders Letter (Rathbone SICAV Multi-Asset Enhanced Growth Portfolio Accumulation Sub-Fund)
Last Updated: September 30, 2025
Notice to the shareholders of sub-fund Rathbone Multi-Asset Enhanced Growth Portfolio Accumulation Sub-Fund (the "Sub-Fund")
Chart of the week: FANGs are out
Last Updated: September 30, 2025
News that America’s Department of Justice and Federal Trade Commission will conduct wide-ranging probes into the market power of several tech giants sent their share prices tumbling. Investors fear growth-busting breakups. Telltale warning signs have been floating around for a year, yet they deepened in May and June. These companies have come a long way from the garages and dorm rooms where they were founded. Fresh-faced innovation has given way to mistrusted maturity. The FANGs are just too big and too powerful to be left alone.
Rathbone Multi-Asset Funds: Halfway there, living on a central bank prayer?
Last Updated: September 30, 2025
As we pass the mid-point of the year, central banks have remained front and centre as investors digest their increasingly dovish narrative. On Wednesday 8 May, at 10am (GMT).assistant fund manager Will McIntosh-Whyte discusses how the RMAPs team is positioning portfolios for the second half of the year, as well as looking back at performance in 2019 so far.
Rathbone Multi-Asset Funds: Halfway there, living on a central bank prayer?
Last Updated: September 30, 2025
As we pass the mid-point of the year, central banks have remained front and centre as investors digest their increasingly dovish narrative. On Wednesday 31 July, at 10:30am (GMT).assistant fund manager Will McIntosh-Whyte discusses how the RMAPs team is positioning portfolios for the second half of the year, as well as looking back at performance in 2019 so far.
Chart of the week: Profits under pressure
Last Updated: September 30, 2025
The online shopping squeeze
Chart of the week: China is vulnerable to trade wars
Last Updated: September 30, 2025
No end in sight.
Chart of the week: Microsoft’s metamorphosis
Last Updated: September 30, 2025
Bouncing back from antitrust