Filters
Do your homework
Last Updated: September 30, 2025
Toiling in the shadows is the lot of investment managers and analysts, argues our head of multi-asset investments David Coombs. For all the client meetings and webcasts, the most important job is finding quality investments. Which is why he had to travel to sunny California last year…
The vicar of drawdown
Last Updated: May 15, 2025
Too much lockdown TV is getting to David Coombs, our head of multi-asset investments. But he may have a point about the varied performance of risk-rated funds and models during the corona crisis.
Uncharted territory
Last Updated: May 15, 2025
During times of crisis, the way companies respond can have a major impact on society as a whole, not just their balance sheets. Rathbone Global Sustainability Fund manager David Harrison discusses why he believes companies with strong sustainability principles have a greater potential to weather the pandemic.
A dog’s not just for lockdown
Last Updated: September 30, 2025
Credit markets have been a crazy place for the past couple of months. But our head of fixed income, Bryn Jones, has got a new friend to keep him (halfway) sane.
Sofa, self-isolation and … S&P 500 put options
Last Updated: May 15, 2025
Instead of reclining poolside on a June holiday abroad, our multi-asset investment specialist Craig Brown is resigned to a staycation. But there will no doubt be plenty of work to keep him and the multi-asset team very busy this year.
Fallen angels
Last Updated: September 30, 2025
‘Fallen angels’ of the bond world are getting a better reception than the disgraced seraphim in Paradise Lost. Pondering the power of the Fed, our head of fixed income Bryn Jones is reminded of John Milton’s epic poem.
Responsible recession
Last Updated: September 30, 2025
With the world in lockdown and experiencing the worst recession in living memory Matt Crossman, our stewardship director, ponders whether the recent trend toward ESG was a luxury afforded by the longest bull market in living memory.
Maradona monetary policy is over
Last Updated: February 4, 2026
Lack of live football has our head of fixed income, Bryn Jones, looking back over past classics. That got him thinking about an old theory of monetary policy that may now be outmoded.
Have a little faith
Last Updated: September 30, 2025
Bad news is feeding many pessimists at the moment. Head of fixed income Bryn Jones sees a different, more optimistic, picture – and he’s investing in it.
Lego Man helps himself
Last Updated: September 30, 2025
After one month of lockdown, multi-asset investment specialist Craig Brown’s hair was unkempt. After two months, it was totally out of control. It’s time for self-help.
The horror of anomalies
Last Updated: September 30, 2025
Some companies are starting to let wishful thinking take over their reporting. Head of fixed income Bryn Jones takes a dim view of EBITDAC.
Safety first
Last Updated: September 30, 2025
The UK is facing a triple crisis: a pandemic, poor leadership and crippling risk aversion that’s spreading throughout everyday life. Multi-asset portfolio funds lead manager David Coombs argues that we are pushing risk into the future.