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Where the wind blows
Last Updated: May 15, 2025
Rathbone Global Sustainability Fund manager David Harrison discusses the rise of renewable energy and how it is making a more sustainable world.
The great property shakeout
Last Updated: September 30, 2025
COVID may be about to rock the property world to its foundations. Such dislocations tend to create opportunities for investors, notes head of multi-asset investments David Coombs, but they don’t come without risk.
Review of the week: Back on track?
Last Updated: September 30, 2025
Stocks and bonds ended the month – and first quarter –nearing the top ends of the trading ranges in place since late last year. But there’s still much uncertainty about the inflation and growth outlook, particularly if energy prices start rising again.
Review of the week: The world has changed
Last Updated: September 30, 2025
Money was easy to come by in the 2010s, for businesses, households and governments. With interest rates now much higher, hard decisions loom.
Three reasons to stick with investment grade corporate bonds
Last Updated: December 19, 2025
By and large, corporate bond markets are steadying again after the shockwaves triggered by the collapse of three US regional banks and Swiss banking giant Credit Suisse.
Review of the week: The cost of drama
Last Updated: September 30, 2025
Markets are riven over weighty questions about the economic strength of our households and businesses clashing with higher living costs, and all the while lurks the menace of unknown consequences created by a rapidly changed world.
Wake me up when recession ends
Last Updated: September 30, 2025
Given all the recession chat, Rahab tries to bring some positivity to this episode and challenges Will and David to build a bull case for investing. Following the UK’s Green Day announcements, the team also discuss why it seems net-zero is falling down the priority list, what this means for electric vehicles and why they believe global auto technology company Aptiv could be the winner in this space.
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Multi-asset webcast | May 2023
Last Updated: September 30, 2025
Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios, will give an update on the funds, discuss if this is the most anticipated recession in history and if US legislation designed to improve competitiveness and drive innovation is setting the stage for a manufacturing boom.
Olyniaeth – it’s Welsh for succession
Last Updated: September 30, 2025
The market to supply new-fangled electronics for tomorrow’s smarter, cleaner cars has captivated head of multi-asset investments David Coombs for several years. But in a costlier world, could there also be a resurgence in keeping older, dirtier, yet more economical, vehicles running for longer?
European MiFID Template
Last Updated: July 25, 2025
Review of the week: Markets on edge as earnings season picks up pace
Last Updated: September 30, 2025
Investors are fearful of an earnings recession as reporting season steams ahead. Meanwhile, China’s first-quarter GDP estimate suggests its recovery is proving uneven.
Consumer Duty - Asset Management
Last Updated: January 22, 2026
All of the firms in the asset management sector are currently preparing to implement the requirements of the new Consumer Duty.