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Three reasons to stick with investment grade corporate bonds
Last Updated: September 30, 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. Credit Suisse’s demise was particularly unsettling since, as we explain here, it involved Swiss regulators’ controversial decision to wipe out the value of its Additional Tier 1 (AT1) bonds, a form of debt issued only by banks to bolster equity when they get into trouble.
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?
A step change for the UK?
Last Updated: September 30, 2025
It’s not just high-street shoppers who are getting more cost-conscious. Investors too are focusing more on how much value they’re getting for their money. Rathbone Income Fund co-manager Alan Dobbie asks whether this could signal a step-change for UK stocks.
Artificial returns?
Last Updated: September 30, 2025
Virtually everyone you talk to is bearish. The future is uncertain. Inflation isn’t falling as fast as everyone would like. Costs from labour to debt interest payments are rising. Central bankers are like a riddle of sphinxes. And yet, stocks are comfortably up year to date, particularly the digital titans of America: Microsoft, Alphabet, Apple and Amazon, all of which we own, and Meta and Telsa, which we don’t.
Peak China? It’s been and gone
Last Updated: September 30, 2025
Peak China? That’s the question raised in the latest edition of the Economist. Rathbones head of asset allocation Oliver Jones summarises why we think the days of super-charged Chinese growth are over.
Of robot overlords and paperclips
Last Updated: September 30, 2025
Artificial intelligence is invading our world one conversation at a time. True to form, head of multi-asset investments David Coombs is hedging his bets about how it will affect his portfolios – and his job.
Why the long face?
Last Updated: September 30, 2025
After a tough few years for the UK, things are starting to look up, argues Rathbone UK Opportunities Fund manager Alexandra Jackson. The chances of recession have dropped, political stability has returned and profits are cheap. When will investors notice?
Sustainability is about people, not just the environment
Last Updated: September 30, 2025
The planet and its climate get most of the attention with sustainable investors. Rathbones sustainable multi-asset investment specialist Rahab Paracha explains why improving people’s lives is perhaps more important and how that may even help solve our environmental problems.
Live long and prosper?
Last Updated: September 30, 2025
We tend to view the ageing of our society as a worrying thing. Rathbone Income Fund co-manager Carl Stick favours a more positive spin that recognises that greater longevity gives us longer futures, widening our options to work, spend and save.
A far-sighted perspective on near-term bond market moves
Last Updated: September 30, 2025
Tilting towards shorter-term bonds has made sense as interest rates have marched higher. But Head of Fixed Income Bryn Jones explains why he’s now panning out to longer-perspectives and adding more interest rate risk (duration) to his funds.
Time for a change
Last Updated: September 30, 2025
Much of the world’s water infrastructure has suffered from years of neglect and lack of investment. Rathbone Greenbank Global Sustainability Fund manager David Harrison looks at the solutions.
Nothing to fear but fear itself?
Last Updated: September 30, 2025
After braving Italian traffic, Head of Multi-Asset Investments David Coombs is in no mood to sit on the sidelines. But he worries that the fear-driven race to avoid missing the stock market’s few biggest winners could screech to a sudden halt.