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2024 Outlooks
Last Updated: September 30, 2025
Fund managers from Rathbones Asset Management set out their views for 2024
Multi-asset webcast | February 2024
Last Updated: September 30, 2025
We are delighted to invite you to our upcoming webcast with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios on Wednesday 14 February at 10.00am.
In Conversation January 2024
Last Updated: September 30, 2025
The latest edition of In Conversation has arrived. Our managers explain how they are navigating current challenges and finding opportunities, they also outline fund performance, positioning and what they believe lies ahead.
Black Sheep Down
Last Updated: September 30, 2025
The Magnificent Seven was the buzz phrase of 2023 as seven stocks drove so much of the return from US equity markets. America isn't the only place with a concentration issue though: it’s the same picture in Europe and the UK. The team look forward and discuss what risks and opportunities may lie ahead as a result of this phenomenon. They then turn to the defence sector and why there might be some meaningful changes afoot to drive more government spending in this area. Finally, Canadian e-commerce company Shopify is on the agenda as the team outline the company's broad appeal, along with the ups and downs of their journey owning this name.
Hot Topix
Last Updated: September 30, 2025
While the US economy and markets seemingly look in a pretty good place right now, the team discuss one of the potential flies in the ointment: US commercial real estate. Many worries have been floated about large cuts to office property values – are they valid? And if so what second order impacts could there be? The focus then turns eastward to the rise of Japan’s stock market and increased investor interest. This leads the team to discuss whether years of corporate reform could mean a new dawn for the nation or just another false one. Finally, the Magnificent Seven is tackled head on as the team discuss Nvidia, the darling of the market, to highlight what the company does, how it has changed, and why it has earned plaudits and a stratospheric share price rise.
Multi-Asset Webcast | April 2024
Last Updated: September 30, 2025
We are delighted to invite you to our upcoming webcast with David Coombs, Head of Multi-Asset Investments on Wednesday 24 April at 10.00am.
Income Fund Webinar
Last Updated: September 30, 2025
Catalysts for the UK market and the Rathbone Income Fund. It is a question that we and most investment houses have revisited time and time again for the best part of a decade, what is the catalyst for the resurgence of the UK market?
No Cuts No Glory
Last Updated: September 30, 2025
With plenty of debate about the state of the US economy, whether the inflation dragon is slain or not, if the landing will be a soft one, and when the Fed might start cutting rates, the team discuss whether the US economic porridge is too hot, too cold or just right.
Going into Labour
Last Updated: September 30, 2025
In an election extravaganza of a year the team discuss how they will navigate the many political changes which may be ahead, Plus, they delve into diversification and the UK medical equipment company Smith & Nephew.
Multi-Asset Masterclass | May 2024
Last Updated: September 30, 2025
Watch David Coombs, Head of Multi-Asset Investments, along with other panellists, as they discuss the current investment landscape.
Quantum Leap
Last Updated: September 30, 2025
Inflation is on our agenda but not quite in the way you might expect. We discuss the outlook for inflation in the longer term and consider how some big structural changes could shift perceptions on what’s a ‘normal’ rate of inflation.
Multi-Asset Webcast | July 2024
Last Updated: September 30, 2025
Rathbones Asset Management are delighted to invite you to our upcoming webcast with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios.