Filters
Review of the week: Just like the old days
Last Updated: September 30, 2025
With COVID cases starting to roll over – in the UK at least – and investors settling down for some old-fashioned Fed watching, everyone is hoping 2022 will be a bit more like pre-pandemic times.
Hike club
Last Updated: September 30, 2025
In the first episode of 2022 David, Will, and Craig try to bring some order to a rather tricky new year for global markets, discussing what risks and opportunities this presents. The team also explain why they aren’t reaching for the gold despite growing geopolitical risks, and why they are buying baser commodities instead.
Looking for the ‘stag’ in stagflation
Last Updated: September 30, 2025
Global equity and bond markets had a bumpy end to 2021 as investors began to fear the worst of both worlds — stagnating output and persistently rising inflation, that nasty combination called stagflation. While we do think inflation will begin to fall back from the spring, there is considerable uncertainty around its outlook. However, fears of stagnating growth look overdone.
Introduction to the 'In conversation' series
Last Updated: September 30, 2025
Join head of regional sales Ben Johnson as he introduces our latest ‘In conversation’ series. A lot has happened since the last check-in with our managers. The world isn’t yet back to normal, yet there are plenty of opportunities on the horizon. Ben explains how these videos provide a concise and pertinent overview of our funds.
Rathbone Global Opportunities Fund
Last Updated: September 30, 2025
Manager James Thomson explains how he picks his best ideas from around the world. As 2022 progresses, he believes we will remain in a world of unreliable growth, with the worst of the supply chain disruption behind us. This could lower the bar for earnings expectations, making for a year of explosive earnings upside, but the journey might be less than smooth.
Rathbone Income Fund
Last Updated: September 30, 2025
Co-managers Alan Dobbie and Carl Stick explain why UK Equity Income could offer an antidote to the corrosive effects of inflation. Throw in better economic news, a UK stock market that’s cheap versus other major markets, and an environment where sentiment can seemingly only get better, then arguably there is a margin of safety in UK income that should warrant careful consideration by investors.
Rathbone UK Opportunities Fund
Last Updated: September 30, 2025
If investors are concerned about global valuations, the UK could offer a rare combination of ‘growth’ and ‘value’. Manager Alexandra Jackson explains how she is buying UK “quality growth superstars” on a postcode-driven discount. With unpredictable COVID-19 outbreaks, tax increases, Brexit wrangling and central bank tightening both here and abroad, she explains how she is navigating hurdles and finding opportunities into 2022.
Rathbone Ethical Bond Fund
Last Updated: September 30, 2025
Manager Bryn Jones believes credit markets will get more volatile over the next six months, driven mainly by government bonds. However, he thinks he is well positioned for this. He also discusses how his fund is meeting growing investor demand for bond strategies that meet positive social and environmental criteria, and considers the themes that excite him most.
Rathbone Greenbank Global Sustainability Fund
Last Updated: September 30, 2025
Manager David Harrison explains how his fund aims to create long-term value for investors, society and the environment. Outlining the huge step-change as more companies truly embrace sustainability, he covers themes such as electrification and improved water infrastructure, as well as giving his take on “greenwashing”. Find out how he’s seeking out the best global companies that fulfil his fund’s rigorous sustainability criteria.
Rathbone High Quality Bond Fund
Last Updated: September 30, 2025
Manager Noelle Cazalis highlights her fund’s focus on bonds issued by high-quality companies operating in resilient industries. With inflationary worries set to continue, she explains how her fund’s focus on shorter-duration investments may help protect investor’s capital.
Rathbone Strategic Bond Fund
Last Updated: September 30, 2025
Manager Bryn Jones explains how his fund aims to deliver low-volatility returns and can pull several different levers as bond market conditions change. He considers the impact of recent interest rate rises and what he expects for the year ahead. He also examines some of the key themes and opportunities he’s finding in credit markets.
In Conversation January 2022
Last Updated: September 30, 2025
Much has happened since our last series. COVID-19 threw us another curveball with Omicron spreading fast. This aggravated existing supply chain and employment issues, fuelling inflation and political instability. Central bankers are under pressure to tighten monetary policy earlier than expected. So, what does this all mean for investor sentiment?