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If you can make it in America, you can make it anywhere
Last Updated: September 30, 2025
What struck me is that for the first time, US investors were actually asking about ESG. That may sound silly, but the US has been very far behind Europe and the UK in this regard.
Not just a pivot: technology solving real world problems
Last Updated: September 30, 2025
Everybody wants to invest in technology companies and every company wants to be one. This is as true in 30˚C Florida as it is on the frozen shores of Lake Michigan, in Milwaukee.
Silicon Valley feels like the Roman Empire
Last Updated: September 30, 2025
It’s where budding tech entrepreneurs want to be, it’s the engine room of the West Coast that accounted for 60% of all US private equity dollars invested in 2018. It is arguably Rome for the digital 21st century.
Review of the week: Get with the programme
Last Updated: September 30, 2025
Unlike with South American asylum seekers, tanks and razor wire won’t keep climate change from encroaching on your borders. Chief investment officer Julian Chillingworth looks at the latest US tariff threats.
In pursuit of green
Last Updated: September 30, 2025
Sustainable investing isn’t just about avoiding the risks of outdated businesses or environmental PR disasters, explains our Global Sustainability Fund manager, David Harrison. It’s also about spotting opportunities that can be captured if you keep your eyes on the future instead of the past.
Chart of the week: Big pond; small fish
Last Updated: September 30, 2025
The UK economy is small, which may sound a little strange if you know that we have the world’s fifth-largest economy by gross domestic product. But we only contributed about 2% to global economic output last year – not enough to influence global asset prices, interest rates or the pace of global growth in any meaningful way. So the good news is that Brexit is not a globally systemic event, like the financial crisis of 2007-08 or the European debt crisis of 2011-12.
10 years ago, I dreamed a dream
Last Updated: September 30, 2025
They used to call David Coombs crazy. When he set up our multi-asset funds 10 years ago, many people didn’t get why we were setting targets for return and risk that investors could hold us to.
Review of the week: Mexican stand off
Last Updated: September 30, 2025
The week starts with a temporary reprieve in the Mexican stand-off, but will it last? Chief investment officer Julian Chillingworth looks at the prevailing winds in US trade rhetoric, the hot air here at home and the anti-trust threat heating up for America’s tech giants.
10 more years of evolution
Last Updated: September 30, 2025
When we set up our multi-asset funds 10 years ago, we thought people would appreciate accountability and value reliability. Turns out we were onto something. Rathbones head of multi-asset investments David Coombs looks forward to the next decade.
10 more years of evolution
Last Updated: September 30, 2025
When we set up our multi-asset funds 10 years ago, we thought people would appreciate accountability and value reliability. Turns out we were onto something. Rathbones head of multi-asset investments David Coombs looks forward to the next decade.
China, emerged
Last Updated: September 30, 2025
The death of the Chinese economic miracle has been greatly exaggerated many, many times. Rathbones head of multi-asset investments David Coombs thinks you need to think differently about the Eastern giant.
Politics matters now
Last Updated: September 30, 2025
All around the world, people are angry. And when voters vent, politicians tend to react. Rathbones head of multi-asset investments David Coombs looks at how that may change the landscape for investors.