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White collar robots
Last Updated: September 30, 2025
Artificial intelligence is coming for your job. There are benefits and drawbacks to this, Rathbones head of multi-asset investments David Coombs notes, but he thinks society will end up taking it in its stride.
Fighting the last war
Last Updated: September 30, 2025
You spend so much time in the present that oftentimes you forget there was a past and there will be a future. Rathbones head of multi-asset investments David Coombs dredges up a sad past and ponders a hopeful future.
Changes to the funds
Last Updated: September 30, 2025
With growth comes change, and change can be good. We’ve enjoyed the benefits of greater scale and better control of risks that growth has enabled, while resisting the pressures to sacrifice quality for lower costs.
When I’m 64
Last Updated: September 30, 2025
Nobody knows what the future holds, but we hope you enjoy David’s ‘predictions’ of what might happen before he turns 64.
Chart of the week: Every cloud has a golden lining
Last Updated: September 30, 2025
The old investment adage of buying gold to protect your wealth from money-printing central banks inflating it away doesn’t quite sit well with us. Our research shows gold tends to be a poor way of protecting your wealth from inflation. However, gold has historically attracted many investors when things get rocky, pushing its price higher. So, holding a small amount can be a good way to reduce the volatility of your portfolio.
Review of the week: All eyes on the money printers
Last Updated: September 30, 2025
These days, when markets get a bit rocky investors shuffle their feet and hint to central bankers that firing up the money presses would be a great idea. Our chief investment officer Julian Chillingworth sets the scene for a potentially blockbuster week of monetary policy.
New EU inmates take over the asylum
Last Updated: September 30, 2025
The world seemed to unravel further last month, with British voters electing members to the EU Parliament whose goal is to leave it, and Donald Trump continuing to wield his trade cudgel. Our chief investment officer Julian Chillingworth considers the implications.
Review of the week: Can warm words stop a cold war?
Last Updated: September 30, 2025
Last week chief investment officer Julian Chillingworth set the scene for what proved to be a week of happy mood music from major central banks. This week all ears will be tuned to the G20 summit of world leaders in the hope of hearing more of the same on the trade front.
Review of the week: Unmoored
Last Updated: September 30, 2025
US stocks posted their strongest first-six-month performance in decades this year. This boom is a bit incongruous considering many of the risks that have dogged investors in 2019 notes our chief investment officer, Julian Chillingworth.
Investment Update Q3 2019
Last Updated: September 30, 2025
A time to be defensive, but also a time for calm. Amid slowing growth, trade war, tensions with Iran and never-ending Brexit, defence may be the best offence
Chart of the week: Taking up the challenge
Last Updated: September 30, 2025
Over the past decade, appetite for sustainable investment has increased across the global asset management industry and in the US, sustainably managed assets now represent 26% of the total. Commitment to the Stewardship Code has also shot up as and more managers have become involved in proxy voting and other forms of engagement with underlying companies. We’ve been doing this for a while – this year marks a decade since Rathbones signed the UN-backed Principles for Responsible Investment (PRI).
Review of the Week: Busting the narrative
Last Updated: September 30, 2025
After getting all fired up for interest rate cuts, decent American economic data spoiled the mood last week. Our chief investment officer, Julian Chillingworth, notes the growing disconnect between investors’ expectations and economic reality.