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Roadkill II
Last Updated: September 30, 2025
It can be hard to spot the time flowing by as the days roll into weeks and months into years, laments multi-asset fund manager Will McIntosh-Whyte. And you’d better be careful, he warns, because inflation works just the same way.
No-deal panic in Purton
Last Updated: September 30, 2025
As Brexit uncertainty descends into the ridiculous, head of multi-asset investments David Coombs finds himself in the strange position of hoping for a no-deal to bring some clarity.
Time to buckle up
Last Updated: September 30, 2025
New threats require new defences. Our head of multi-asset investments David Coombs explains how he’s filling the sandbags to protect his funds against a populist storm.
Be clear, be trustworthy
Last Updated: September 30, 2025
Brits are on board with investing sustainably to make the world a better place, but impenetrable jargon and complicated processes are preventing them from doing so. We need to try harder to speak their language, says Rathbone Global Sustainability Fund manager David Harrison.
Professional Adviser Awards 2022 – success for the multi-asset team!
Last Updated: September 30, 2025
We are delighted to announce that the multi-asset team won three awards, including the coveted ‘Multi-Asset Group of the Year’ at Professional Adviser magazine’s adviser and investment awards 2022.
Review of the week: Behind the times
Last Updated: September 30, 2025
Central banks, squarely behind the curve, are preparing to raise rates swiftly. Inflation should be peaking, yet a European oil embargo is becoming more likely.
Bear necessities
Last Updated: September 30, 2025
This month, David, Will and Craig discuss managing a portfolio in a bear market and avoiding the pitfalls of emotional decisions, their love/hate relationship with the hamster wheel of earnings season, and why – despite attracting the attention of a rather eccentric billionaire – pure play social media companies have never really turned their heads.
Review of the week: The dollar ascendant
Last Updated: September 30, 2025
US monetary policy is tightening, sending the greenback higher. This should ease US inflation even as it squeezes the costs of living and doing business for foreign markets.
Review of the week: The balancing act is back
Last Updated: September 30, 2025
Central bankers have spent years focussing their efforts on fighting deflation. Now that long-dormant inflation is back, they have to stop it from bedding in while avoiding sending the economy into recession.
Review of the week: Outline of a bear market
Last Updated: September 30, 2025
Stocks are flirting with levels that delineate a depressed market. The mood is gloomy and the risk of recession is real, but are investors pricing in too much bad news?
Review of the week: So bearish, it’s bullish
Last Updated: September 30, 2025
Ever been so happy it makes you sad? Ever been so distraught it makes you smile? Humanity is complicated, which makes markets tough to read as well.
Never mind the Clorox
Last Updated: September 30, 2025
Why is credit starting to look attractive to David, Will and Craig for the first time in quite a while? Also, the team question how resilient consumer staples companies may be in the current environment and explain why they are still comfortable with composite decking manufacturer Trex despite a tough year so far.