Filters
Rathbones multi-asset investment update | July 2022
Last Updated: September 30, 2025
In the final webcast before the summer holiday season, David Coombs, head of multi-asset investments and Will McIntosh-Whyte, fund manager, will be providing a multi-asset team update covering:
- Is recession in the US now a foregone conclusion?
- Will the US Federal Reserve need to cut rates in 2023?
- Are cyclicals a help or hindrance in the current inflationary environment?
- Are consumer staples the best form of defence in a slowing economy?
- How the team are approaching managing the portfolios in this volatile market.
Review of the week: A tale of halves
Last Updated: September 30, 2025
It was the worst six months in 50 years for US stocks, yet the market is still comfortably higher than before the pandemic struck. Risks have risen, but there’s also room for optimism.
Feeling the Pinch
Last Updated: September 30, 2025
This month, David, Will and Craig discuss the wide-ranging impacts of the energy market’s current stresses and complexities. Also, despite some expected post-pandemic catch-up in consumer services spending, the team aren’t tempted by many businesses that have benefited. Finally, they discuss the departure of Prime Minister Boris Johnson in real time and what it might mean for fiscal policy and the UK economy.
Review of the week: No, Prime Minister
Last Updated: September 30, 2025
It’s bye bye for Boris after one scandal too many, yet it shouldn’t affect UK markets much if at all. Meanwhile, the Bank of England is making sure British banks are as safe as houses.
Review of the week: Hotting up
Last Updated: September 30, 2025
The central banks’ fight against inflation blazes on, now joined by boiling weather all over the Northern Hemisphere. Why does Europe have the toughest path ahead of it?
Review of the week: All eyes on the US
Last Updated: September 30, 2025
The eyes of the world’s markets are firmly on the US as it gears up for a critical week of economic data releases and corporate earnings announcements.
Interactive Multi-Asset Portfolios Website
Last Updated: September 30, 2025
View our new digital experience for advisers. Rathbone Multi-Asset Portfolios - giving you access to a range of resilient and genuinely diversified funds.
Review of the week: England’s pride
Last Updated: September 30, 2025
A faultless tournament from the English women’s football team lands a team of dreamers a top-shelf prize, offering a welcome ray of good news in a tough year.
Review of the week: Bailey’s warning
Last Updated: September 30, 2025
The Old Lady of Threadneedle Street is putting off a ghoulish vibe, giving people the chills despite the summer drought.
Penny Drain
Last Updated: September 30, 2025
We may have (finally) reached peak inflation, argue David, Will and Rahab this month. Also, they explain how the Tory leadership campaign made them reassess the benefits and pitfalls of deregulation, and why they think water is an exciting investment theme for their portfolios.
Review of the week: Now what, Prime Minister?
Last Updated: September 30, 2025
After a lengthy political vacuum over the summer, incoming prime minister Liz Truss must move fast to get to grips with a daunting set of challenges. An energy price cap (costing billions) seems inevitable.
In conversation - February 2021
Last Updated: January 13, 2026
In conversation - February 2021