Filters
Latest Investment commentary - Rathbone SICAV Global Opportunities Fund
Last Updated: May 15, 2025
Review of the week: Move fast and break
Last Updated: September 30, 2025
When banks fail they do so suddenly and the shock can create panic that spreads trouble to other lenders. That’s why US regulators have stepped in swiftly and unambiguously.
A tale of two wars
Last Updated: September 30, 2025
Decades of trade between the US and China boosted living standards considerably in both nations, but their relationship has been fraying for some time. Rathbones head of multi-asset investments David Coombs believes this unravelling is keeping inflation elevated.
Rathbone Income Fund - Investment commentary
Last Updated: May 15, 2025
21st Century rumour mill
Last Updated: September 30, 2025
Work intrudes on head of multi-asset investments David Coombs’s vacation time as Silicon Valley Bank collapses. He marvels at just how fast information – and misinformation – can spread and suggests social media may be a risk to financial stability.
Sleepless in Silicon Valley
Last Updated: September 30, 2025
Trying to unpick the turmoil in the banking sector, the team discuss what happened in the last week or so and what it means for the future, and explain what action they’ve taken as a result. Their gaze then shifts to our fair shores as they ask whether, after a few years in the investment wilderness, the UK could be on the precipice of some structural changes that might support the economy and perhaps the equity market too.
Rathbone SICAV Multi-Asset Enhanced Growth Portfolio - Investment commentary
Last Updated: September 30, 2025
Rathbone SICAV Multi-Asset Enhanced Growth Portfolio - Quarterly Investment commentary
Last Updated: May 15, 2025
Rathbone SICAV Multi-Asset Strategic Growth Portfolio - Investment commentary
Last Updated: May 15, 2025
Rathbone SICAV Multi-Asset Strategic Growth Portfolio - Quarterly Investment commentary
Last Updated: May 15, 2025
Rathbone SICAV Multi-Asset Total Return Portfolio - Quarterly Investment commentary
Last Updated: May 15, 2025
Rathbone SICAV Multi-Asset Total Return Portfolio - Investment commentary
Last Updated: May 15, 2025