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Multi-Asset Webcast | April 2024
Last Updated: September 30, 2025
We are delighted to invite you to our upcoming webcast with David Coombs, Head of Multi-Asset Investments on Wednesday 24 April at 10.00am.
Review of the week: Downward bound
Last Updated: September 30, 2025
After the flurry of central bank decisions last week, what did we learn about when (and how much) the big hitters plan to cut rates?
Mending fences
Last Updated: September 30, 2025
With his chickens scattered and fence repairs added to the list of weekend activities, Multi Asset fund manager Will McIntosh-Whyte ponders whether previously traumatised investors in Japan’s stock market will finally feel safe returning to the coop.
Review of the week: This rally is broadening...
Last Updated: September 30, 2025
A resilient economy is giving investors increased confidence to move beyond the Magnificent Seven and into corners of the market that have lagged. This broadening trend is very encouraging.
Review of the week: Is the door slamming on early rate cuts?
Last Updated: September 30, 2025
A blowout jobs report is tipping bets towards fewer US interest rate cuts this year. What happens if inflation continues to bounce higher this week?
Are you concentrating?
Last Updated: October 3, 2025
The massive concentration of the American stock market is a hot topic. If investors in US stocks had owned the seven largest companies by market cap in 2023, they’d have more than doubled their money. Without those seven, the S&P 500 large cap index made just 8%. Because of this huge imbalance in returns, the weight of the top 10 most valuable stocks in the S&P is now an eyewatering 32%.
World of Opportunities webinar
Last Updated: September 30, 2025
We are delighted to invite you to join Alexandra Jackson, fund manager of Rathbone UK Opportunities Fund and James Thomson, fund manager of Rathbone Global Opportunities Fund as they discuss the opportunities in global and UK equities.
Power to the people
Last Updated: October 24, 2025
We are smack bang in the middle of a herculean effort to shift our world from one that runs on carbon to one driven by cleaner energy. A lot of attention and investment is going into generating more clean power, yet we think it’s just as important to reduce our energy needs and improve the infrastructure required to handle that low-carbon future.
Income Fund Webinar
Last Updated: September 30, 2025
Catalysts for the UK market and the Rathbone Income Fund.
It is a question that we and most investment houses have revisited time and time again for the best part of a decade, what is the catalyst for the resurgence of the UK market?
Review of the week: Middle-Eastern tensions rise further
Last Updated: September 30, 2025
An Iranian missile attack on Israel was thwarted over the weekend. While markets are calm, risks of escalation linger.
Review of the week: The Israeli-Hamas Conflict
Last Updated: September 30, 2025
This week has seen harrowing atrocities committed by the terrorist group Hamas against Israeli civilians. With so far more than 1,200 people reported to have been killed, this is the most serious cross-border attack Israel has faced in decades.
Review of the week: A Cloudy Outlook
Last Updated: September 30, 2025
Big banks are reporting strong profits so far this quarter, but how will the rest of the market fare? And is higher-than-usual inflation making people glum?