Last Updated: September 30, 2025

Our Rathbone Global Opportunities Fund manager James Thomson celebrates a phenomenal 20 years at the helm this November. He looks back and wonders about his youthful exuberance.

Last Updated: September 30, 2025

A bout of runaway inflation could persuade some people that no inflation would be better than any at all. That’s a dangerous path to take.

• Review Of The Week

Last Updated: September 30, 2025

Beauty may be skin-deep but Rahab Paracha, sustainable multi-asset investment specialist, expects more from beauty companies’ sustainability policies.

• Multi-asset
• Sustainability

Last Updated: September 30, 2025

It’s that time of year again where the whole Sharpe End team get together for the Christmas Special and become David’s judge and jury on the predictions he made for 2023 at the end of last year. Did David’s crystal ball serve him well in calling what happens to the bond markets, commodity markets, equity markets, and a few more random areas too!? Last year David managed 5.5 points, an advance on the 4.5 points of the year previous. Will his march toward prediction perfection continue, or will it all come crashing down to reality with a bump?

• The Sharpe End Podcast

Last Updated: September 30, 2025

Fund managers from Rathbones Asset Management set out their views for 2024

Last Updated: January 13, 2026

This series of video updates are here to provide you with the most up-to-date insights; portfolio positioning, performance and outlook.
For financial advisers only

Last Updated: January 13, 2026

Manager James Thomson discusses portfolio strategy in ‘kangaroo’ market whose dizzying bounces are making investors nervous. He explains why he believes the US is still the place to be when growth is hard to find and runs through some of the stocks he’s been buying and selling recently.

Last Updated: January 13, 2026

This series of video updates are here to provide you with the most up-to-date insights; portfolio positioning, performance and outlook.
For financial advisers only

Last Updated: January 13, 2026

Manager James Thomson discusses portfolio strategy in ‘kangaroo’ market whose dizzying bounces are making investors nervous. He explains why he believes the US is still the place to be when growth is hard to find and runs through some of the stocks he’s been buying and selling recently.

Last Updated: September 30, 2025

Our resident Grinch, multi-asset fund manager Will McIntosh-Whyte, brings us mixed tidings. Having been caught in a crowded trade for Christmas presents, he’s trying to avoid making the same mistake with the Magnificent Seven in our multi-asset portfolios .

• Investment
• UK
• Multi-asset
• Economy
• Markets

Last Updated: January 13, 2026

We live in a world of constant change. Investors remain negative which is understandable given that the outlook from here is highly uncertain. But rate rises have worked, inflation is declining as economies slow and so rates have likely peaked. It’s not a rosy picture but it’s better than where we were at the beginning of the year.

Last Updated: January 13, 2026

Manager Stuart Chilvers explains the changes he has made to the fund’s positioning since taking it over, principally by dialling down duration (interest rate risk) while further upping credit quality. He explains how an inverted yield curve can benefit a fund like his and considers whether we’re nearing the end of the rate-hiking cycle.