Last Updated: September 30, 2025

Back in secondary school, our head of multi-asset investments David Coombs was a champion stock-picker. Although, he had help from his teacher’s direct line to the market – which taught him markets tend to be unfair.

• Stocks
• Multi-asset
• Investments
• Markets

Last Updated: January 13, 2026

Last year did not go the way CEO Tom Carroll expected. But as 2024 dawns, somehow, we’re in the place he thought we’d be: Inflation is clearly falling away, global economies are weakening yet not flashing significant recession warnings, and bond markets have stabilised as investors anticipate rate cuts in the coming year.

Last Updated: January 13, 2026

Managers Alan Dobbie and Carl Stick review 2023 and look ahead into what they think will be a fascinating and eventful 2024. They make the case for UK Equity Income in a world where cash in the bank pays 5%, discuss just how undervalued the FTSE appears to them – and to UK CEOs. Along the way they also discuss Environmental Social and Governance influences, a wave of elections, share buy-backs and, of course, dividends.

Last Updated: January 13, 2026

Manager Bryn Jones goes over his fund’s first-quartile performance last year and highlights how the last two months of helped deliver double-digit returns for 2023. He discusses how he’s managing portfolio duration, maps out how 2024 is shaping up and explores a few interesting areas where he’s finding value.

Last Updated: January 13, 2026

Manager Bryn Jones explains how his fund performed last year. He sets out the outlook for interest rates, how portfolio duration will influence returns and explains why his fund is generating good returns from dipping into high yield bonds. Bryn believes interest rates have peaked, so he talks through the strategies he believes should perform in 2024.

Last Updated: January 13, 2026

Manager Will McIntosh-Whyte looks back at 2023 and picks out some of the bigger drivers of the funds’ performance. He discusses current positioning and how he and the team have been taking advantage of the recent market volatility in both bonds and equities. Finally, he explains how they are hedging some of the key risks going into the new year, as well as where they are finding some exciting opportunities in the market.

Last Updated: January 13, 2026

Manager Stuart Chilvers explains how his fund is positioned, given current interest rates expectations, and sets out the outlook for UK inflation. He also reflects on the outlook for yields in shorter-duration, high-quality bonds after their meteoric rise in 2022 and 2023, and explains why these bonds can still make for exciting opportunities, despite cash offering attractive yields for the first time in 15 years.

Last Updated: January 13, 2026

Managers Bryn Jones and Stuart Chilvers set out how their fund has fared since its launch late last year and how it is currently positioned. They explain where they are finding new ideas, the growth they are seeing in global sustainable bond issuance and whether there’s any difference in liquidity within this space compared with conventional markets.

Last Updated: January 13, 2026

Manager David Harrison details his fund’s recent performance and why he has been adding to more defensive areas of the stock market in the second half of 2023. He also explores some of the most interesting technology stocks in his portfolio and why they should remain long-term compounders of profits. Finally, he explains why the energy transition is a powerful investment theme, but one that requires patience.

Last Updated: January 13, 2026

Manager Alexandra Jackson details the fund’s exceptionally strong end to 2023, which helped deliver first-quartile performance for 2023. She reveals which stocks materially contributed to returns, and explains the impact of M&A. She also discusses why most people got the ‘recession call’ wrong last year, how the UK economy is really faring, and how an election might change the outlook. Find out who has described UK mid-caps as “the standout trade for 2024” and where global investors might find alpha in UK markets.

Last Updated: September 30, 2025

UK retail sales slumped in December while inflation went in the other direction. Is the UK now in recession, albeit the mildest of the mild?

• Review Of The Week

Last Updated: September 30, 2025

We are delighted to invite you to our upcoming webcast with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios on Wednesday 14 February at 10.00am.

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