Rathbone UK Opportunities Fund equity analyst Robbie Carr marvels at the speed of an FA Cup comeback. It makes him wonder if UK small and mid-sized companies could soon post a rapid recovery of their own.
Blog - Equities
The latest news and views from our professional adviser blog
3 mins
4 April 2024
Are you concentrating?
<p>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%.</p>
5 mins
29 February 2024
Nvidia: from pastime to new paradigm
A business created to make computer game graphics more beautiful stumbled into driving AI, one of the most important technologies of the 21st century. Rathbone Greenbank Global Sustainability Fund manager David Harrison explains what all the fuss is about.
3 mins
18 April 2019
Mixed signals
Equity markets are in a happy mood, climbing through a fog of uncertainty with omens of recession tolling from the bond market. Julian Chillingworth, Rathbones chief investment officer, explains why we think it still makes sense to stay invested, but with vigilance.
