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Hips don’t lie

11 July 2023

The chemicals sector is often the canary in the economic coal mine, so a spate of profit warnings spark a discussion among the team. Meanwhile, is the pent-up demand from COVID-delayed elective surgeries finally coming on stream, and what would it mean for med-tech companies? Finally, the team takes a deep dive on German industrial giant Siemens, which has spent a decade reshaping its business.

Article last updated 22 July 2025.

Listen to The Sharpe End podcast on your favourite platform here

This podcast was recorded on 6 July 2023.

Rathbones multi-asset investing team:  
David Coombs, Head of Multi-Asset Investments   
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds  
Craig Brown, Senior Multi-Asset Investment Specialist  
Rahab Paracha, Sustainable Multi-Asset Investment Specialist 

About Rathbones:   
Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbone Unit Trust Management (Rathbone Funds) is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbone Unit Trust Management Limited is a wholly-owned, London-based subsidiary of Rathbone Group plc.

Disclaimer:

This podcast is intended for professional investors, and must not be shared with a non-professional audience. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbone Unit Trust Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Rathbone Group. Registered office: 8 Finsbury Circus, London, EC2M 7AZ. Registered in England No. 02376568.

Listen to The Sharpe End podcast on your favourite platform here

 

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