Filters
Johnny-come-Januaries
Last Updated: September 30, 2025
The new year always drives well-intentioned yet poorly sustained get-fit-quick schemes. That leads multi-asset fund manager Will McIntosh-Whyte to wonder about the durability of subscription service customers in a downturn.
No bongs but no tears – it could be okay
Last Updated: September 30, 2025
Big Ben may not be bonging when the UK leaves the EU, but our head of multi-asset investments David Coombs reckons there’s room for some quiet confidence.
Sun, sea and … S&P 500 put options
Last Updated: September 30, 2025
You should be fixing your roof when the sun is shining, as the saying goes. Our multi-asset investment specialist Craig Brown has been booking his holidays when the rain is pouring. His golden rule: don’t gamble, take the insurance.
Escaping the ivory towers
Last Updated: September 30, 2025
The latest ‘tech innovation’ may seem compelling, until you leave the group think echo chambers of London’s ivory towers. Head of multi-asset investments David Coombs considers how looking beyond the M25 can help us see what’s going on in the real world.
Just paying lip service?
Last Updated: September 30, 2025
David Harrison, manager of the Rathbone Global Sustainability Fund, having seen first-hand the growing trend of responsible capitalism in America, makes the case for getting up close to see whether companies are really serving all their stakeholders, or just paying lip service.
A sustainable stimulus
Last Updated: September 30, 2025
As Vladimir Lenin said, “There are decades where nothing happens; and there are weeks where decades happen”. Our stewardship director Matt Crossman tries to grasp what the current pandemic means for the planet and our plans to save it.
Do your homework
Last Updated: September 30, 2025
Toiling in the shadows is the lot of investment managers and analysts, argues our head of multi-asset investments David Coombs. For all the client meetings and webcasts, the most important job is finding quality investments. Which is why he had to travel to sunny California last year…
A dog’s not just for lockdown
Last Updated: September 30, 2025
Credit markets have been a crazy place for the past couple of months. But our head of fixed income, Bryn Jones, has got a new friend to keep him (halfway) sane.
Fallen angels
Last Updated: September 30, 2025
‘Fallen angels’ of the bond world are getting a better reception than the disgraced seraphim in Paradise Lost. Pondering the power of the Fed, our head of fixed income Bryn Jones is reminded of John Milton’s epic poem.
Responsible recession
Last Updated: September 30, 2025
With the world in lockdown and experiencing the worst recession in living memory Matt Crossman, our stewardship director, ponders whether the recent trend toward ESG was a luxury afforded by the longest bull market in living memory.
Have a little faith
Last Updated: September 30, 2025
Bad news is feeding many pessimists at the moment. Head of fixed income Bryn Jones sees a different, more optimistic, picture – and he’s investing in it.
The horror of anomalies
Last Updated: September 30, 2025
Some companies are starting to let wishful thinking take over their reporting. Head of fixed income Bryn Jones takes a dim view of EBITDAC.