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Rathbone Multi Asset Portfolios webcast - Wednesday 4 November
Last Updated: September 30, 2025
David Coombs, head of multi asset investments, Rathbone funds, will update his audience following the outcome of the forthcoming US election.
Rathbone Income Fund - Rebase, Reallocate, Reward
Last Updated: September 30, 2025
Rathbone Global Opportunities Fund
Last Updated: September 30, 2025
The manager of the Rathbone Global Opportunities Fund James Thomson discusses the key drivers of his fund’s impressive performance this year. He also explains why he’s trading more than any other time in his 17 years at the helm.
Biden versus Trump
Last Updated: September 30, 2025
Elections rarely matter for financial markets. Popular ideas such as Democratic presidents being worse for investment returns don’t stand up to scrutiny. Even sectoral ramifications are often hard to identify. What were the two worst performing sectors during the Obama years? Financials and energy. The worst under Trump? Financials and energy. There are bigger forces at work.
Emerging market debt looks less risky with inflation under control
Last Updated: September 30, 2025
Since forever, global investors have been extremely wary of inflation in emerging markets. But the economic effects of the pandemic were so unprecedented that many developing nations have been able to take potentially inflationary emergency measures without being punished by investors (figure 3). Some emerging market central banks have even managed the previously unthinkable — quantitative easing (QE) — and still inflation expectations have generally stayed anchored. This could be a paradigm shift for the developing world.
Biden win brings hope for some bipartisan agreement
Last Updated: September 30, 2025
Stimulus should be forthcoming and trade uncertainty relieved, even if Congress remains split
Rathbone Global Sustainability Fund: US Election — November 2020
Last Updated: September 30, 2025
The new tenant of the White House plans to make some major changes to green infrastructure and climate change policies. With America’s sustainability agenda set to head in a new direction, fund manager David Harrison muses about the knock on impact of US President-Elect Joe Biden’s policies on the Rathbone Global Sustainability Fund.
America (finally) decides
Last Updated: September 30, 2025
Equities fell in October as investors came to terms with tighter lockdown restrictions, but hopes for a new round of US stimulus under President-elect Joe Biden have buoyed markets, and Chief investment officer Julian Chillingworth reckons we should take heart.
Planet Papers 3: A brand new world
Last Updated: September 30, 2025
Back to Planet Papers hub Far from interrupting these trends, the coronavirus pandemic has accelerated them. How consumer behaviour can reshape our planet This new generation of consumers are more likely to express a strong interest in social engagement, purpose and values than their predecessors, and the disruption that COVID-19 has wrought across the globe seems to have strengthened the demand for a more sustainable approach.
Rathbone Multi-Asset Portfolios webcast - Thursday 3 December
Last Updated: September 30, 2025
Co-Fund Manager of the Rathbone Multi-Asset Portfolios fund range Will McIntosh-Whyte will discuss fund performance, the US election, vaccines ride to the rescue and which businesses really stand to benefit from this health crisis.
Investment Update: UK rate talk is getting a bit too negative
Last Updated: September 30, 2025
The Bank of England has recently added to its stimulus programme yet again, and it isn’t ruling out negative interest rates. But don’t believe the hype – it’s not yet ruling them in either.
Investment Update: Dealing with rising UK debt: not all options are bad
Last Updated: September 30, 2025
Rather than try to reduce it by austerity, inflation or default, the government should focus on keeping the rate of economic growth above the cost of servicing the debt.