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Reality cheque required
Last Updated: September 30, 2025
Ed Smith, our head of asset allocation, looks at the savings shortfall younger generations are likely to face when they reach retirement, and what advisers and their clients can do about it.
Staggered
Last Updated: September 30, 2025
Theresa May has had almost as rough a week as our multi-asset funds assistant manager Will McIntosh-Whyte. Recuperating from a stag party, he wishes Brexit was as simple as his friend’s send-off to married life.
Don’t bet the house on it
Last Updated: September 30, 2025
Rathbones’ head of asset allocation research Ed Smith explains why advisers should encourage their younger clients not to rely on property wealth when it comes to funding their retirements.
How smart is ’smart beta’?
Last Updated: September 30, 2025
Should you expect to get what you pay for when it comes to managing your clients’ investments? Julianne Smith poses the question - how smart is ‘smart beta’?
Thinking for yourself
Last Updated: September 30, 2025
Don’t let robots blindly guide you, warns David Coombs, our head of multi-asset investments. Algorithms are great investors right up to the point when things change – which is more often than programmers would like.
Mixed signals
Last Updated: September 30, 2025
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.
Detachment from market mood swings
Last Updated: September 30, 2025
With markets lurching from greed to fear and back again, Rathbones head of multi-asset investments discusses the importance of having good shock absorbers in your portfolio.
Cooling Britannia
Last Updated: September 30, 2025
Edward Smith, our head of asset allocation strategy, sheds some light on Britain’s future in the world at this significant moment in history.
Lights will stay on
Last Updated: September 30, 2025
Rathbones equity analyst Camilla Ayling reflects on the disruption to traditional retail, something of concern for investment managers when looking to invest clients’ funds in the sector. But it isn’t all about online, and Camilla points to a light at the end of the tunnel for some store-based retailers.
A ray of sunshine
Last Updated: September 30, 2025
David Coombs gets his grump on about the state of global politics. But our head of multi-asset investments is refreshed by the approach of a pragmatic and thoughtful businessman.
10 years ago, I dreamed a dream
Last Updated: September 30, 2025
They used to call David Coombs crazy. When he set up our multi-asset funds 10 years ago, many people didn’t get why we were setting targets for return and risk that investors could hold us to.
In pursuit of green
Last Updated: September 30, 2025
Sustainable investing isn’t just about avoiding the risks of outdated businesses or environmental PR disasters, explains our Global Sustainability Fund manager, David Harrison. It’s also about spotting opportunities that can be captured if you keep your eyes on the future instead of the past.