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Time to break up?
Last Updated: September 30, 2025
The honeymoon for US tech giants may be over, but is it time to break up? Chief investment officer Julian Chillingworth discusses the intensifying antitrust scrutiny of America’s tech titans and how their future may rest on political machinations.
Brexit reset
Last Updated: September 30, 2025
What would a Martian think of the Brexit argument – or the Hammersmith & City line for that matter? David Coombs, our head of multi-asset investments, explains his thinking as Boris Johnson takes power in the UK.
Too little risk – a dangerous thing
Last Updated: September 30, 2025
So much emphasis on ensuring people don’t take on too much investment risk could be creating a different problem, argues David Coombs, our head of multi-asset investments. Case study: dear old dad.
Negative interest rates: a ’70s rerun?
Last Updated: September 30, 2025
Are we entering another era of stagflation? As Swiss banks start to bill their rich depositors, maybe we’re already there, notes our head of multi-asset investments, David Coombs.
Roadkill II
Last Updated: September 30, 2025
It can be hard to spot the time flowing by as the days roll into weeks and months into years, laments multi-asset fund manager Will McIntosh-Whyte. And you’d better be careful, he warns, because inflation works just the same way.
No-deal panic in Purton
Last Updated: September 30, 2025
As Brexit uncertainty descends into the ridiculous, head of multi-asset investments David Coombs finds himself in the strange position of hoping for a no-deal to bring some clarity.
The lights are still on for the US economy
Last Updated: September 30, 2025
Rathbone Global Opportunities fund manager James Thomson explains why he thinks the US economy may turn out to be brighter this year than feared. And can US stocks keep climbing if the economy slows, but doesn’t shrink?
What’s in a name?
Last Updated: September 30, 2025
Industry veteran David Coombs, our head of multi-asset investments, gets cranky about lazy labelling and job name inflation as he dispenses 40 years’ wisdom to budding finance acolytes.
Barbenheimer, renewables and the power of hype
Last Updated: September 30, 2025
Rahab Paracha, sustainable multi-asset investment specialist, finds lessons for sustainable investors in Hollywood hoopla.
The risk in doing good
Last Updated: September 30, 2025
Diversity, equity and inclusion is important to ensure businesses get the best skills, avoid group-think and better understand their customers, argues our Multi-Asset Portfolios lead fund manager, David Coombs. But – as with anything – risks remain.
Hoarding Cash
Last Updated: September 30, 2025
Why take risk when you can be paid 5% or more to leave your cash at the bank? Because you’re forgetting about tomorrow, argues head of multi-asset investments David Coombs.
Squaring the dividend triangle
Last Updated: September 30, 2025
Striking the balance between delivering a tasty income today while sowing the seeds for higher dividends in years to come is the artful science at the heart of equity income investing. Rathbone Income Fund manager Alan Dobbie explains how he approaches the task.