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Ozempic Gold
Last Updated: September 30, 2025
Multi-Asset Portfolios fund manager Will McIntosh-Whyte tries to give up sugar, but it turns out he wasn’t sweet enough. Will it turn him onto the next-generation weight-loss drugs?
Lending to the world’s biggest borrowers
Last Updated: September 30, 2025
Famously, banks are the most leveraged businesses on the planet. That’s why financial institutions issue something like half of all corporate bonds worldwide by value, explains fixed income fund manager Stuart Chilvers.
The benefit or harm of AI is in its use
Last Updated: September 30, 2025
AI, like all technologies, is neither good nor evil. It’s a tool with the potential for both great benefit and great harm. Whether the good outweighs the bad will depend on how people use it.
Present Stress
Last Updated: September 30, 2025
Investors have spent a year obsessing over risks. Head of multi-asset investments David Coombs tries to deal with them one at a time.
Bonding Over Shared Scares
Last Updated: September 30, 2025
Growth in US business loans has been steadily dropping this year and is now virtually stagnant. Company borrowing tends to be heavily influenced by how strict banks are, although there’s roughly a five-month lag. This suggests lending will start to shrink sharply next year, as shown in chart 1, ah, ah, ha … The tightening noose of lending standards Source: Refinitiv, Rathbones
In search of a UK catalyst
Last Updated: September 30, 2025
Why are investors not buying into Britain? Alan Dobbie, Rathbone Income Fund manager, examines what's affecting views of the UK stock market.
The beauty of being sustainable
Last Updated: September 30, 2025
Beauty may be skin-deep but Rahab Paracha, sustainable multi-asset investment specialist, expects more from beauty companies’ sustainability policies.
After Eights for Christmas
Last Updated: September 30, 2025
Our resident Grinch, multi-asset fund manager Will McIntosh-Whyte, brings us mixed tidings. Having been caught in a crowded trade for Christmas presents, he’s trying to avoid making the same mistake with the Magnificent Seven in our multi-asset portfolios .
2024: The Year. Maybe?
Last Updated: September 30, 2025
Our head of multi-asset investments David Coombs starts the new year making a three-point turn with a dump truck of salt. Behold, we have his predictions.
Ceasing to worship at the altar of stock-pickers
Last Updated: September 30, 2025
Back in secondary school, our head of multi-asset investments David Coombs was a champion stock-picker. Although, he had help from his teacher’s direct line to the market – which taught him markets tend to be unfair.
What happens when UK investors go on strike?
Last Updated: September 30, 2025
It’s not only train drivers, doctors and teachers downing tools in the UK. Rathbone Income Fund Manager Alan Dobbie asks where all the investors have gone.
The post-Christmas appetite for bonds
Last Updated: September 30, 2025
The taste of turkey has faded in January, but corporate bonds have not. Rathbone Ethical Bond fund manager Stuart Chilvers explains how investors are still gobbling up bond issuance.