Last Updated: September 30, 2025

Co-managers Alan Dobbie and Carl Stick explain why UK Equity Income could offer an antidote to the corrosive effects of inflation. Throw in better economic news, a UK stock market that’s cheap versus other major markets, and an environment where sentiment can seemingly only get better, then arguably there is a margin of safety in UK income that should warrant careful consideration by investors.

• In Conversation January 2022

Last Updated: September 30, 2025

If investors are concerned about global valuations, the UK could offer a rare combination of ‘growth’ and ‘value’. Manager Alexandra Jackson explains how she is buying UK “quality growth superstars” on a postcode-driven discount. With unpredictable COVID-19 outbreaks, tax increases, Brexit wrangling and central bank tightening both here and abroad, she explains how she is navigating hurdles and finding opportunities into 2022.

• In Conversation January 2022

Last Updated: September 30, 2025

Manager Bryn Jones believes credit markets will get more volatile over the next six months, driven mainly by government bonds. However, he thinks he is well positioned for this. He also discusses how his fund is meeting growing investor demand for bond strategies that meet positive social and environmental criteria, and considers the themes that excite him most.

• In Conversation January 2022

Last Updated: September 30, 2025

Manager David Harrison explains how his fund aims to create long-term value for investors, society and the environment. Outlining the huge step-change as more companies truly embrace sustainability, he covers themes such as electrification and improved water infrastructure, as well as giving his take on “greenwashing”. Find out how he’s seeking out the best global companies that fulfil his fund’s rigorous sustainability criteria.

• In Conversation January 2022

Last Updated: September 30, 2025

Manager Noelle Cazalis highlights her fund’s focus on bonds issued by high-quality companies operating in resilient industries. With inflationary worries set to continue, she explains how her fund’s focus on shorter-duration investments may help protect investor’s capital.

• In Conversation January 2022

Last Updated: September 30, 2025

Manager Bryn Jones explains how his fund aims to deliver low-volatility returns and can pull several different levers as bond market conditions change. He considers the impact of recent interest rate rises and what he expects for the year ahead. He also examines some of the key themes and opportunities he’s finding in credit markets.

• In Conversation January 2022

Last Updated: September 30, 2025

Much has happened since our last series. COVID-19 threw us another curveball with Omicron spreading fast. This aggravated existing supply chain and employment issues, fuelling inflation and political instability. Central bankers are under pressure to tighten monetary policy earlier than expected. So, what does this all mean for investor sentiment?  

• In Conversation Hub

Last Updated: September 30, 2025

In light of the deteriorating situation in Ukraine, we have prepared a short recording to address some of the questions we have been receiving from clients over the past week. Hear how David Coombs, head of multi-asset investments, is navigating the current crisis in relation to the multi-asset portfolios.

• Ukraine
• Russia-Ukraine War
• Multi-asset
• Investment Update

Last Updated: September 30, 2025

David Coombs, head of multi-asset investments, will be outlining his latest views; updating you on fund performance and positioning and discussing some of the topics that are front of mind, including: Russian's invasion of Ukraine and its impact on world economies. And what’s next for inflation?

Last Updated: September 30, 2025

Rathbones has launched its third Votes Against Slavery engagement, securing support from 122 investors with assets under management totalling £9.6 trillion.

Last Updated: September 30, 2025

This month, David Will and Rahab try to make sense of what simultaneous recessionary and inflationary risks mean for markets and central bank policy. Also, what does the difficult start to the year for ESG investing mean for its future? And they explain why Ulta Beauty has been surprisingly resilient despite rocky markets.

• The Sharpe End Podcast

Last Updated: September 30, 2025

We are delighted to announce that the multi-asset team won three awards, including the coveted ‘Multi-Asset Group of the Year’ at Professional Adviser magazine’s adviser and investment awards 2022.