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Managing expectations
Last Updated: September 30, 2025
The hard data is coming in and so far companies have fared better through the pandemic than expected. Just how long complete recovery will take no one knows, but as chief economist Julian Chillingworth notes, we maintain our long-held belief in the human capacity to co-operate and solve problems.
Best Alpha Manager - Global Developed Equities
Last Updated: September 30, 2025
James Thomson, manager of the Rathbone Global Opportunities Fund, has picked up Best Alpha Manager, Global Developed Equities at FE fundinfo’s 2020 Alpha Manager Awards!
Alternative strategies can help to protect portfolios in times of crisis
Last Updated: September 30, 2025
Absolute return strategies, named for their purpose of providing a source of positive returns over the whole market cycle, have suffered negative press for some time. These funds, which we call actively managed diversifiers, have been criticised for underperformance relative to broader equity markets.
Ready or not? Research reveals differences in preparedness as advisers brace for ESG demands
Last Updated: September 30, 2025
With upcoming MiFID II measures set to compel advisers to ask clients about ESG, recent research commissioned by Rathbones1 questioned advisers on how they are preparing for a more ESG-focused future.
Get ready for a change to capital gains tax
Last Updated: September 30, 2025
Chancellor Rishi Sunak has written to the Office for Tax Simplification, calling for a review of capital gains tax (CGT). What might the Chancellor do — and how can investors limit their exposure to the tax if it rises as sharply as many expect?
A patchy summer
Last Updated: September 30, 2025
As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures.
Rathbone Multi Asset Portfolios webcast - Wednesday 30 September
Last Updated: September 30, 2025
Co-Fund Manager of the Rathbone Multi-Asset Portfolios fund range Will McIntosh-Whyte will discuss fund performance.
Investment Update Q4 2020: Time to put on the varifocals
Last Updated: September 30, 2025
Depending on what lens you choose, the value of equities can vary widely. We’ve looked through as many as we can, and we’re maintaining a vigilant optimism.
Planet Papers 1: A responsible recovery
Last Updated: September 30, 2025
Back to Planet Papers hub The virus has had a profound and sudden impact across the planet, and it will continue to affect our lives and influence economic activity for some time to come. Amid the continued uncertainty, the problems that grabbed the world’s attention in 2019 – climate change in particular – are not going away. The nagging need for systemic reform of the global economy stays constant.
Investment Insights Q4 2020: How high can they go?
Last Updated: September 30, 2025
As COVID-19 continues to affect our lives and influence economic activity around the world, there’s lots of uncertainty about what the future holds. Localised outbreaks and lockdowns are possible anywhere until a vaccine is found, with the level of unemployment likely to be the key factor driving the pace of the recovery over the next couple of years.
Global Opportunities Webcast
Last Updated: September 30, 2025
Join James Thomson on his 20-year anniversary as lead manager for the Rathbone Global Opportunities Fund, the number 1 ranked fund in the IA Global Sector over this time period.
In Conversation September 2023
Last Updated: September 30, 2025
The latest edition of In Conversation has landed. Our managers explain how they are navigating current challenges and opportunities, outlining fund performance, positioning and what they believe lies ahead.