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Actions speak louder than tick boxes
Last Updated: May 15, 2025
Mass reporting on ESG factors could backfire, warns David Coombs, our head of multi-asset investments. Better to have active engagement and a deeper understanding of the companies you invest in.
Winner takes all
Last Updated: May 15, 2025
Our asset allocation strategy team considers whether the field of outperforming stocks is narrowing, and comes to an unexpected conclusion worth considering when advising your clients on investments.
Boris gets it done
Last Updated: May 15, 2025
This election result – a vote for Brexit and against socialism – is just as seismic as the referendum, argues head of multi-asset investments David Coombs. But CEOS can’t relax, capitalism has to change to survive.
Valentine’s stay
Last Updated: May 15, 2025
The novel coronavirus epidemic is threatening thousands of lives as well as the global economy. Multi-asset fund manager Will McIntosh-Whyte explains how the multi-asset portfolio funds are impacted by this humanitarian crisis.
Sold out
Last Updated: May 15, 2025
With lots of things getting mispriced in the midst of the coronavirus panic, our chief investment officer Julian Chillingworth extols the virtues of keeping calm and looking beyond the current disruptions.
Working perfectly from home
Last Updated: May 15, 2025
With markets roiling round the world, the London office has decamped to their ranches on government orders. Rathbone Multi-Asset Portfolios fund manager David Coombs marvels at today’s technology.
All hail the awe-zoom tech
Last Updated: May 15, 2025
With most people in the UK bundled into lockdown, technology has once again proven itself. Our head of multi-asset investments, David Coombs, gives thanks to his team’s saviour.
Bond life
Last Updated: May 15, 2025
From his kitchen table our head of fixed income Bryn Jones gives his perspective on the bond life, where emergency stimulus has brought signs of life, but credit remains in a critical condition.
The vicar of drawdown
Last Updated: May 15, 2025
Too much lockdown TV is getting to David Coombs, our head of multi-asset investments. But he may have a point about the varied performance of risk-rated funds and models during the corona crisis.
Uncharted territory
Last Updated: May 15, 2025
During times of crisis, the way companies respond can have a major impact on society as a whole, not just their balance sheets. Rathbone Global Sustainability Fund manager David Harrison discusses why he believes companies with strong sustainability principles have a greater potential to weather the pandemic.
Sofa, self-isolation and … S&P 500 put options
Last Updated: May 15, 2025
Instead of reclining poolside on a June holiday abroad, our multi-asset investment specialist Craig Brown is resigned to a staycation. But there will no doubt be plenty of work to keep him and the multi-asset team very busy this year.
Maradona monetary policy is over
Last Updated: May 15, 2025
Lack of live football has our head of fixed income, Bryn Jones, looking back over past classics. That got him thinking about an old theory of monetary policy that may now be outmoded.