Filters
Being green is in fashion
Last Updated: May 15, 2025
Fashion companies are falling over themselves to show they are improving their questionable sustainability credentials. Yet some of their marketing has got ahead of realities of the shop floor, notes sustainable multi-asset investment specialist Rahab Paracha.
Mopping up the greenwash
Last Updated: May 15, 2025
Working the doom-scrolling nightshift sends Rahab Paracha deep into the metaphorical forest on the problem of ‘greenwashing’. Our sustainable multi-asset investment specialist looks at the regulator’s proposed new rules to stamp the practice out among fund managers.
Can ‘quality’ stocks deliver recession resilience at a reasonable price?
Last Updated: May 15, 2025
Slowing economic growth, high inflation and rising interest rates are weighing heavily on global equity markets. Favouring different equity ‘styles’ is one way to try to protect portfolios. Head of equities Sanjiv Tumkur explains that stocks with strong ‘quality’ characteristics tend to outperform in economic slowdowns. So what defines a ‘quality’ company?
Bonds and (investment) goals
Last Updated: May 15, 2025
As head of fixed income Bryn Jones remembers his favourite World Cup, he asks whether investors might want to think about revisiting their bond allocations as they try to meet their investment goals.
In Conversation September 2022
Last Updated: May 15, 2025
The latest series of ‘In conversation’ has landed. A lot has happened since our last fund updates: find out how our fund managers have been positioning their funds, navigating challenges and seeking out opportunities.
Low expectations, even lower valuations
Last Updated: May 15, 2025
Britain has suffered through an omnicrisis for almost six months and recession looms on the horizon. And yet UK markets have been a bright spot, notes Rathbone Income Fund co-manager Alan Dobbie. What’s going on?
When the love disappears
Last Updated: May 15, 2025
It’s Valentine’s Day so David Coombs, our head of multi-asset investments, is taking the duchess out for Pizza Express. Alright, it was a week ago, but he’s still a cheapskate. Just not when it comes to investments.
What a time to join
Last Updated: May 15, 2025
Our (sort of) new Rathbone Funds chief investment officer Tom Carroll joined us as a decade-long economic world order was ending with a bang. Did he have to search under the desks for his fund managers?
The power of partial clarity
Last Updated: July 19, 2025
Markets have responded positively to the truce in US trade wars with most of the rest of the world. While uncertainty remains, the path ahead is a little clearer. What’s changed, and what does it means for you?
Managing risk and identifying opportunity
Last Updated: July 24, 2025
Stay informed with our latest 10-minute investment update video, exploring the impact of recent geopolitical tensions, oil market dynamics, and global economic trends on your portfolio.
Pork chopped
Last Updated: July 24, 2025
Former First Bro Elon Musk is lambasting President Trump’s tax and spending plans as a “mountain of disgusting pork.” Multi-asset fund manager Will McIntosh-Whyte unpicks the claims and concludes a few porky morsels may not prove a bad thing, as long as bond markets can swallow them.
Weekly Digest: Escalating tension, limited reaction
Last Updated: July 24, 2025
We're mindful of geopolitical tensions. That includes the latest escalation of hostilities in the Middle East and the ticking tariff timebomb. But we see reasons to avoid over-reaction. That puts us broadly in the middle, in our appetite for risk.