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Rathbone Multi-Asset Portfolios: Italy - a 'new wind' or a worrying whiff?
Last Updated: September 30, 2025
Will looks at the implications of recent developments in Italian politics, and discusses how the multi-asset funds are positioned.
Multi-Asset update - exploring the China OBORtunity
Last Updated: September 30, 2025
Will looks at China’s One Belt One Road initiative. Is this is Chinese solution to global economic blues? Hear how the multi-asset strategies are allocating to the region.
Are we seeing the start of a technology backlash?
Last Updated: September 30, 2025
If you believe everything you read, Amazon pays no taxes, YouTube advertises terrorism, Facebook hands out our data to the highest bidder and Apple is tracking our every move. Will considers the folly of investing in acronyms and whether this is the start of a technology backlash. Take this opportunity to hear how the strategies are positioned as developments unfold.
Rathbones International - Multi-Asset update
Last Updated: September 30, 2025
This is the second in a series of monthly updates we will bring to you during 2018 with Assistant Fund Manager Will McIntosh-Whyte. Will shares his views on the global economy and the implications for the Rathbone Multi-Asset portfolios through this year. Take this opportunity to hear how the strategies are positioned as developments unfold
Rathbones International - Multi-Asset update
Last Updated: September 30, 2025
Assistant Fund Manager Will McIntosh-Whyte shares his views on the global economy and the implications for the Rathbone Multi-Asset portfolios through this year. Take this opportunity to hear how the strategies are positioned as developments unfold
Chart of the week: A lag in our R&D spending
Last Updated: September 30, 2025
Productivity growth is falling around the world, but the slowdown is more acute in the UK. This deceleration could be lessened – and even reversed – by investment in research and development (R&D), which kick-starts new technologies and, ultimately, increases growth and productivity. However, the UK’s spending in this area is falling behind other developed economies at a time when we need to be leading the way.
Crunch time (again)
Last Updated: September 30, 2025
We don’t know about you, but over the past year or so we got into the habit of buying our travel money extremely far in advance of holidays.
How a widely used industrial metal takes the global economy’s pulse
Last Updated: September 30, 2025
Want to measure the pulse of the global economy? Ask Dr Copper, or so the adage goes. Copper is all around us. You need it to build a house, a car and a hairdryer. The red metal is even one of the most intensively used raw materials in the green energy revolution — more electrical motors, more battery packs (but fewer internal combustion engines) means more copper wiring. So demand for copper ebbs and flows with the ups and downs of the business cycle.
Chart of the week: Will Brexit have a global impact?
Last Updated: September 30, 2025
Britain is a small, open economy. ‘Small’ may sound a bit strange when by GDP, the UK is the fifth-largest country in the world. But, in fact, we only contribute 2% of global GDP, which means that we aren’t big enough to unilaterally influence global prices, interest rates, or the global economy at all. We are a small economy and we have some big problems, but a Brexit wobble won’t derail the whole global economy.
Rathbone Multi-Asset Portfolio Funds: Not betting on black
Last Updated: September 30, 2025
As we approach the Brexit deadline day, Will McIntosh-Whyte discusses why the Multi-Asset team are not looking to take big bets on the outcome, but rather position the portfolios in order to minimise any downside risk whatever the outcome.
Brexit edges forward amid Parliamentary chaos
Last Updated: September 30, 2025
This has been a tumultuous week for politics by anyone’s standards. Following the drama of Brexit votes and Parliament exerting its will not to leave the EU without a deal, it was a better day in the office for Prime Minister Theresa May on Thursday.
Cutting cost is good, investment is better
Last Updated: September 30, 2025
Ten years ago this month, the American stock market, stricken by the global financial crisis, bottomed out and started one of the longest upward market trends in history. Now, a decade on, Rathbone Income fund manager Carl Stick thinks it’s appropriate to talk about change.