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Just paying lip service?
Last Updated: September 30, 2025
David Harrison, manager of the Rathbone Global Sustainability Fund, having seen first-hand the growing trend of responsible capitalism in America, makes the case for getting up close to see whether companies are really serving all their stakeholders, or just paying lip service.
A sustainable stimulus
Last Updated: September 30, 2025
As Vladimir Lenin said, “There are decades where nothing happens; and there are weeks where decades happen”. Our stewardship director Matt Crossman tries to grasp what the current pandemic means for the planet and our plans to save it.
Do your homework
Last Updated: September 30, 2025
Toiling in the shadows is the lot of investment managers and analysts, argues our head of multi-asset investments David Coombs. For all the client meetings and webcasts, the most important job is finding quality investments. Which is why he had to travel to sunny California last year…
A dog’s not just for lockdown
Last Updated: September 30, 2025
Credit markets have been a crazy place for the past couple of months. But our head of fixed income, Bryn Jones, has got a new friend to keep him (halfway) sane.
Fallen angels
Last Updated: September 30, 2025
‘Fallen angels’ of the bond world are getting a better reception than the disgraced seraphim in Paradise Lost. Pondering the power of the Fed, our head of fixed income Bryn Jones is reminded of John Milton’s epic poem.
Responsible recession
Last Updated: September 30, 2025
With the world in lockdown and experiencing the worst recession in living memory Matt Crossman, our stewardship director, ponders whether the recent trend toward ESG was a luxury afforded by the longest bull market in living memory.
Have a little faith
Last Updated: September 30, 2025
Bad news is feeding many pessimists at the moment. Head of fixed income Bryn Jones sees a different, more optimistic, picture – and he’s investing in it.
The horror of anomalies
Last Updated: September 30, 2025
Some companies are starting to let wishful thinking take over their reporting. Head of fixed income Bryn Jones takes a dim view of EBITDAC.
Safety first
Last Updated: September 30, 2025
The UK is facing a triple crisis: a pandemic, poor leadership and crippling risk aversion that’s spreading throughout everyday life. Multi-asset portfolio funds lead manager David Coombs argues that we are pushing risk into the future.
Curve goes down, curve goes up
Last Updated: September 30, 2025
A flattening COVID-19 infection curve is steepening bond yield curves. Head of fixed income Bryn Jones wrestles with the outlook for inflation and the chances of another flare-up of COVID-19.
How technology can improve air quality
Last Updated: September 30, 2025
When people think about sustainable investing, they often focus on just the narrow topic of how a company itself operates in an environmentally friendly manner. But sustainability is about more than a business’s immediate environmental impact. David Harrison explores the pivotal role tech is playing during the pandemic.
Running hot on climate change
Last Updated: September 30, 2025
The thermometers are popping all over the country, so our mad head of fixed income decides to do a marathon. Bryn Jones takes action on climate change and assesses the US.