Fund insights
Our latest comments and analysis on key investment topics and markets
Join Rathbones Asset Management fund managers as they discuss how they’re navigating market challenges and finding opportunities, outline fund performance and positioning and explain how they see the world.
In Conversation September 2024
The latest edition of In Conversation is here.
Since our last series, markets have been buzzing with activity and significant developments.
Our fund managers break down these events and discuss how they’re navigating this complex environment. They offer their perspectives on what lies ahead and how they are positioning their portfolios for the challenges and opportunities that the rest of 2024 might bring.
1 min
In Conversation January 2024
The latest edition of In Conversation has arrived. Our managers explain how they are navigating current challenges and finding opportunities, they also outline fund performance, positioning and what they believe lies ahead.
1 min
In Conversation September 2023
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.
1 min
In Conversation February 2023
Join head of regional sales Ben Johnson as he introduces the latest In Conversation series. This series of video updates are here to provide you with the most up-to-date insights; portfolio positioning, performance and outlook.
For Financial Advisers Only
1 min
In Conversation September 2022
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.
1 min
In Conversation January 2022
Much has happened since our last series. COVID-19 threw us another curveball with Omicron spreading fast. This aggravated existing supply chain and employment issues, fuelling inflation and political instability. Central bankers are under pressure to tighten monetary policy earlier than expected. So, what does this all mean for investor sentiment?
1 min
In Conversation September 2021
Much has happened since our last series. The world is largely open again, though the highly contagious delta variant and supply chain disruptions mean life is far from ‘back to normal’.
1 min
In conversation - February 2021
Much has happened since the last time they spoke to you. Lockdown 2.0; Lockdown 3.0; a post-Brexit trade deal with the EU; Joe Biden became president; and the beginning of a global vaccination drive.
1 min
In conversation - October 2020
Now in its second iteration, our In conversation series is beaming from the homes of our managers for the first – and likely not the last – time. They have provided the latest fund performance, portfolio positioning and their views on the future.
1 min
In conversation - February 2020
Introducing the, “In conversation” series, you’ll have the opportunity to hear and now see our fund managers provide their expert view in a short, engaging and digestible format. We aim to run these updates twice a year.
1 min
Asset TV is a leading research and learning platform for investment professionals. Watch Rathbones Asset Management fund managers as they discuss a wide range of topics with panels of industry experts.
Why clients are asking about the ACT Framework | November 2024
Watch David Coombs discuss the City Hive ACT Framework's role in fostering transparency, accountability and cultural change in investment management, and why fund selectors are pushing for more Signatories.
1 min
Sustainable Investing Masterclass: Challenges and Future Outlook | October 2024
Watch and listen to David Harrison discuss the pressing issues and future of sustainable investing, including the FCA's SDR framework, ESG engagement, and the impact of AI and COP events.
1 min
Fixed Income Masterclass | September 2024
Watch Bryn Jones discuss fixed income markets, interest rates, bond investments, and market strategies.
1 min
UK Equities Masterclass | September 2024
Watch Alexandra Jackson, Fund Manager of Rathbone UK Opportunities Fund, alongside a panel of specialists, as they explore the current state of UK equities, opportunities for growth, and potential risks.
1 min
Multi-Asset Masterclass | May 2024
Watch David Coombs, Head of Multi-Asset Investments, along with other panellists, as they discuss the current investment landscape.
1 min
UK Equities Masterclass | October 2023
Watch Alexandra Jackson, Fund Manager of Rathbones UK Opportunities Fund, alongside a panel of specialists, discuss whether it's time to start talking about the UK again, withdrawals and liquidity issues in the UK market and reforming the stock market.
1 min
Multi-Asset Masterclass | September 2023
Join David Coombs, Head of Multi-Asset Investments along with three industry experts for an exclusive Masterclass discussing multi-asset investing.
1 min
Fixed Income Masterclass | September 2023
Watch Stuart Chilvers, Fund Manager and other panellists work through some of the UK's latest challenges from inflation to interest rates, and how those have affected Fixed Income.
1 min
Multi-asset Masterclass | November 2022
With interest rates and bond yields on the way up, what does it mean for asset allocators and the expected risks and returns from the world's various markets? Listen to David Coombs discuss this and much more.
1 min
Multi-asset Masterclass | September 2022
There's plenty of gloom and doom in the markets but what does that mean if you are invested in multi-asset funds? Have they got the flexibility and the know-how to avoid the downsides and risks, but still give exposure to the rewards? Listen to David Coombs and panellists discuss this and much more.
1 min
UK Equities Masterclass | September 2022
What are the current movements in the UK equity market and how are fund managers positioning their portfolios accordingly? Listen to Alexandra Jackson and panel members discuss.
1 min
Keep up to date with the latest thinking and insights from Rathbones Asset Management’s fund managers. Register here for upcoming webinars or watch on demand.
Bryn Jones 20-Year Anniversary Webcast
Join Bryn Jones, Head of Fixed Income, for his latest webcast, on Tuesday 3 December at 10.00am, to celebrate his 20-Year anniversary at Rathbones Asset Management.
1 min
Multi-Asset Webcast | October 2024
1 min
Multi-Asset Webcast | July 2024
1 min
World of Opportunities webinar
1 min
Income Fund Webinar
It is a question that we and most investment houses have revisited time and time again for the best part of a decade, what is the catalyst for the resurgence of the UK market?
1 min
Multi-Asset Webcast | April 2024
1 min
Multi-asset webcast | February 2024
1 min
All Coombs wants for Christmas is two (points)
It’s that time of year again where the whole Sharpe End team get together for the Christmas Special and become David’s judge and jury on the predictions he made for 2023 at the end of last year. Did David’s crystal ball serve him well in calling what happens to the bond markets, commodity markets, equity markets, and a few more random areas too!? Last year David managed 5.5 points, an advance on the 4.5 points of the year previous. Will his march toward prediction perfection continue, or will it all come crashing down to reality with a bump?
2 mins
Launch event: Rathbone Greenbank Global Sustainable Bond Fund
1 min
Global Opportunities Webcast
1 min
S…bend it like Biden?
Is US President Joe Biden’s huge infrastructure stimulus bending the US Treasury yield curve more than Beckham at the dead ball? Moderating inflation hasn’t stopped long-term US Treasury bond yields from whipping higher (and therefore prices falling sharply) in the past couple of months – could it be worries around government spending and the much larger amount of bonds being sold at auction? Meanwhile, earnings season has dominated stock markets recently, so the team discuss the winners and losers this time round and why. Lastly, they share why US landfill and recycling business Waste Management is more exciting than you may first think.
2 mins
Rish and Chips
The team discuss the very different approaches to government investment in the US and UK and how this impacts the relative attractiveness of those economies. Next-generation weight loss drugs have grabbed the headlines of late, but unpicking the long-term impacts of these treatments on businesses is fraught with difficulty. Then, in the interests of balance, the team turn to alcohol and burgers as they discuss their recent switch from drinks giant Diageo to fast-food behemoth McDonalds.
2 mins
