Manager James Thomson explains how he picks his best ideas from around the world. As 2022 progresses, he believes we will remain in a world of unreliable growth, with the worst of the supply chain disruption behind us. This could lower the bar for earnings expectations, making for a year of explosive earnings upside, but the journey might be less than smooth.
Article last updated 24 January 2022.
Please select your investor type and *location to ensure that you receive suitable content.
(*country of residence if an individual or country of operation if a corporation)
From 29 March 2019 our UK domiciled funds will not accept any new clients domiciled in a European Union (EU) 27 country. Current investors within the EU and the European Economic Area (EEA) may continue to hold units in our UK domiciled funds and may make additional contributions. This is subject to change.
The information held on this website relating to the Rathbone SICAV range of funds does not constitute an offer to sell, or solicit an offer to purchase any investments by anyone in any jurisdiction in which such offer or solicitation is not authorised or in which a member of the Rathbones Group is not authorised to do so.
Please read the legal and regulatory terms and conditions that apply when using this website. By entering, you are accepting the terms and conditions of use specific to your investor type and location.