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The UK stock market is far more interesting than the headlines suggest, if you know where to look. Rathbone UK Opportunities Fund Manager Alexandra Jackson explains where she’s finding great companies. UK markets look messy at a headline level. Politics, interest rates, geopolitics – take your pick of things to worry about. But underneath all […]
A month into Kevin Warsh's tenure as the closely watched Fed Chair, investors are debating whether this is simply a change of personnel or the start of a new era for US monetary policy.Next, the team turn to AI, after a sharp sell-off in the mega-cap hyperscalers amid growing scrutiny of the sustainability of their spending.Finally, this month’s stock spotlight is Amer Sports – a name that might not be familiar, but who owns brands such as Arc’teryx and Salomon that are certainly growing in popularity.
Despite a noisy backlash against ESG, Rathbone Greenbank Multi-Asset Portfolios Fund Manager David Coombs argues that the underlying direction of travel hasn't changed – and identifies the themes he believes will drive returns over the next five years.Read more
Britain may not be built for heat, but its future increasingly demands that it is. Rathbone UK Opportunities Fund Manager Alexandra Jackson and Rathbone Greenbank Global Sustainability Fund Manager David Harrison explore the investment case behind cooling, ventilation and climate resilience.
In his latest American postcard, David Harrison looks past the spectacle of one of the largest-ever stock raises to ask what’s really moving markets. Follow the money pouring from AI model owners and hyperscalers to the chipmakers, suppliers and industrial firms standing in front of an enormous wave of spending.
The UK stock market is far more interesting than the headlines suggest, if you know where to look. Rathbone UK Opportunities Fund Manager Alexandra Jackson explains where she’s finding great companies.
Stocks have held up well on the surface so far this year, but it’s been an extremely narrow market, driven by a handful of mega-cap hyperscalers and AI enablers. Yet after a wild week or so, that has flipped – could momentum be starting to turn the other way? Next, they move on to the aerospace and defence sector, where the technology-focused names are leaving more traditional players trailing in their contrails. Finally, this month's stock spotlight reaches for the stars as SpaceX prepares for what promises to be a blockbuster IPO. Is this a rocket ship that investors should be looking to board?
Data centres are the beating heart of the digital economy – and the engine room behind the AI boom. But as these engines of the cloud multiply, communities are asking a simple question: who pays the price in water, electricity and quality of life? Sustainable investment analyst Neil Smith explores why local pushback is rising, and how some hyperscalers are trying to earn the trust it needs to keep building.Read more
When Will McIntosh-Whyte and David Coombs launched our Rathbone Greenbank Multi-Asset Portfolios five years ago, the mandate was clear: own companies that didn't just do well, but that also improved the world. ASML was there on day one.
As AI transforms the speed and breadth of market analysis, Rathbone Income Fund Manager Carl Stick asks an uncomfortable question: what happens when investors stop doing the thinking themselves?
The SpaceX IPO will be the most hyped stock market debut in history, argues Rathbone Multi-Asset Portfolios Fund Manager David Coombs. He explains why we won't be buying, and the space economy suppliers his team owns instead.
Gold, copper and oil prices are all surging, but we’re not calling a broad-based commodity supercycle for now. And, as Multi-Asset Fixed Income Research Analyst Sally Hoang explains, today’s unique drivers behind each price spike argue for a surgical, precise approach to commodity allocations – not a lump-sum bet on the whole basket.Read more
South Korea has leapfrogged the UK to become the world’s eighth-largest equity market, prompting the team to consider the implications for geographic allocation within portfolios. Next, to mark the five-year anniversary of our sustainable multi-asset portfolios, we reflect on how sentiment toward renewable energy has evolved and how the rise of AI has fundamentally reshaped global power demand. Finally, we shine a spotlight on Veralto, a US-based water-treatment and quality-control business.
We all know the old saying: “Sell in May and go away.” Like many bits of market folklore, it sounds neat, memorable and tempting to follow. But when Rathbone Multi-Asset Portfolios Fund Manager Will McIntosh Whyte explores whether this seasonal strategy stacks up and whether spiders really are afraid of conkers.
For years the FTSE 250 has been described as unloved, overlooked and somehow perpetually disappointing. And yet, over a full investing lifetime, it has quietly delivered. Rathbone UK Opportunities Fund Equity Analyst Robbie Carr reflects on becoming a new father, the underestimated resilience of UK mid caps, and why the middle child of equity markets deserves a reassessment.
China once dominated the emerging market equity universe. But Taiwan has caught up with its massive neighbour in terms of its weighting in the MSCI Emerging Markets Index. Head of Emerging Market Equities Tim Love explains what’s driven this change – and what it means for investors.
With headlines and tweets about the Middle East continuing to come in hot, this month Rathbones Asset Management’s multi-asset team explores what has changed – and what hasn’t. The focus then shifts to commodities, covering energy, metals and everything in between.
The rumble of B-52s is giving Head of Multi-Asset Investments David Coombs sleepless nights, while his days are filled with fever dreams of oil and TACOs. He looks at the long-term consequences of a more fractured world.
As the conflict continues in the Middle East, the team discusses whether they are making any changes to their portfolios in response to the big moves they're seeing in markets. Next on the agenda is the software sector: once-loved, but where sentiment has since soured. Finally, the stock spotlight of the month is Singapore Telecommunications, one of Asia's largest telecom operators that's evolved well beyond a traditional phone company.
UK Opportunities Fund Manager Alexandra Jackson is busting the winter blues. Great stuff is being made in the UK – and it’s being made exceptionally well.
