Shows
Kepler Trust Intelligence PodcastMarket Matters: Featuring Alexandra Jackson from RathbonesMarket Matters is a monthly podcast from Kepler Trust Intelligence that delivers big-picture insights from leading investment specialists, exploring the opportunities, challenges, and risks shaping investors’ portfolios.
This month, we are joined by Alexandra Jackson, manager of the Rathbone UK Opportunities fund, which invests in UK mid-cap companies.
In this episode, Alexandra talks us through her route to becoming a fund manager, in which sector she thinks the UK stock market's stardust resides, why the picture for UK plc and our economy isn't as bad as some think, and riding the highs and lows of he...
2026-02-0928 min
The Sharpe EndStuck in the meddleGeopolitics remains front and centre this month, as the team unpack President Trump’s push to acquire Greenland, and what America’s renewed focus on energy security and re-shoring could mean for global markets and the funds. The conversation then turns to the industrials sector - an eclectic mix of companies increasingly buoyed by the AI boom and their growing role in data centre infrastructure - where the team see compelling opportunities. Finally, they discuss their recent purchase of medical technology business Stryker, a dominant force in the US orthopaedics and neurotechnology market.This podc...
2026-02-0337 min
The Sharpe EndCrude awakeningAs the calendar page turns to 2026, the team discuss what the year ahead could hold. Will the new year bring about any changes or is it business as usual? A midnight raid to abduct a Venezuelan strongman is certainly a new tactic for the US, but is President Trump’s underlying aim still the same? Next on the agenda is China: Will its strong stock market performance of 2025 continue, or will China’s ongoing macroeconomic challenges dampen spirits? Finally, sticking to the China theme, the team discuss Alibaba, an e-commerce giant and a relatively new addition to the funds.
2026-01-1334 min
The Sharpe EndTaxing your home for ChristmasThe Christmas jumpers and mince pies are out for the Multi-Asset Team as they enjoy that magical time of the year where they review Fund Manager David Coombs’ market predictions for 2025. How wrong was he this time? Or did he manage to turn it around for once? Did he divine the direction of UK growth and bond markets? What about the fortunes of US equities and presidential politics? All will be revealed. This podcast was recorded on 3 December 2025. If during this podcast the team reference any terms you're unfamiliar with, please see...
2025-12-0948 min
Rathbones Look forwardInspired Sounds (Episode 17): Between the vines - Hundred HillsWe’re excited to welcome Stephen Duckett, founder of the Hundred Hills Vineyard in Oxfordshire who invited us down to experience the wine making process first-hand.
Hosted by Senior Investment Director Kartik Rawal, Stephen uncorks the truth about the key ingredient to successful entrepreneurship: resilience. It’s the ability to push through moments of fear, uncertainty, and change that truly defines success, whether you’re building a business or crafting the perfect vintage.
Watch or listen to more episodes of Inspired Sounds via the playlist below.
The value of your investments and the income from them may go down as well a...
2025-12-0852 min
The Sharpe EndThe UncrediblesThe team kicks things off this month with the UK Budget and what they would like to see emerge – but probably won’t get – from the Chancellor's briefcase. Next, it's on to the US, where fund manager Will McIntosh-Whyte has just returned from. The team hear about his week of on-the-ground research and meeting with companies on the east coast. Finally, they discuss a new holding: Booking Holdings, a global online travel agency.This podcast was recorded on 19 November 2025. If during this podcast the team reference any terms you're unfamiliar with, p...
2025-11-2138 min
The Sharpe EndCollateral DamageAre we in an AI bubble? That’s the question the team try to answer on this month’s episode. While there are definitely bubble-like signs popping up in the market, are there enough for the team to be worried? Next, some cracks are beginning to show in private credit. The team discuss recent bankruptcies that have hit the headlines, and whether these are isolated cases or indications of a wider risk to the global economy. Finally, the spotlight is on Lonza, a one-stop shop for drug development and manufacturing that the team has bought recently. Thi...
2025-10-1735 min
The Sharpe EndGone with the windInvestor eyes and ears turned to the US Federal Reserve Chair Jerome Powell’s Jackson Hole speech in August as he hinted that interest rate cuts could be coming in the US. How did our team respond to the rotation away from tech to cyclical stocks? Turning to energy, President Donald Trump’s been causing more havoc to wind energy developers by striking down projects under development, while on the other side of the pond Europe has its own struggles with getting renewable energy into the grid. The team shares their energy exposure across the core and sustainable portfolios, and...
2025-09-0937 min
The Sharpe EndGoldlingerYou may feel a sense of déjà vu this month, as the team once again talk tariffs after July’s trade deal deadline got pushed back and a raft of negotiations and agreements ensued. While markets now seem almost to ignore many of the tariff announcements, there’s some nervousness around the economic data coming out of the US — but how accurate is it really? With frequent revisions (like the recent nonfarm payrolls), is it a true reflection of what’s actually happening? Next on the agenda is commodities: there’s been a fair amount of volatility, so what’s drivi...
2025-08-1238 minThe Sharpe EndThe 5% Club (with special bonus content!)Geopolitics are top of the agenda in an extra special podcast that celebrates four years of talking common sense about investing (alright and a bit of questionable banter on the side). While markets hover around all-time highs, the world feels far from calm. Are investors too relaxed? How is our team reacting to current events? And what does NATO’s bold new target for military spending mean for defence companies? Then the team changes gears to discuss Ashtead, the world’s second-largest rental company for construction and industrial rental equipment. And as a birthday bonus, our multi-asset equity analyst Emma...
2025-07-0948 minThe Sharpe EndBeauty's in the eye of the bondholderThis month the team talk all things big and beautiful – not a remake of the hymn – but President Trump’s new budget bill. Deemed by some as more generous to taxpayers great than small, Elon Musk thinks it’s by no means wise and wonderful. He called it an “outrageous, pork-filled … disgusting abomination”! So what does the bill actually contain, and what are its potential implications? Next, a few warning signals have been quietly popping up in markets. Are these anything to be concerned about? Finally, the team cover an under-the-radar stock that’s a core holding for the portfolios: Assa...
2025-06-1033 min
The Sharpe EndThe Importance of Beating EarningsAs Oscar Wilde wrote, in matters of grave importance, style, not sincerity, is the vital thing. Yet President Trump’s style is leading some to question American exceptionalism, which has been a hot topic of conversation for the team for years now. The team discuss their thoughts on the longer-term impact of current events on markets and the global economy. And then guess who’s back, back again – no it’s not Eminem but earnings season! The team talk about how it’s gone so far and what’s surprised them in what’s always a busy time. Finally, Apple – which...
2025-05-1341 minThe Sharpe EndIt’s a kinda tariffPresident Donald Trump’s “Liberation Day” tariffs, delivered on two giant placards in the Rose Garden, sent stock markets into freefall. The team explain how they are unpicking what might happen next and how markets may react to further news and retaliations. The focus then switches to reviewing how the UK’s recent Spring Statement’s announcements – or perhaps the lack thereof – have left the team feeling about UK PLC. Finally, UK listed food service business Compass is on the menu as the team outline what attracts them to the company. This podcast was recorded on 3 April 2025...
2025-04-0737 min
The Sharpe EndEuroRevisionEurope has been the star of the show for the past couple of weeks. What’s driven this unusual outperformance? Will 2025 be the year of Europe’s comeback, or just another a short-lived bounce? The team then moves on to America: you can’t get away from President Donald Trump and his tariffs at the moment.Despite having talked about it on last month’s episode, there’s a whole lot more to cover since then. Finally, the team discuss Unilever, a manufacturer of household staples which has been a long-term holding in our Greenbank multi-asset range, but a new...
2025-03-1139 min
Financial Planning UnlockedFinancial planning for the younger generation - part 2Olly Cheng, financial planning director and Samantha Boyd, investment director continue their conversation about teaching the younger generation money management skills. In this episode, our speakers explore savings and investments.
Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner.
This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate.
Rathbones is under no oblig...
2025-03-0316 minThe Sharpe EndJevons AboveThe Donald is firing out of the blocks on trade tariffs with no hesitation. The team discusses what it means for financial markets and how they should position their funds for a world of potentially lesser trade. Not to be outdone, the AI sector had its own mini-revolution recently with the emergence of low-cost Chinese chatbot DeepSeek. Does this call into question the dominance of the AI market darlings? Finally, the team outlines the appeal of heavy equipment manufacturer, Caterpillar, which has been in the funds for a number of years.This podcast was...
2025-02-1838 min
Financial Planning UnlockedFinancial planning for the younger generation - part 1Whether you’re a parent, grandparent or a guardian, it’s important to teach young people good financial habits, and the earlier the better. In this episode, our experts Olly Cheng, financial planning director and Samantha Boyd, investment director share some top tips on how to teach the younger generation about money management.
Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner.
This podcast has been produced for information purposes only and isn’t intended to const...
2025-02-0615 min
Rathbones Inspired MindsJane & Beatrice Hasell-McCoshIn the latest episode of Rathbones Inspired Minds, Daniel Norcross speaks to Jane & Beatrice Hasell-McCosh. Daniel talks to Jane about what inspired her to establish the Dalemain World Marmalade Awards which celebrates it's 20th anniversary in 2025. As well as being an accomplished artist, Jane's daughter Beatrice also plays a big role in running the annual event in Cumbria which goes from strength to strength. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management. The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not necessarily reflect the views of Rathbones Investment Ma...
2024-12-1835 min
The Sharpe EndNo Miracle on 30 Gresham StreetIt’s that time of year again! Mariah Carey is blaring in the shops, the Elf on the Shelf is on the loose in homes across the country, and our head of multi-asset David Coombs is held accountable for his annual predictions. Will the team be naughty or nice when they mark David on his prognostications spanning UK and US politics, bond yields, central bankers, and passive investing? As ever, David will be pleading his case and aiming to beat last year’s score and – he hopes – perhaps post a new high score.
Rathbones multi-asset investing...
2024-12-1041 minRathbones Inspired MindsSarah DunningIn the latest episode of Rathbones Inspired Minds, Daniel Norcross speaks to Sarah Dunning, Chair of Westmorland Family. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management. The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not necessarily reflect the views of Rathbones Investment Management, nor will they constitute a recommendation or advice to buy or sell any product or service on behalf of Rathbones Group plc.
2024-12-0435 minRathbones Inspired MindsMiranda MalinsIn the latest episode of Rathbones Inspired Minds, Daniel Norcross speaks to author and historian Miranda Malins. Daniel talks to Miranda about her passion for 17th Century history. Miranda has written two brilliant novels about the Cromwell family, The Puritan Princess and The Rebel Daughter. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management. The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not necessarily reflect the views of Rathbones Investment Management, nor will they constitute a recommendation or advice to buy or sell any product or service on behalf of...
2024-11-2145 minThe Sharpe EndTrump Ad-VanceA lot going on this month, so the team focus on two rather large events which took place within a week of each other. First up is the big show across the pond: with Trump now claiming his seat in the Oval Office the team give their immediate reaction to his victory and discuss what it could mean for markets and their funds. Then the team swing to look at the ramifications of the Labour government’s first Budget. How much of the doom and gloom sown before Budget Day was reaped, and how will it affect UK economic gr...
2024-11-0735 minRathbones Inspired MindsRichard BeardIn the latest episode of Rathbones Inspired Minds, Daniel Norcross speaks to author Richard Beard. Richard is the winner of the 2018 Ackerley Prize for his memoir, The Day That Went Missing. As well as being a writer, Richard played professional rugby in France. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management. The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not necessarily reflect the views of Rathbones Investment Management, nor will they constitute a recommendation or advice to buy or sell any product or service on behalf of Rathbones Gr...
2024-11-0645 minFinancial Planning UnlockedThe power of compoundingIn this episode, our experts Matthew Hall, investment director and Malvee Vaja, financial advisor discuss the effects of compounding. You'll hear how regular saving and compounding helps to increase your wealth over time and also some of the most important things to remember when investing.
View the accompanying slide here.
Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner.
This podcast has been produced for information purposes only and isn’t intended to cons...
2024-11-0110 minRathbones Inspired MindsAlex MassieIn the latest episode of Rathbones Inspired Minds, Daniel Norcross speaks to journalist and broadcaster Alex Massie. Alex was previously Washington correspondent for the Scotsman and writes political columns for The Times and Sunday Times. Alex talks to Daniel about his life in journalism and what has inspired him through his illustrious career. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management. The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not necessarily reflect the views of Rathbones Investment Management, nor will they constitute a recommendation or advice to buy or...
2024-10-2339 minThe Sharpe EndThe Great Malls of ChinaThe gaze turns eastward this month as the team discuss China’s recent stimulus. Will it be enough to wrestle the economy out of its post-COVID funk? Then the conversation turns to making sense of western central bank interest rate cuts that coincide with conflicting economic data. Calling the direction of travel is challenging, so what does it mean for their portfolios? Finally, what has made UK-listed information and analytics business RELX a long-time holding in the funds?
This podcast was recorded on 10 October 2024.
If during this podcast the te...
2024-10-1537 minRathbones Inspired MindsVaseem KhanIn the latest episode of Rathbones Inspired Minds, Daniel Norcross speaks to acclaimed writer Vaseem Khan, author of the Baby Ganesh Detective Agency novels and forthcoming James Bond spin-off Quantum of Menace. In a fascinating conversation, Vaseem tells Daniel about what inspires him and what led him to write his new novel featuring iconic Bond character Q. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management.The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not necessarily reflect the views of Rathbones Investment Management, nor will th...
2024-10-0947 minFinancial Planning UnlockedMaking sense of tax bandsIn this podcast, we hear from Malvee Vaja, Charlotte Kennedy and Michael McManus as they talk about the complexities of income tax bands and how you can receive tax relief through pension contributions or charitable gifting.
Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner. This podcast is based on current legislation at the time of recording and applies to English tax law.
This podcast has been produced for information purposes only and isn’t intended to cons...
2024-10-0110 minRathbones Inspired MindsDaisy ChristodoulouIn the latest episode of the new series, Daniel speaks to educator and writer Daisy Christodoulou. Daisy is regarded as one of the most influential figures in British education while she's also just written a new book, I Can't Stop Thinking About VAR.The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management.The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not necessarily reflect the views of Rathbones Investment Management, nor will they constitute a recommendation or advice to buy or sell any product or service on...
2024-09-2553 minRathbones Inspired MindsHarvey WhitehouseIn the first episode of a brand new season of Rathbones Inspired Minds, host Daniel Norcross speaks to renowned anthropologist Harvey Whitehouse. In this fascinating conversation Harvey talks to Daniel about what inspires him and his new book Inheritance, The Evolutionary Origins of the Modern World, which focuses on how our evolved psychology has shaped the past, present and future of humanity.The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management.The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not necessarily reflect the views of Ra...
2024-09-1155 minThe Sharpe EndDon't raise tax in angerIt’s just over a month since Keir Starmer took over at Number 10, and for those of you not glued to Ticketmaster scrambling for Oasis tickets you may have noticed that we’ve started to learn a little more about what “Starmerism” will look like. In light of this, the team discuss how the new Labour government’s agenda might impact UK equity and bond markets, along with sterling. At the risk of opening old wounds, the team looks back at some of the “ones that got away” as they ponder the potential teachable moments gained from missed opportunities. And next on th...
2024-09-1042 min
Financial Planning UnlockedA mortgage and protection masterclass - the benefits of using specialist brokersIn this podcast, Simon Maydon, financial planning director at Rathbones, meets Stephen Bourke and Jamie Roberts from Henry Dannell who are specialists in delivering bespoke protection and mortgage solutions to private clients. They talk about the complexities of financial protection and thus the benefits of using a specialist broker. They then move onto mortgages and cover some of the novel ways lenders are approaching the marketplace for borrowers of all ages.
Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a...
2024-09-0218 minThe Sharpe EndBraking BadTrying to unpick some pretty extraordinary moves in global indices, the team discuss what’s been going on. Was it simply a short-term market overreaction, or something that we might be dealing with for a little while longer? They then move on to automotive parts – a blast from the past for manager David Coombs, but a new addition to the funds. They explain why they like the sector now, and what led them to add O’Reilly and LKQ to the funds. Finally, the team review American Tower, which has benefited from the growing expectation of imminent interest rate cuts i...
2024-08-1332 min
Financial Planning UnlockedNavigating inheritance tax and gifting - Part 2Christy Lombard, certified financial planner and tax advantaged investment specialist and David Nelson, chartered financial planner and senior financial planner director continue the conversation around inheritance tax. In this episode, our team discuss real life scenarios to help bring IHT to life some of the ways people are able to navigate the landscape and improve the outcomes for their families.
Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner.
This podcast has been produced for information purposes on...
2024-08-0915 min
Financial Planning UnlockedNavigating inheritance tax and gifting - Part 1In this podcast, you'll hear some of the issues around inheritance tax planning. Find out why it’s important to talk to your family so that everyone has a chance to express their point of view, as well as the issues to consider when thinking about the most efficient ways to pass on your wealth.
Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner.
This podcast has been produced for information purposes only and isn’t inte...
2024-08-0916 min
Financial Planning UnlockedFinancial wellbeing - Part 2In this podcast, our speakers continue to discuss the findings from the Rathbones Wellbeing Report with the focus on gender, geography and occupation and the differences between these groups.
You can view the full report here.
Please note: this podcast was recorded in May 2024, ahead of the general election.
Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner.
This podcast has been produced for information purposes only and isn’t intended to constitute finan...
2024-08-0912 min
Financial Planning UnlockedFinancial wellbeing - Part 1In this podcast, you'll hear more about the Rathbones Financial Wellbeing Report, and the main concerns of the 1,000+ individuals who took part. Listen now to hear about the report’s main findings, including the cost of long-term care and the impact of inflation on savings and investments.
You can view the full report here.
Please note: this podcast was recorded in May 2024, ahead of the general election.
Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial plann...
2024-08-0913 minThe Sharpe EndLes MisérablesOn the eve of the most telegraphed election result in UK history, the team turns instead to a murkier electoral outlook in Europe. How will a shifting European political landscape – especially in France – impact the region’s economy? And what would the knock-on effects influence the European Central Bank from here? They then discuss the consumer as questions abound on the true condition of household spending, given some weaker reports from some company management, particularly in the US. Is this just some belt tightening or something more worrisome? Finally, in a world of swift tech and AI development, demand for bu...
2024-07-0940 minRathbones Inspired MindsHenry DimblebyIn this episode of Rathbones Inspired Minds, host Daniel Norcross speaks to businessman, Leon co-founder and sustainable food campaigner Henry Dimbleby. Henry led the National Food Strategy, which developed a plan to help disadvantaged children and promote environmental and animal welfare standards. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management.The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not necessarily reflect the views of Rathbones Investment Management, nor will they constitute a recommendation or advice to buy or sell any product or service on beha...
2024-06-2647 minRathbones Inspired MindsJonathan WilsonIn the latest episode of the Rathbones Inspired Minds podcast series, host Daniel Norcross speaks to renowned sports journalist Jonathan Wilson, three times winner of the FSA Football Writer of the Year. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management.The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not necessarily reflect the views of Rathbones Investment Management, nor will they constitute a recommendation or advice to buy or sell any product or service on behalf of Rathbones Group plc.
2024-06-1235 minThe Sharpe EndQuantum LeapInflation is on our agenda but not quite in the way you might expect. We discuss the outlook for inflation in the longer term and consider how some big structural changes could shift perceptions on what’s a ‘normal’ rate of inflation. Attention then turns to the tech sector and software in particular. Despite all the plaudits for the tech darlings, could we be seeing the first signs of a software slowdown? Finally, all creatures great and small are on the team’s collective minds as they discuss animal health business Idexx Laboratories and the way its products and services...
2024-06-1140 min
The Vox Markets PodcastThe Exchange with Alexandra Jackson of RathbonesLive today on Vox Markets, I was delighted again to speak to accomplished fund manager Alexandra Jackson of Rathbones Group Plc – including:
00:00 Her investment style & how returns have fared YTD’24.
05:05 Keywords Studios
06:50 Team17 Digital
10:10 Possible market impact of the UK general election
13:10 Volution Group plc
16:15 Treatt
21:00 Boku
24:50 Fever-Tree
30:30 SSP Group plc
33:05 FDM Group
36:45 Bytes Technology
39:40 GBG Plc
43:40 Molten Ventures
47:10 Future
52:00 Advanced Medical Solutions
55:50 Bloomsbury Publishing Plc
60:35 AB Dynamics
67:05 Dowlais Group plc
70:00 Oxford Instruments
#KWS #TM17 #FAN #TET #FEVR #SSPG #FDM...
2024-06-101h 15Rathbones Inspired MindsBaroness Rosie BoycottIn the latest episode of the Rathbones Inspired Minds podcast series, host Daniel Norcross speaks to Rosie Boycott, the first woman to edit a broadsheet newspaper and co-founder of feminist magazine Spare Rib. As Baroness Boycott, Rosie is now a life peer in the House of Lords and is also known for her work in food activism with interests in food poverty, health, environment and agricultural sustainability. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management.The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not ne...
2024-05-2937 minThe Sharpe EndGoing into LabourIn an election extravaganza of a year the team discuss how they will navigate the many political changes which may be ahead, particularly in the UK where a change in the occupancy of Number 10 seems highly likely. Diversification is the goal of any multi-asset manager, but just how do you achieve it and how has a world of higher interest rates changed that? The team outline the latest on this all-important topic. Finally, could the road ahead be brightening for UK medical equipment company and long-time portfolio holding Smith & Nephew?
This podcast was recorded on 9 May 2024.
2024-05-1442 minRathbones Inspired MindsMichael TaylorIn the latest episode of the Rathbones Inspired Minds podcast series, host Daniel Norcross speaks to acclaimed historian Michael Taylor. Michael talks to Daniel about his latest book 'Impossible Monsters', a truly captivating account of the discovery of the dinosaurs and how it changed our understanding of the origins of the world. Michael is also one of the world's foremost writers on the British Empire, as well as a Mastermind finalist and University Challenge champion. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management. The opinions expressed on Rathbones Inspired...
2024-05-0846 minRathbones Inspired MindsJames HollandIn the latest episode of the Rathbones Inspired Minds podcast series, host Daniel Norcross speaks to historian, author and broadcaster James Holland. James talks to Daniel about his obsession with Second World War history, the hugely successful podcast partnership with comedian Al Murray and his determination to inspire the younger generation about history. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management.The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not necessarily reflect the views of Rathbones Investment Management, nor will they constitute a recommendation or...
2024-04-2441 minThe Sharpe EndNo Cuts No GloryWith plenty of debate about the state of the US economy, whether the inflation dragon is slain or not, if the landing will be a soft one, and when the Fed might start cutting rates, the team discuss whether the US economic porridge is too hot, too cold or just right. The US consumer is next on the menu as some recent weakness in areas of consumer spending has the team pondering if these shifts in how hard-earned cash is being spent are cyclical or longer-term in nature. Finally, the team turn to Sony, of PlayStation and Walkman fame...
2024-04-1632 minRathbones Inspired MindsJenny NatuschIn the latest episode of the Rathbones Inspired Minds podcast series, host Daniel Norcross speaks to Jenny Natusch, the founder of children's charity Escape2Make. In a brilliant conversation Jenny tells Daniel what inspired her to set up E2M and how she is totally focused on assisting the lost generation of 11-18-year-olds, from all walks of life, in escaping from the pressures of social media, loneliness, and life itself. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management.The opinions expressed on Rathbones Inspired Minds are the guests’ ow...
2024-04-1038 minRathbones Inspired MindsAdam RutherfordIn the latest episode of the Rathbones Inspired Minds podcast series, host Daniel Norcross speaks to geneticist, writer and broadcaster Adam Rutherford. Adam is author of the award winning best seller 'How to Argue With A Racist' and enjoys a fascinating conversation with Daniel about genetics and the science behind exactly who we are and the mathematics of why. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management. The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not necessarily reflect the views of Rathbones Investment Management, no...
2024-03-2749 minThe Sharpe EndHot TopixWhile the US economy and markets seemingly look in a pretty good place right now, the team discuss one of the potential flies in the ointment: US commercial real estate. Many worries have been floated about large cuts to office property values – are they valid? And if so what second order impacts could there be? The focus then turns eastward to the rise of Japan’s stock market and increased investor interest. This leads the team to discuss whether years of corporate reform could mean a new dawn for the nation or just another false one. Finally, the Magnificent Seve...
2024-03-1935 minRathbones Inspired MindsMelissa HarrisonIn the latest episode of the Rathbones Inspired Minds podcast series, host Daniel Norcross speaks to novelist, nature writer and children's author Melissa Harrison. Melissa tells Daniel that nature and encouraging others to connect to the natural world is her inspiration. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management. The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not necessarily reflect the views of Rathbones Investment Management, nor will they constitute a recommendation or advice to buy or sell any product or service on behalf of...
2024-03-1441 minRathbones Inspired MindsPeter FrankopanIn the latest episode of the Rathbones Inspired Minds podcast series, host Daniel Norcross speaks to historian Peter Frankopan, author of the multi-million copy bestseller ‘The Silk Roads’ and latest book 'The Earth Transformed'. Peter talks about what inspires him and how his sense of discovery drives his work. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management. The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not necessarily reflect the views of Rathbones Investment Management, nor will they constitute a recommendation or advice to buy or sell...
2024-02-2844 min
Podcasts from Irish FundsSuccess Stories in Distribution - Panel Discussion (UK Symposium 2023)Today we are bringing you the next episode in our series of recordings from the Irish Funds 10th Annual UK Symposium, which took place on November 30th in London.
This episode features the panel discussion entitled “Success Stories in Distribution”, which was moderated by Dominik Kremer of Haven Green, Jayne Rogers of Rathbones Plc, Richard Kelly of LGIM, Nick Emmins an Independent Non-Executive Director, and Lindsay Gold of Baillie Gifford Europe
The panel discusses key trends, how to navigate the regulatory environment, and what it takes to successfully distribute investment funds from their personal experiences. The...
2024-02-2334 minThe Sharpe EndBlack Sheep DownThe Magnificent Seven was the buzz phrase of 2023 as seven stocks drove so much of the return from US equity markets. America isn't the only place with a concentration issue though: it’s the same picture in Europe and the UK. The team look forward and discuss what risks and opportunities may lie ahead as a result of this phenomenon. They then turn to the defence sector and why there might be some meaningful changes afoot to drive more government spending in this area. Finally, Canadian e-commerce company Shopify is on the agenda as the team outline the company's br...
2024-02-1339 minRathbones Inspired MindsAndy ZaltzmanIn the latest episode of the Rathbones Inspired Minds podcast series, host Daniel Norcross speaks to comedian Andy Zaltzman, host of the hugely popular BBC Radio 4 comedy show The News Quiz as well as statistician for BBC Radio’s Test Match Special. Andy talks about what inspires him as sports devotee, broadcaster and satirist. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management. The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not necessarily reflect the views of Rathbones Investment Management, nor will they constitute a recomm...
2024-02-1240 minRathbones Inspired MindsEbony Rainford-BrentIn the latest episode of the Rathbones Inspired Minds podcast series, host Daniel Norcross speaks to broadcaster and former England cricketer Ebony Rainford-Brent. Ebony was the first black woman to play cricket for England and shares what inspires her in work and life. She also reveals her prolific bucket list, how she is trying to inspire the next generation of female cricketers and what it's like working alongside Daniel in the Test Match Special commentary box! The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management. The opinions expressed on Rathbones I...
2024-01-2938 minThe Sharpe EndTwenty-twenty (four) visionAfter the roller coaster that was 2023, the team discuss getting their bearings for the year ahead. Then, speaking of creaking behemoth structures in need of investment, they explain why they’ve been buying general infrastructure funds for the first time ever. Finally, a new portfolio holding is German medtech company Carl Zeiss, which specialises in cutting-edge tools for eye health. Perhaps some of Carl Zeiss’ products may help us all better see what the year ahead might hold…
This podcast was recorded on 11 January 2024.
If during this podcast the team reference any terms you're unfamiliar with...
2024-01-1639 minRathbones Inspired MindsTom HollandIn the opening episode of the Rathbones Inspired Minds podcast series, host Daniel Norcross speaks to author, broadcaster and acclaimed historian Tom Holland. Tom reveals what has and continues to inspires him. The Rathbones Inspired Minds podcast series is brought to you by Rathbones Investment Management.The opinions expressed on Rathbones Inspired Minds are the guests’ own and will not necessarily reflect the views of Rathbones Investment Management, nor will they constitute a recommendation or advice to buy or sell any product or service on behalf of Rathbones Group plc.
2024-01-1543 minThe Sharpe EndAll 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?
2023-12-1239 minThe Sharpe EndS…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 y...
2023-11-0737 minThe Sharpe EndRish and ChipsThe 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.
This podcast was recorded on 5 October 2023.
Rathbones multi-asset investing team:David Coombs, Head of Mu...
2023-10-1037 minThe Sharpe EndscAIRbnbWith an array of UK retailers struggling and the housing market slump deepening, the team discuss managing exposure to the UK and why they are keeping an eye on the escalating government clampdown on Airbnb. Also, in recognition of National Inclusion Week, the team share how they think about diversity when investing and why Nike, one of the few consumer stocks they hold, is one company that has navigated this area successfully.
This podcast was recorded on 7 September 2023.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset...
2023-09-1336 minThe Sharpe EndDog days aren’t overThe team cast their minds back to the days before we knew what COVID was and when inflation was considered conquered to review an investment report they published in 2019 called Ditch the Models. Which of these models the team suggested ditching panned out the way they expected? And are there any others that could do with being ditched today? The swiftly growing animal health sector is the final topic as the team discuss how to avoid the dogs in the space and hopefully end up as the cats who got the cream.
This podcast was r...
2023-08-0838 min
The Sharpe EndHips don’t lieThe chemicals sector is often the canary in the economic coal mine, so a spate of profit warnings spark a discussion among the team. Meanwhile, is the pent-up demand from COVID-delayed elective surgeries finally coming on stream, and what would it mean for med-tech companies? Finally, the team takes a deep dive on German industrial giant Siemens, which has spent a decade reshaping its business.
This podcast was recorded on 6 July 2023.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager...
2023-07-1134 min
The Sharpe EndLord of the FirefliesCommodities have fallen from their lofty 2022 heights, so are they starting to get interesting again? The team discuss the fortunes of everything from foodstuffs to metals through energy, given the ever-changing backdrop for commodities. Meanwhile, is AI the revolutionary force people are excited about, or another fad generating a bout of market hype? Will long-time holding Adobe, a digital marketing tool supplier known for the humble PDF, harness AI or get eaten by it?
This podcast was recorded on 8 June 2023.
Rathbones multi-asset investing team:David Coombs, Head of Multi-Asset InvestmentsWill M...
2023-06-1337 minThe Sharpe EndDancing on the debt ceilingIs America approaching the finish line for interest rate hikes? The team discuss the latest from the other side of the pond, including all the fun of the debt ceiling political football. Meanwhile, are the fears and stresses in the commercial property market signs of an opportunity or a justified warning to stay well away? That leads the team to ponder US insulation and roofing business, Owens Corning, and the tailwinds that should support the company in coming years.
This podcast was recorded on 9 May 2023.
Rathbones multi-asset investing team:David Coombs, Head o...
2023-05-1535 min
The Sharpe EndWake me up when recession endsGiven all the recession chat, Rahab tries to bring some positivity to this episode and challenges Will and David to build a bull case for investing. Following the UK’s Green Day announcements, the team also discuss why it seems net-zero is falling down the priority list, what this means for electric vehicles and why they believe global auto technology company Aptiv could be the winner in this space.
This podcast was recorded on 13 April 2023.
Rathbones multi-asset investing team:David Coombs, Head of Multi-Asset InvestmentsWill McIntosh-Whyte, Fund Manager, Rathbone Greenbank Mul...
2023-04-1836 min
The Sharpe EndSleepless in Silicon ValleyTrying to unpick the turmoil in the banking sector, the team discuss what happened in the last week or so and what it means for the future, and explain what action they’ve taken as a result. Their gaze then shifts to our fair shores as they ask whether, after a few years in the investment wilderness, the UK could be on the precipice of some structural changes that might support the economy and perhaps the equity market too.
This podcast was recorded on 16 March 2023.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset In...
2023-03-2038 minThe Sharpe EndLove SatchuallyCould David’s usual prediction of US stocks beating European ones come a cropper this year? The team also explain why US real estate investment trusts are a different ball game for them vs the UK market, and where there are some exciting opportunities. Finally, the team turn a loving, Valentine’s Day gaze towards European luxury goods giant LVMH and discuss just why the company’s resilient earnings are perhaps worth paying a pretty penny for.
This podcast was recorded on 9 February 2023.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will M...
2023-02-1438 min
The Sharpe EndA Lidl less compensationThe team kick off 2023 discussing the outlook for the year ahead: what stays the same, what changes, and why it’s important not to overreact simply because there’s a new calendar adorning our desks. They also discuss whether consumers trading down in household staples will mean less-resilient revenues, and why they think global skincare and cosmetics giant Estee Lauder presents a different story to its peers.
This podcast was recorded on 12 January 2023.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio fund...
2023-01-1734 minThe Sharpe EndThe quotes of Christmas pastJoin the whole Sharpe End team for the Christmas special edition where Craig, Rahab, and Will hold David to account for his predictions for 2022. Just how well did David call the fortunes of the UK economy? How accurate were his views on speculative technology and cryptocurrency? And, importantly, did he beat last year’s score of 4.5 points!?
This podcast was recorded on 7 December 2022.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds
Craig Brown, Se...
2022-12-1341 min
Her Future Bright PodcastWorking in Investment Management with Noelle Cazalis, Fund Manager at Rathbone Brothers PlcOn this weeks epsiode of Her Future Bright is Noelle Cazalis. Noelle works with Bryn Jones, assisting in the management of the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund, she also manages the Rathbone High Quality Bond Fund. Noelle joined Rathbones in August 2011 and was made assistant manager in January 2016, then fund manager in November 2018. Before this, she worked as a financial analyst for the Bank of France and spent five months in Cambodia, where she undertook due diligence on the banking sector for the French Embassy. Noelle has achieved tw...
2022-12-0628 minThe Sharpe EndTechNoBeatsWith all the shenanigans since our last episode, is the UK now a relative beacon of political stability? If so, does that move the dial for the prices of British assets? The team explain why capital discipline and the resiliency of ad revenue are the order of the day for them given recent weaker earnings from the US tech giants. Finally, do political shifts in China change the long-term picture for investing in the country?
This podcast was recorded on 9 November 2022.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
...
2022-11-1535 min
The Sharpe EndQuidDitchThe team ponder whether, after the not-so-mini reaction to the Chancellor’s ‘mini-budget’, it’s finally time to buy UK bonds again or whether US Treasuries still look a better place for capital, and explain how they are tackling currency exposure in the face of a continually volatile pound. Also, what does the return to a world of higher costs of capital and risk-free rates mean for markets, and how should it change how we invest?
This podcast was recorded on 6 October 2022.
Rathbone Funds multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Wi...
2022-10-1134 minThe Sharpe EndThe Jackson DiveHave US Fed Chair Jerome Powell’s comments at Jackson Hole spooked the team as much as they spooked the market? This month, David, Will, and Craig also discuss how much attention to pay to the weakening US housing market, and finally touch on the video game industry and how it should remain an exciting place to invest for many years to come.
This podcast was recorded on 1 September 2022.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Po...
2022-09-0732 minThe Sharpe EndPenny drainWe may have (finally) reached peak inflation, argue David, Will and Rahab this month. Also, they explain how the Tory leadership campaign made them reassess the benefits and pitfalls of deregulation, and why they think water is an exciting investment theme for their portfolios.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds
Craig Brown, Senior Multi-Asset Investment Specialist
Rahab Paracha, Sustainable Multi-Asset Investment Specialist
About Rathbones:
Rathbones, a FTSE 250...
2022-08-0935 minThe Sharpe EndFeeling the PinchThis month, David, Will and Craig discuss the wide-ranging impacts of the energy market’s current stresses and complexities. Also, despite some expected post-pandemic catch-up in consumer services spending, the team aren’t tempted by many businesses that have benefited. Finally, they discuss the departure of Prime Minister Boris Johnson in real time and what it might mean for fiscal policy and the UK economy.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds
Craig Brown, Seni...
2022-07-1238 min
The Sharpe EndNever mind the CloroxWhy is credit starting to look attractive to David, Will and Craig for the first time in quite a while? Also, the team question how resilient consumer staples companies may be in the current environment and explain why they are still comfortable with composite decking manufacturer Trex despite a tough year so far.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds
Craig Brown, Senior Multi-Asset Investment Specialist
Rahab Paracha, Sustainable Multi-Asset Investment Specialist
2022-06-0731 min
The Sharpe EndBear necessitiesThis month, David, Will and Craig discuss managing a portfolio in a bear market and avoiding the pitfalls of emotional decisions, their love/hate relationship with the hamster wheel of earnings season, and why – despite attracting the attention of a rather eccentric billionaire – pure play social media companies have never really turned their heads.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds
Craig Brown, Senior Multi-Asset Investment Specialist
Rahab Paracha, Sustainable Multi-Asset Investment Spec...
2022-05-0532 min
The Sharpe EndAmerican beautyThis month, David Will and Rahab try to make sense of what simultaneous recessionary and inflationary risks mean for markets and central bank policy. Also, what does the difficult start to the year for ESG investing mean for its future? And they explain why Ulta Beauty has been surprisingly resilient despite rocky markets.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds
Craig Brown, Senior Multi-Asset Investment Specialist
Rahab Paracha, Sustainable Multi-Asset Investment Specialist
2022-04-1434 minThe Sharpe EndDark daysThis month David, Will, and Craig discuss the various long and short-term market implications of the conflict between Russia and Ukraine and how they are attempting to navigate these in portfolios.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds
Craig Brown, Senior Multi-Asset Investment Specialist
Rahab Paracha, Sustainable Multi-Asset Investment Specialist
About Rathbones:
Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for...
2022-03-1131 minThe Sharpe EndMAMAA miaOn this month’s episode of The Sharpe End, David, Will and Rahab question whether the Bank of England hiking rates will be good for the UK economy. Also, what do the latest earnings from the FAANG, or now MAMAA, stocks tell us? And they share their thoughts on the rise of activist investors targeting company management.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds
Craig Brown, Senior Multi-Asset Inv...
2022-02-1634 minThe Sharpe EndHike clubIn the first episode of 2022 David, Will, and Craig try to bring some order to a rather tricky new year for global markets, discussing what risks and opportunities this presents. The team also explain why they aren’t reaching for the gold despite growing geopolitical risks, and why they are buying baser commodities instead.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds
Craig Br...
2022-01-1830 min
Stocks for BeginnersTerri Duhon - Acknowledging Risk in Every Investment DecisionWe need a holiday. We’ll be back soon with new episodes but in the meantime, here is one of my favourite episodes of the podcast.Terri Duhon is the Non-Executive Chair of Morgan Stanley Investment Management Ltd. She is also on the board of Morgan Stanley International as a Non-Executive Director where she chairs the Risk Committee; on the board of Rathbones plc a FTSE250 UK Wealth Manager as a non-executive director, and Chair of the Risk Committee; an Associate Fellow at The Said Business School; on the MIT Corporation Visiting Committee and a motivational sp...
2022-01-1028 min
The Sharpe End(It’s not a) Christmas partyOn this month’s episode, Will and Craig review and score David’s predictions for 2021 against how the year actually panned out. Decide for yourself whether they are too harsh on David’s crystal ball gazing. More importantly, the team discuss how their strategy has evolved in 2021 and ponder the latest shift in the ‘growth’ vs ‘value’ debate.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds
Craig Brown, Senior Multi-Asset Investment Specialist
Rahab Paracha, Susta...
2021-12-1535 minThe Sharpe EndCulture grubOn this month’s episode of The Sharpe End, David, Will and Rahab discuss the best ways to protect portfolios from COVID, supply chain risks and inflation. Also, do trends towards veganism and a low-carbon future mean major disruption is coming for farmers and food makers? And we explain how nutrition businesses DSM and Christian Hansen are helping to solve health challenges and cut food waste.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds
Craig Br...
2021-11-0336 minThe Sharpe EndQuid gameDavid, Will and Craig discuss the implications of the energy crisis and whether the clean power transition has gone too far too fast. Also, is the Bank of England in danger of killing off the fragile UK recovery? If so, what would that mean for the pound? And David explains why his love of Denmark extends beyond gluten-free pastries and Scandinavian crime series.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and
Rathbone Multi-Asset Portfolio funds.
Craig Brown...
2021-10-1334 minThe Sharpe EndWheel of fortuneThis month, David, Will, and Craig ask whether investors are getting too excited about dubious subscription business models, and whether investors are looking critically enough at these ‘flywheels’ of growth. Should they instead spin the wheel and investigate some pure Covid-reopening plays? Speaking of wheels, they also look at how the shift from exercise bikes to a set of real wheels helps Shimano.
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds.
Craig Brown, Senior Multi-Asset Inves...
2021-09-0831 minThe Sharpe EndOffice politicsIn the second episode of The Sharpe End, David, Will and Craig discuss the rationale behind China’s intervention in technology and education markets, along with the potential for contagion into other sectors. Also, has UK commercial property hit its bottom? And should they worry about the recent jump in Dexcom’s share price?
Rathbones multi-asset investing team:
David Coombs, Head of Multi-Asset Investments
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds.
Craig Brown, Senior Multi-Asset Investment Specialist
RMAPs Spotify Mixtape:
http...
2021-08-1133 minThe Sharpe EndSupermarket sweepIn the inaugural episode of The Sharpe End, David, Will and Craig discuss the private equity battle for Morrisons and the broader picture for UK retail. Also, how might the UK’s inflationary future differ from the rest of the world, and what does Cristiano Ronaldo know about Coca-Cola’s water business?
RATHBONES MULTI-ASSET INVESTING TEAM:
David Coombs, Head of Multi-Asset Investments.
Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds.
Craig Brown, Senior Multi-Asset Investment Specialist.
RMAPS SPOTIFY MIXTAPE:
https://open.spoti...
2021-07-1530 min
Stocks for BeginnersQuick Tip - Investing Through the CycleIn this Quick Tip, Terri Duhon explains how hard it is to try and pick the bottom of any market cycle and the wisdom of investing consistently through market cycles.To listen to more from Terri, here's the link to the full episode.https://play.acast.com/s/stocks-for-beginners/terriduhon-acknowledgingriskineveryinvestmentdecisionFind out more about Terri at https://www.terriduhon.com/Terri Duhon is the Non-Executive Chair of Morgan Stanley Investment Management Ltd. She is also on the board of Morgan Stanley International as a Non-Executive Director where she chairs th...
2021-04-2902 min
Stocks for BeginnersTerri Duhon - Acknowledging Risk in Every Investment DecisionTerri Duhon is the Non-Executive Chair of Morgan Stanley Investment Management Ltd. She is also on the board of Morgan Stanley International as a Non-Executive Director where she chairs the Risk Committee; on the board of Rathbones plc a FTSE250 UK Wealth Manager as a non-executive director, and Chair of the Risk Committee; an Associate Fellow at The Said Business School; on the MIT Corporation Visiting Committee and a motivational speaker for Speakers for Schools."The truth is that everybody should be thinking about [risk and return] because you know we all get older and we al...
2021-02-2828 min
On The MoneyUK economic view: key challenges and positive prospects for UK plcEd Smith, head of asset allocation research at Rathbones, talks to interactive investor’s head of markets Richard Hunter about the outlook for the country for the next two years and the impact of UK idiosyncrasies, including Brexit. As well as predicting the shape of the recovery from an Alphabet Soup of options, he explains how long it could take the economy to reach pre-Covid levels.
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of...
2020-07-1711 min