Rathbones Asset Management

EuroRevision. The latest from The Sharpe End #podcast is now live. Listen here: https://lnkd.in/d8sdBncQ #Europe 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? David Coombs Will McIntosh-Whyte Hannah Kennedy then move 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 addition to our core funds. The podcast is suitable for retail and professional investors. You can find The Sharpe End wherever you get your podcasts. New episodes monthly. Drop us your suggestions for future topics or feedback at [email protected]. #RathbonesAssetManagement #RathbonesMultiAsset #Investments

#Americanstocks have taken a jolt downward, rattled by an escalating #tradewar and an unpredictable President. It’s not a time to panic. - #USstocks briefly hit 10% down from their most recent peak - We believe the chance of a US #recession is about 25%, an assumption that hasn’t changed for roughly a year - The Office for Budget Responsibility is poised to deliver the UK government a report card on its finances – will it pass? Read review of the week here: https://lnkd.in/eGGd3VdA or down below ?? #reviewoftheweek

We are pleased to announce that the #RathboneEthicalBondFund has been shortlisted in the Sterling Corporate Bond category at the Investment Week - Fund Manager of the Year Awards 2025 . Congratulations to the #FixedIncome team here at #RathbonesAssetManagement. ?? Bryn Jones Stuart Chilvers, CFA Christie Goncalves, CFA, FRM, Emmanouil Makrygiannakis, CFA Elisa B. #FMYA #InvestmentWeek #FundManagerAwards #FundManagerOfTheYear

Out now – The Sharpe End #podcast – Episode 45: EuroRevision. Listen here: https://upl.inc/ho7vvs #Europe 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? David Coombs Will McIntosh-Whyte Hannah Kennedy then move 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 addition to our core funds. The podcast is suitable for retail and professional investors. You can find The Sharpe End wherever you get your podcasts. New episodes monthly. Drop us your suggestions for future topics or feedback at [email protected]. #RathbonesAssetManagement #RathbonesMultiAsset #Investments

The Big Interview: Rathbones' Jayne Rogers on value over price and the short-termism 'disease'. Thank you to Investment Week's Cristian Angeloni for the insightful interview with Jayne Rogers, executive chair of Rathbones Asset Management and chief distribution officer for Rathbones Group. #RathbonesAssetManagement #IWD2025 #TeamRathbones

Mark your calendars ??. The latest episode of The Sharpe End #podcast drops next week! David Coombs Will McIntosh-Whyte Hannah Kennedy Subscribe and listen to the previous episodes here: https://lnkd.in/d8sdBncQ The podcast is suitable for retail and professional investors. You can find The Sharpe End wherever you get your podcasts. New episodes monthly. Drop us your suggestions for future topics or feedback at [email protected]. #RathbonesAssetManagement #RathbonesMultiAsset #Investments

Seismic geopolitical changes are wrenching the post-war global order, straining the transatlantic partnership and upending supply chains. Investors are recalculating furiously, putting financial markets in flux as well. Read review the week here: https://lnkd.in/eBCDaV9d or down below ??. #Reviewoftheweek

We are pleased to announce the appointment of three fund managers, as we move into Asia ex-Japan and global emerging markets strategies for the first time. Dr Lisa Lim joins as Head of Asia ex-Japan Equities and Fund Manager. Tim Love is appointed Head of Global Emerging Market Equities and fund manager, and Joaquim Nogueira as global emerging markets fund manager. The fund managers will be based in London and report to Tom Carroll, Chief Executive of Rathbones Asset Management. Lisa joins from Prusik Investment Management where she was a Partner and Portfolio Manager. As Head of Global Emerging Market Equities, Tim Love will be responsible for overseeing the global emerging market equity strategies at Rathbones Asset Management. He has almost 40 years of investment experience. Before Rathbones Asset Management he was Investment Director at GAM, in a similar role, for 12 years. Tim arrives at Rathbones Asset Management with Joaquim Nogueira, with whom he has worked for over 20 years. Joaquim was an Investment Manager in GAM’s emerging market equity team from 2012 to 2024. Tom Carroll, Chief Executive, Rathbones Asset Management, said: “We are very pleased to welcome individuals of Lisa, Tim and Joaquim’s experience to Rathbones Asset Management. For the first time in our history, we are introducing specialist fund management expertise to invest in Asia-ex Japan and global emerging market equities. It is our intention to launch new funds subject to regulatory approval, to complement our existing range. As part of our five-year growth strategy, we continue to actively seek opportunities to add to our existing investment talent and broaden our product suite.” Read more here: https://lnkd.in/equhRjaq #RathbonesAssetManagement #AsiaexJapan #GlobalEmergingMarkets

?? February 2025: The RoundUp The next edition of the #RathbonesAssetManagement newsletter is now available. Catch up on our latest podcast, announcements, blogs and watch Tom Carroll on Asset TV UK's 'CEO Forum: Challenges and Strategies for 2025', plus more... #TheRoundUp #ProfessionalInvestorsOnly #FixedIncome #Equities #MultiAsset

In the KNOW blog: Taking the brakes off Britain? Read more: https://lnkd.in/eFtM3mkM After months of keeping their feet firmly on the growth brake, Rathbone Income Fund Manager Alan Dobbie, CFA asks whether the government and #CentralBank might simultaneously be nudging towards the accelerator. #RathbonesAssetManagement #UKEquityIncome