The RoundUp - February 2024
Rathbones Asset Management
An active fund management house offering equity, bond and multi-asset portfolios as well as a range of sustainable funds
1. In Conversation – January 2024
Investment updates direct from the Rathbones Asset Management fund managers.
2. Rathbones Multi-Asset Portfolios Webcast – February 2024
Will McIntosh-Whyte , fund manager of the Rathbones Asset Management multi-asset portfolios, provides an update on the funds. He also discusses bonds, the US election, technology and more.
3. The Sharpe End Podcast – Episode 32: Black Sheep Down
The 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. David Coombs, Will McIntosh-Whyte and Craig Brown look forward and discuss what risks and opportunities may lie ahead. 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.
Drop us your suggestions for future topics or feedback at [email protected]
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4. In The KNOW – Business Bedfellows (The Valentine's Edition)
In love as in investment, the dependable day-to-day stalwart is always better than the mercurial surprise artist. So argues, in this week's In The KNOW Valentine's day blog, our in-house ‘Romeo’, multi-asset portfolios fund manager Will McIntosh-Whyte.
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Newsletter by Rathbones professional advisers
Rathbones Asset Management Limited is authorised and regulated by the Financial Conduct Authority and is a member of the Investment Association (IA). A member of the Rathbones Group. Registered office: 8 Finsbury Circus, London, EC2M 7AZ. Registered in England No. 02376568.
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