The RoundUp – January 2025
Rathbones Asset Management
An active fund management house offering equity, bond and multi-asset portfolios as well as a range of sustainable funds
Contents
1. Welcome to our new team members
Sarah Odds
Sarah has joined Rathbones Asset Management as director of strategic projects.
Charlotte Lamb
Charlotte has joined Rathbones Group as Head of Asset Management, Intermediaries and Charities Marketing.
Kim Nelson
Kim has joined Rathbones Asset Management as business development director to lead asset management distribution in Scotland and Northern Ireland.
2. Multi-Asset webcast – 26 February 2025 at 10.00am (GMT)
Join Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios, in his upcoming multi-asset webcast on 26 February at 10.00am (GMT).
He will provide an update on the funds and discuss:
- Why the UK government should fear the bond markets
- Trump 2.0: the executive order blitz
- Positioning portfolios in an unpredictable world
3. Fund Calibre podcast: Investing on the go
Listen to an insightful episode of the 'Investing On The Go' podcast from FundCalibre Ltd, featuring Carl Stick, co-manager of the Rathbone Income Fund.
Carl and Darius McDermott explore how societal shifts, like extended careers and aging demographics, influence our financial goals. Carl gives his insights into the vital role of dividends, the importance of compounding, and how companies are embracing older workers. They also discuss the evolving opportunities in sectors like healthcare and pharmaceuticals, where innovation meets the challenges of longevity.
4. The Sharpe End: Episode 43 - Gilty Party
It’s been quite the new year hangover for the global bond market as yields have continued to race away at the start of the new year – the UK 10-year gilt is back to levels not seen since the 2000s. The team start the year by discussing this volatile start, what the drivers are, and how this is impacting our funds. Next up is the financials sector: always a tricky and complex topic, the team make it simple by breaking down how and why they build a diversified portfolio of financial stocks and bonds in the funds. Finally, they give you a rundown of US-based global investment company KKR, which is much more than just private equity, and why they see it as an attractive new holding for the funds.
Listen to The Sharpe End here
领英推荐
5. The Times - Feel Better About Money podcast: 'Getting started with investing' featuring Alexandra Jackson
Many people, it seems, prefer saving over investing their cash. But is that always the best way to grow your money?
To dispel investing myths and to see whether investing can be made comprehensible to all Holly Mead is joined by Tom Stevenson, investment director for personal investing at Fidelity International, and Alexandra Jackson, fund manager at Rathbones Asset Management, who answer questions gathered by Lucy Andrews from ordinary commuters.
Listen now: https://lnkd.in/eGr7syyK
6. In the KNOW blogs
Sounds of the 70s
The 1970s is a good time to be nostalgic about, says head of multi-asset investments David Coombs. But you don’t want to relive it: the reality wasn’t as fun as the legendary music would have you believe.
Waste Not, Want Not
The transformation of landfill gas from climate-impacting pollutant to useful, renewable fuel sounds too good to be true. It’s not an easy path, notes sustainable equity analyst Neil Smith, but one company has found the treasure map.
New Year, New Me
There’s nothing more irrational and banal than a new year refresh. But we all instinctively do it, so head of multi-asset investments David Coombs took the time to review the prospects for AI and healthcare.
Weathering the stormy gilt market
It’s not just the weather outside that’s wild. Caught in the eye of global bond turbulence, weak gilts are driving UK borrowing costs to precipitous highs. Head of fixed income Bryn Jones explains why he’s warming to higher-yielding UK government bonds as others get cold feet.
2025: The year ahead. Maybe?
Our head of multi-asset investments, David Coombs, makes a bad Nostradamus. Lucky he’s a fund manager! Here are his predictions for markets in the year ahead. Spoiler alert: he’s usually wrong. But it’s all about the direction of travel…
Why active management has a place in 2025 and beyond
The rise of passive investment is storing up risks that many investors may not realise they are taking. James Crossley, our head of Rathbones Asset Management distribution, makes the case for active managers.
Subscribe to the Rathbones Asset Management blog for the latest news and views from our Fund Managers.
Newsletter by Rathbones Asset Management.
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 Plc. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.
Changes in rates of exchange between currencies may cause the value of investments to decrease or increase.
This newsletter may contain or link to a financial promotion relating to a particular fund. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in the context of the constitution of the fund and in no way reflects an investment recommendation.
Please do not reply to this newsletter. If you have any comments or questions about this note or any aspect of our business, please either call us on 020 7399 0399 or email [email protected]. You can find more investment updates at our website - rathbonesam.com.
Any information contained within this newsletter is for use by investment advisers only and must not be circulated to private clients or the general public. Investments can go down as well as up and you may not get back all that you invest.
Protecting your personal information is very important to us and we ensure your personal data is kept confidential and held securely. For more information about how we use your personal data, please visit rathbonesam.com/privacy