The RoundUp – July 2024
Rathbones Asset Management
An active fund management house offering equity, bond and multi-asset portfolios as well as a range of sustainable funds
James Crossley to join Rathbones as Head of Asset Management Distribution
We are delighted to announce that James Crossley will join Rathbones as Head of Asset Management Distribution. James will join Rathbones in September, and in his new role, he will lead the activities of the Rathbones Asset Management distribution team.
1. In the KNOW blog - Things can only get better for UK Equities
Labour will form the next government in the UK. While it may take time, new ideas could help solve the nation’s long-standing lack of investment and help boost the stock market from its doldrums, argues, Rathbone Income Fund Manager, Alan Dobbie.
2. FT Adviser Asset Allocator 100 Club 2024 – Rathbone Ethical Bond Fund
We are delighted to announce that the Rathbone Ethical Bond Fund has been chosen as the Sterling Corporate Bond category winner in FT Adviser Asset Allocator 100 Club 2024. Congratulations to Bryn Jones, Stuart Chilvers, Christie Goncalves and to the fixed income team.
The 100 Club is a hand-picked selection of premier funds and asset managers. 100 nominees have been selected according to stringent data criteria based on their performance over the short term and the long term. In order to become part of the 100 club, a fund must have beaten its benchmark over both one year and five years.
3. Financial Times Money Clinic Podcast – Investment Masterclass: The hunt for global growth stocks
Tune in to the FT Money Clinic podcast with Claer Barrett and James Thomson, fund manager of the Rathbone Global Opportunities Fund.
In this episode, James talks about the fund’s ‘secret sauce’ and shares some of the lessons he learnt managing the fund over the past 20 years.
4. Recording – Rathbone Multi-Asset Webcast July 2024
Watch the latest Rathbones Asset Management webcast with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios.
In the latest webcast, Will provides an update on the funds and discusses:
- Snap election season
- The great wait for US rate cuts – will it be 2025?
- Rich get richer, the poor get poorer; are high rates fuelling a two-speed economy?
领英推荐
5. FT Adviser CPD guide – Has UK equities' time come?
UK equities may have experienced a tough time winning over investors, but with inflation hitting its target, and with rate cuts expected, this could boost the sector.
Read the latest FT Adviser CPD guide, featuring Alexandra Jackson, fund manager of the Rathbone UK Opportunities Fund.
6. In the KNOW blog – Record rotations in stocks and English Euros Hopes
Multi-asset fund manager David Coombs channels some empathy for Gareth Southgate, as he looks to put together a portfolio that can achieve optimal performance over the long haul, but may look out of touch during periods when market momentum is against you.
7. The Sharpe End podcast - Les Misérables
On the eve of a major UK election, the multi-asset investing team examines Europe's outlook. How will political shifts, especially in France, impact the economy and ECB? They also discuss US household spending and Accenture’s rising demand.
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