The RoundUp - May 2024
Rathbones Asset Management
An active fund management house offering equity, bond and multi-asset portfolios as well as a range of sustainable funds
Coming soon – World of Opportunities webinar
We are delighted to invite you to join Alexandra Jackson, fund manager of Rathbone UK Opportunities Fund and James Thomson, fund manager of Rathbone Global Opportunities Fund on Wednesday, 12 June 2024. They discuss the opportunities in global and UK equities.
1. The Sharpe End podcast – Going into Labour
In an election extravaganza of a year the Multi-Asset team discuss how they will navigate the many political changes which may be ahead, plus, they delve into diversification and the UK medical equipment company Smith & Nephew.
2. In the Know blog – Locking in bond income for longer
Stuart Chilvers, Fixed Income fund manager explains why lower interest rates won’t sap corporate bonds’ juicy income yields straightaway.
3. Video – Longevity Matters II
In the latest video of the 'Longevity Matters' series, Carl Stick, co-fund manager of the Rathbones Income Fund, looks at ageing demographics and the impact this is having on retirement age. As people live longer, the need to supplement their nest egg with an extra income to support a healthy and happy lifestyle in their retirement is growing.
Carl also considers the health implications of an older workforce and the importance of the healthcare sector in keeping us working and playing as we get older.
4. In the Know blog – Stopping the Exodus to Uncle Sam
What’s needed to stem the flow of UK companies rushing to list abroad? Head of Multi-Asset Investments, David Coombs has some suggestions.
5. Recording - Rathbone Income Fund webinar | May 2024
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What is the catalyst for the resurgence of the UK market?
In their latest webinar, Carl Stick and Alan Dobbie co-fund managers of the Rathbone Income Fund, provided an update on the fund and explored the multitude of potential sparks that could relight the fire within the UK market.
6. In the Know blog – Are govvies as exciting as murder in the Mediterranean
Government bonds have given investors whiplash as their yields bounce around the place like a psychopath in 1950s Italy. Yet, Head of Multi-Asset Investments David Coombs explains why he’s holding on tight.
7. Recording – Rathbones Asset Management Multi-Asset webcast | April 2024
David Coombs, Head of Multi-Asset Investments, in the latest Rathbones Asset Management webcast, provides an update on the Multi-Asset portfolios.
He also discusses some of the topics that are front of mind, including; following the Magnificent 7; preparing for Donald; and the return of 60/40.
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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. Registered office: 8 Finsbury Circus, London, EC2M 7AZ. Registered in England No. 02376568.
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