The RoundUp – October 2024
Rathbones Asset Management
An active fund management house offering equity, bond and multi-asset portfolios as well as a range of sustainable funds
In Conversation
Since our last series, markets have been buzzing with activity and significant developments.
Our fund managers break down these events and discuss how they’re navigating this complex environment. They offer their perspectives on what lies ahead and how they are positioning their portfolios for the challenges and opportunities that the rest of 2024 might bring.
Featuring: Alexandra Jackson, Alan Dobbie, Ben Johnson, Bryn Jones, Carl Stick, Christie Goncalves, David Harrison, James Thomson, Stuart Chilvers, Tom Carroll and Will McIntosh-Whyte.
1. Rathbones Asset Management Multi-Asset Webcast
Watch David Coombs, Head of Multi-Asset Investments, in his latest webcast as he provides an update on the Multi-Asset Portfolios, and discusses Fed rate cuts, UK equities and the upcoming US election.
2. In The KNOW Blog: Surprises Can Surprise You - In A Good Way
A holiday abroad reminds head of multi-asset investments, David Coombs, that there are some risks you know about and some that you don’t. But you don’t get anywhere in life or investments without taking them.
3. Asset TV Masterclass: Sustainable Investing
Watch David Harrison, fund manager of the Rathbone Greenbank Global Sustainability Fund, on the latest Asset TV UK Masterclass. David and co-panellists discuss the future of sustainable investing and more...
4. The Sharpe End Podcast: The Great Malls Of China - Episode 40
The gaze turns eastward this month, David Coombs, Will McIntosh-Whyte and Craig Brown discuss China’s recent stimulus. Will it be enough to wrestle the economy out of its post-COVID funk?
Then the conversation turns to making sense of western Central Bank interest rate cuts that coincide with conflicting economic data. Calling the direction of travel is challenging, so what does it mean for their portfolios?
Finally, what has made UK-listed information and analytics business RELX a long-time holding in the funds?
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5. In The KNOW Blog: Developing The World's First Weight-Loss Cocktail
The success of new GLP1 diabetes and weight-loss treatments might be just the beginning, writes sustainable investment analyst Neil Smith. An exciting new world of second-generation treatments are already being researched and trialled.
6. Investment Week: Funds To Watch - Bryn Jones
Counting down to the Investment Week Funds to Watch event next week!
Bryn Jones Head of Fixed Income and Fund Manager will be presenting at the event and sharing Fixed Income insights alongside other managers.
Get all the event details here
7. In Conversation: Tom Carroll - Value Is Cost In Context
Tom Carroll, reflects on his first full year at the helm of Rathbones Asset Management.
He notes the milestones that have been achieved despite a challenging landscape. He reviews the business’s growth that has been supported by strong fund performance and a sales team focused on understanding our IFAs’ needs and supporting them through thick and thin.
Looking ahead, he discusses his focus on evolving to meet market challenges and client needs, with new talent, enhanced systems, and a commitment to diversity and inclusion driving the strategy for sustained success.
Watch Chief Executive Officer, Tom Carroll, Rathbones Asset Management, In Conversation video here
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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 Plc. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.
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