Rathbones Asset Management

📰 February 2025: The RoundUp The next edition of the #RathbonesAssetManagement newsletter is now available. Catch up on our latest podcast, announcements, blogs and watch Tom Carroll on Asset TV UK's 'CEO Forum: Challenges and Strategies for 2025', plus more... #TheRoundUp #ProfessionalInvestorsOnly #FixedIncome #Equities #MultiAsset

In the KNOW blog: Taking the brakes off Britain? Read more: https://lnkd.in/eFtM3mkM After months of keeping their feet firmly on the growth brake, Rathbone Income Fund Manager Alan Dobbie, CFA asks whether the government and #CentralBank might simultaneously be nudging towards the accelerator. #RathbonesAssetManagement #UKEquityIncome

Watch now: Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios, in our first #RathbonesAssetManagement webcast of the year. He provides an update on the #Funds and discusses some of the topics that are front of mind, including: - Why the #UKGovernment should fear the #BondMarkets  - #Trump 2.0: the executive order blitz - Positioning #Portfolios in an unpredictable world 📺 Catch up here: https://lnkd.in/dxVsJXFF Hosted by: Nicholas Elliott #RathbonesMultiAsset #Investments #ProfessionalInvestors

The anticipation of #Trump 2.0 has driven #stockmarket excitement and household confidence in the months since his election. Now he’s in office, is the reality starting to subdue that optimism? Read review the week here: https://lnkd.in/duMh5RAw or down below ⬇️. #Reviewoftheweek

We are pleased to announce that David Coombs, head of multi-asset investments at #RathbonesAssetManagement has been appointed as the chair of the ACT Stewardship Council and Global Leadership Council by City Hive. “I’m delighted to accept the position as chair of the ACT Global Leadership Council, with the aim of growing the adoption of the ACT Framework across the investment industry. While it’s reasonably straightforward to analyse the investment risks of a fund, it’s much more difficult to analyse the cultural or governance risks. The latter has rightly become a focus in recent times. “The ACT Framework is an important innovation in that respect, because it enables fund buyers to assess risks which at first seem unquantifiable and brings in that all-important accountability. I’d urge all asset management companies to sign up.“ David Coombs Congratulations to Emma Wall, head of platform investments at Hargreaves Lansdown, who has also been appointed as chair to the ACT Stewardship Council and Global Leadership Council. To find out more, please see below. #InvestorsACT

Out now – The Sharpe End #podcast – Episode 44: Jevons Above. Listen here: https://lnkd.in/d8sdBncQ The Donald is firing out of the blocks on trade tariffs with no hesitation. David Coombs Will McIntosh-Whyte Craig Brown discuss what it means for #FinancialMarkets and how they should position their #Funds for a world of potentially lesser #Trade. Not to be outdone, the #AI sector had its own mini-revolution recently with the emergence of low-cost Chinese chatbot DeepSeek. Does this call into question the dominance of the AI market darlings? Finally, the team outlines the appeal of heavy equipment manufacturer, Caterpillar, which has been in the funds for a number of years. The podcast is suitable for retail and professional investors. You can find The Sharpe End wherever you get your podcasts. New episodes monthly. Drop us your suggestions for future topics or feedback at thesharpeend@rathbones.com. #RathbonesAssetManagement #RathbonesMultiAsset #Investments 

#Gold hit a new record of $2,928 last week, capping a three-year run no longer chained to #interestrates. #US #inflation hit 3.0% in January, up from 2.9% and slightly higher than forecast. The fate of #ThamesWater is in the hands of a High Court judge this week: will they sign off on an emergency loan or will it fall into administration? Read review the week here: https://lnkd.in/esvPf8G8 or down below ⬇️. #Reviewoftheweek

In The KNOW (Valentine's special) blog: Skipping a beat. Read more: https://lnkd.in/emSHdpEi Whether you love Trump or hate him, you can’t argue that he’s giving the world a tremendous shock. Multi-asset portfolios fund manager Will McIntosh-Whyte unpicks the good from the toxic and explains how he’s #Investing in the relationship. #RathbonesAssetManagement #RathbonesMultiAsset

Rathbones is delighted to welcome Gemma Gooch, CFA as Head of Charities Distribution, a new group-wide role. She will report to Jayne Rogers, Rathbones’ Chief Distribution Officer, and will be based in London. Gemma will be responsible for leading distribution within the charity sector for Rathbones, with a strong focus on growth and developing new partnerships and relationships. She will work closely with Andrew Pitt, Head of Charities and James Ayre, Head of Investments, Charities. Jayne Rogers, Rathbones’ Group Chief Distribution Officer, said: “We’re pleased to welcome someone of Gemma’s calibre to Rathbones. The charity sector is a key focus for us and Gemma’s appointment, as our dedicated Head of Charities Distribution, will enable us to deliver our exceptional service and investment capabilities to more clients in the sector, and continue to build on Rathbones’ brand in this important space. With huge experience working with charities in a business environment and in a personal capacity, Gemma has a deep understanding of what charity clients require to thrive in an increasingly challenging environment. She has a proven track record in building and maintaining relationships with clients, and we very much look forward to working with her.”

A brand new episode from The Sharpe End #Podcast is just around the corner. Stay tuned! David Coombs Will McIntosh-Whyte Craig Brown Subscribe and listen to the previous episodes here: https://lnkd.in/d8sdBncQ The podcast is suitable for retail and professional investors. You can find The Sharpe End wherever you get your podcasts. New episodes monthly. Drop us your suggestions for future topics or feedback at thesharpeend@rathbones.com. #RathbonesAssetManagement #RathbonesMultiAsset #Investments