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9th September 2025

Rathbones Asset Management - The Sharpe End podcast: Gone with the wind

Investor eyes and ears turned to the US Federal Reserve Chair Jerome Powell’s Jackson Hole speech in August as he hinted that interest rate cuts could be coming in the US. How did the Rathbones Asset Management’s multi-asset investing team respond to the rotation away from tech to cyclical stocks? Turning to energy, President Donald Trump’s been causing more havoc to wind energy developers by striking down projects under development, while on the other side of the pond Europe has its own struggles with getting renewable energy into the grid. The team shares their energy exposure across the core and sustainable portfolios, and what they’ve managed to avoid. Lastly, they brief us on Motorola Solutions, a US company focused on public safety and emergency response software and communications, a newer addition to our core funds.  

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Investments, Investment Commentary

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