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AI’s biggest names are quickly becoming some of the largest and longest-dated issuers in investment grade credit. Rathbones Asset Management Head of Fixed Income Bryn Jones and Fund Manager Stuart Chilvers believe this borrowing boom raises new risks for the passive portfolios that track bond indices, while creating opportunities for those with an active edge. […]
Rathbones Asset Management Head of Fixed Income Bryn Jones and Fund Manager Stuart Chilvers explore how passive bond funds look simple and low-cost, but the way bond indices are built risks leaving investors overexposed to the biggest borrowers, forced to trade at the wrong moments and lagging the indices they track. Providers of passive index-tracking […]
Rathbones Asset Management Head of Fixed Income Bryn Jones and Fund Manager Stuart Chilvers explain how higher bond yields are creating a more attractive opportunity set and why making the most of it demands sharper choices. It’s been a challenging summer for bond markets. Worries about inflation and interest rates have collided with concerns about […]
Government bond yields are rising across several major economies, prompting fresh debate among the team about inflation, growth and the path for interest rates. They then turn to the telecom sector, where new technology and competition are shaking up an historically sleepy and ‘defensive’ corner of the market. Finally, this month’s stock spotlight is HDFC […]
The distinctions between banks, insurers, asset managers and public and private markets are becoming increasingly blurred. Rathbones Fixed Income Assistant Fund Manager Christie Goncalves explores this convergence and what it means for credit investors seeking to identify risk before markets do. Before I went on maternity leave last year, everyone wanted a piece of private […]
A month into Andy Burnham’s tenure as Prime Minister, the team are asking what he could possibly do to turn the UK economy and stock market around. Article last updated 17 August 2026. Next, we explore the rally in software stocks, as improving growth expectations reignite enthusiasm for some names in the sector that many […]
The UK stock market is far more interesting than the headlines suggest, if you know where to look. Rathbone UK Opportunities Fund Manager Alexandra Jackson explains where she’s finding great companies. UK markets look messy at a headline level. Politics, interest rates, geopolitics – take your pick of things to worry about. But underneath all […]
A month into Kevin Warsh's tenure as the closely watched Fed Chair, investors are debating whether this is simply a change of personnel or the start of a new era for US monetary policy.Next, the team turn to AI, after a sharp sell-off in the mega-cap hyperscalers amid growing scrutiny of the sustainability of their spending.Finally, this month’s stock spotlight is Amer Sports – a name that might not be familiar, but who owns brands such as Arc’teryx and Salomon that are certainly growing in popularity.
Despite a noisy backlash against ESG, Rathbone Greenbank Multi-Asset Portfolios Fund Manager David Coombs argues that the underlying direction of travel hasn't changed – and identifies the themes he believes will drive returns over the next five years.Read more
Britain may not be built for heat, but its future increasingly demands that it is. Rathbone UK Opportunities Fund Manager Alexandra Jackson and Rathbone Greenbank Global Sustainability Fund Manager David Harrison explore the investment case behind cooling, ventilation and climate resilience.
In his latest American postcard, David Harrison looks past the spectacle of one of the largest-ever stock raises to ask what’s really moving markets. Follow the money pouring from AI model owners and hyperscalers to the chipmakers, suppliers and industrial firms standing in front of an enormous wave of spending.
The UK stock market is far more interesting than the headlines suggest, if you know where to look. Rathbone UK Opportunities Fund Manager Alexandra Jackson explains where she’s finding great companies.
Stocks have held up well on the surface so far this year, but it’s been an extremely narrow market, driven by a handful of mega-cap hyperscalers and AI enablers. Yet after a wild week or so, that has flipped – could momentum be starting to turn the other way? Next, they move on to the aerospace and defence sector, where the technology-focused names are leaving more traditional players trailing in their contrails. Finally, this month's stock spotlight reaches for the stars as SpaceX prepares for what promises to be a blockbuster IPO. Is this a rocket ship that investors should be looking to board?
Data centres are the beating heart of the digital economy – and the engine room behind the AI boom. But as these engines of the cloud multiply, communities are asking a simple question: who pays the price in water, electricity and quality of life? Sustainable investment analyst Neil Smith explores why local pushback is rising, and how some hyperscalers are trying to earn the trust it needs to keep building.Read more
When Will McIntosh-Whyte and David Coombs launched our Rathbone Greenbank Multi-Asset Portfolios five years ago, the mandate was clear: own companies that didn't just do well, but that also improved the world. ASML was there on day one.
As AI transforms the speed and breadth of market analysis, Rathbone Income Fund Manager Carl Stick asks an uncomfortable question: what happens when investors stop doing the thinking themselves?
The SpaceX IPO will be the most hyped stock market debut in history, argues Rathbone Multi-Asset Portfolios Fund Manager David Coombs. He explains why we won't be buying, and the space economy suppliers his team owns instead.
Gold, copper and oil prices are all surging, but we’re not calling a broad-based commodity supercycle for now. And, as Multi-Asset Fixed Income Research Analyst Sally Hoang explains, today’s unique drivers behind each price spike argue for a surgical, precise approach to commodity allocations – not a lump-sum bet on the whole basket.Read more
South Korea has leapfrogged the UK to become the world’s eighth-largest equity market, prompting the team to consider the implications for geographic allocation within portfolios. Next, to mark the five-year anniversary of our sustainable multi-asset portfolios, we reflect on how sentiment toward renewable energy has evolved and how the rise of AI has fundamentally reshaped global power demand. Finally, we shine a spotlight on Veralto, a US-based water-treatment and quality-control business.
We all know the old saying: “Sell in May and go away.” Like many bits of market folklore, it sounds neat, memorable and tempting to follow. But when Rathbone Multi-Asset Portfolios Fund Manager Will McIntosh Whyte explores whether this seasonal strategy stacks up and whether spiders really are afraid of conkers.
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