Industry news and views from Panacea and our partners.
Rathbones
Rathbones: Investment Update: Russia/Ukraine: Time to Worry?
Ukrainian troops and pro-Russian separatists have traded fire and recriminations in the annexed territory of eastern Ukraine, taking the region to the brink of war.
Rathbones In the KNOW blog: Crypto Bowl 2022
Our multi-asset investment specialist Craig Brown is an old-school New Englander from the northern tip of Essex. His penchant for gridiron leads him into a blitz of crypto ads.
Rathbones In the KNOW blog: Out of touch
UK policymakers are engineering a big squeeze on UK households this year, warns head of multi-asset investments David Coombs. Globally driven inflation should pass on its own, tightening policy risks making it worse.
Rathbones - The Sharpe End podcast: MAMAA mia
On this month’s episode, David, Will and Rahab question whether the Bank of England hiking rates will be good for the UK economy. Also, what do the latest earnings from the FAANG, or now MAMAA, stocks tell us? And they share their thoughts on the rise of activist investors targeting company management.
Rathbones In the KNOW blog: It’s the economy, Cupid!
Investor affections are proving fickle. But our multi-asset portfolios manager Will McIntosh-Whyte argues that in love and markets, it’s the things that last that really matter.
Rathbones In the KNOW blog: A painful start to 2022
As central banks harden their stance on inflation, financial markets are experiencing short-term upheaval. But if economies remain strong, stocks should soon bounce back.
Rathbones In the KNOW blog: Hydrogen – the fuel of our future?
Hydrogen is the simplest and most prevalent element in our universe. Yet turning it into clean energy is complicated indeed, notes our sustainable multi-asset investment specialist, Rahab Paracha.
Rathbones In the KNOW blog: In process we trust
A strong investment process is what gets you through ragged markets without making hasty, terrible decisions. But have you actually got a process, or is it simply a bunch of preferences?
Rathbones In the KNOW blog: How to handle hammer time…
When markets get hammered, everything trades together explains business development executive Julianne Smith. And this may open up opportunities for savvy investors.
Rathbones In the KNOW blog: Ice cream is for eating
Some companies are confused about the purpose of purpose, argues David Coombs, our head of multi-asset investments. Products and services should be tailored to their customers, not to fuzzy marketing slogans.
Rathbones In the KNOW blog: Can UK equity income shake off its dinosaur image?
Rathbone Income Fund co-manager Carl Stick explains why he believes the UK equity income sector remains a compelling alternative to more highly valued, crowded alternatives.
Rathbones In the KNOW blog: Investors scramble to price in higher borrowing costs
As concerns about Omicron’s capacity to derail economic recovery have eased. investors have begun to position themselves for rising interest rates. Markets have had a volatile start to the year, but we don’t see bear territory ahead.
Rathbones - The Sharpe End podcast: hike club
In the first episode of 2022 David, Will, and Craig try to bring some order to a rather tricky new year for global markets, discussing what risks and opportunities this presents.
Rathbones: The Sharpe End podcast: (It’s not a) Christmas Party
On this month's episode, Will and Craig review and score David’s predictions for 2021 against how the year actually panned out.
Rathbones In the KNOW blog: The race for greater clarity on Omicron
A worrying new strain of COVID-19 has rattled investor confidence, while further complicating the unusually broad spread of paths for inflation and interest rates. But the economic recovery remains resilient.
Rathbones: Funds in focus
Join Rathbones for their latest fund manager event, hosted online on 25th November at 1030. Featuring insightful fund updates covering: "Green is good, but it's not a free lunch”, "Bonds, bonds, bonds; how to allocate in a rising rate environment” and "Finding growth in the UK, the Rathbones way”. This will be followed by an opportunity to put your questions forward to the managers. Not to be missed!
Rathbones In the KNOW blog: Will it be a good COP?
The eyes of the world are watching the COP26 global climate summit in Glasgow. As the parties begin their deliberations this week in Glasgow, Matt Crossman concludes this two-part series by laying out what needs to happen.
Rathbones In the KNOW blog: Will the boosters last?
Pumped up on monetary and fiscal boosters, global equity valuations soared over the summer. In this latest blog chief investment officer Julian Chillingworth ponders whether investor sentiment has lost some of its natural immunity to setbacks.
Rathbones In the KNOW blog: Good COP, bad COP?
The eyes of the world will be watching the COP26 global climate summit next week. Our stewardship director Matt Crossman asks: what will make it a good COP? And how will we know if it’s a bad one?
Rathbones In the KNOW blog: Demanding supply chains
Reopening economies have strained global networks of distribution and upended labour markets.
Rathbones - The Sharpe End podcast: Quid game
On this month’s episode of The Sharpe End, David, Will and Craig discuss the implications of the energy crisis and whether the clean power transition has gone too far too fast. Also, is the Bank of England in danger of killing off the fragile UK recovery? If so, what would that mean for the pound? And David explains why his love of Denmark extends beyond gluten-free pastries and Scandinavian crime series
Rathbones In the KNOW blog: Green eating
Environmental impacts, health awareness and growing intolerances are rapidly changing people’s appetites. Our head of multi-asset investments, David Coombs, has been gluten-free since before the kids started doing it, so he believes he has some wisdom to share.
Rathbones: Planet Papers 7: Good COP, bad COP
All eyes will be on Glasgow from 31 October to 12 November for the COP26 global climate summit. The ultimate objective is for signatories to the UN Framework Convention on Climate Change (UNFCCC) to work together to get to ‘net zero’ carbon emissions in time to stave off climate disaster.
Environmental impacts, health awareness and growing intolerances are rapidly changing people’s appetites. Our head of multi-asset investments, David Coombs, has been gluten-free since before the kids started doing it, so he believes he has some wisdom to share.
Rathbones Investment Update: From great to merely good: is that good enough?
Economic recovery from COVID may be about to go from great to ‘merely’ good. The latest Rathbones quarterly Investment Update shows why good should be good enough.
Rathbones In the KNOW blog: That old-time service
Hours-long queues for petrol focuses the mind on the importance of businesses that have been dismissed as ‘old-economy’. Rathbone Income Fund co-manager Carl Stick explains why he’s been adding to a few of them this year.
Rathbone Global Opportunities Fund - investment update 28 Sept 2021, 10:00am
In early 2020, James Thomson, manager of the £3.9 billion Rathbone Global Opportunities Fund declared a 'buying opportunity of a lifetime'. Find out about his purchases, fund performance, and investment outlook for the rest of the year and beyond.
Rathbones In the KNOW blog: Reasons to stay cheerful
As our offices start to fill back up again, we may not be sitting as comfortably as we might have hoped. But we do have reasons to stay cheerful.
Rathbones In the KNOW blog: Stretching subscriptions
Subscription-driven cash flows have been the gold standard for many industries for decades now. Senior multi-asset investment specialist Craig Brown takes pause at coffee-as-a-service.
Rathbones In the KNOW blog: Spicy stocks and birthday treats
Punchy valuations for high-growth stocks are at risk of getting upended by any rise in bond yields. Our head of multi-asset investments, David Coombs, explains why he’s building up his cash.