Industry news and views from Panacea and our partners.
Rathbones
Rathbones In the KNOW blog: Time to shape up
After months of selfie cuts and ad hoc trims, investment specialist Craig Brown’s hair is in chronic need of expert help. As businesses come out of the other side of lockdown, they’re likely to be in a similar situation.
Rathbones In the KNOW blog: The price of everything, the value of nothing
Sparring with travel providers over COVID kerfuffles brings home the importance of customer service for head of multi-asset investments David Coombs. For him, it’s worth paying for.
Rathbones In the KNOW blog: Beware passively seeking yield
Helping clients find income has been a tough gig for many years now, yet pandemic-induced dividend cuts have made that task even harder.
Rathbones In the KNOW blog: When a habit becomes a trend
His heart is in Santorini, his head is in rural Surrey and his cash is in the freezer. Head of multi-asset investments David Coombs grapples with lockdown realities and the changes they could bring to shopping.
Rathbones In the KNOW blog: Easy does it
Economic statistics fell off a cliff in May, but as chief investment officer Julian Chillingworth notes, investors were already anticipating a big bounce as economies began to reopen.
Rathbones In the KNOW blog: The case for UK equity income
The pandemic and the global lockdowns to combat its spread have raised havoc with UK dividends. Yet that very disruption could lead to better managed companies and more sustainable dividends, argues Income Fund manager Carl Stick.
Rathbones In the KNOW blog: Testing times
A DIY COVID-19 antibody test takes a lot out of our multi-asset portfolios fund manager Will McIntosh-Whyte. Cleaning up the mess, he’s reminded of why becoming an armchair expert is dangerous for investors.
Rathbones In the KNOW blog: How technology can improve air quality
When people think about sustainable investing, they often focus on just the narrow topic of how a company itself operates in an environmentally friendly manner. But sustainability is about more than a business’s immediate environmental impact. David Harrison explores the pivotal role tech is playing during the pandemic.
Rathbones In the KNOW blog: Safety first
The UK is facing a triple crisis: a pandemic, poor leadership and crippling risk aversion that’s spreading throughout everyday life. Multi-asset portfolio funds lead manager David Coombs argues that we are pushing risk into the future.
Rathbones In the KNOW blog: Lego Man helps himself
After one month of lockdown, multi-asset investment specialist Craig Brown’s hair was unkempt. After two months, it was totally out of control. It’s time for self-help.
Rathbones In the KNOW blog: This too shall pass
Amid an alphabet soup of economic forecasts, chief investment officer Julian Chillingworth looks for the ingredients of a lasting recovery.
Rathbones: Brave new world
The prolonged coronavirus lockdown will have lasting economic and social impacts around the world. Here our investment team consider four key areas where things may never be the same again.
Rathbones In the KNOW blog: Responsible recession
With the world in lockdown and experiencing the worst recession in living memory Matt Crossman, our stewardship director, ponders whether the recent trend toward ESG was a luxury afforded by the longest bull market in living memory.
Rathbone Greenbank Investments: Covid-19: a lesson for investing in people and planet
Dealing with the economic and social aftermath of the crisis brought about by the coronavirus pandemic will present formidable challenges. But it will also offer opportunities to reassess how we have approached resolving some of the most pressing issues of our time.
Rathbones In the KNOW blog: Sofa, self-isolation and … S&P 500 put options
Instead of reclining poolside on a June holiday abroad, our multi-asset investment specialist Craig Brown is resigned to a staycation. But there will no doubt be plenty of work to keep him and the multi-asset team very busy this year.
Rathbones Investment Insights Q2 2020
Our lives have been turned upside down by the coronavirus crisis, which is having a profound impact on the global economy and financial markets.
Rathbones In the KNOW blog: Uncharted territory
During times of crisis, the way companies respond can have a major impact on society as a whole, not just their balance sheets. Rathbone Global Sustainability Fund manager David Harrison discusses why he believes companies with strong sustainability principles have a greater potential to weather the pandemic.
Rathbones In the KNOW blog: March madness
Markets are jig-jagging like a frightened hare as wholesale lockdowns and extraordinary stimulus have streaked across the globe. Our chief investment officer Julian Chillingworth reports on the month.
Rathbones: Webcast invitation - live at 10:00am, with David Coombs, on Wednesday 1 April
In light of continued volatility across most asset classes David Coombs, head of multi-asset investments will outline his current approach to protecting the portfolios but also explain his strategy for the recovery.
Rathbones In the KNOW blog: A sustainable stimulus
As Vladimir Lenin said, “There are decades where nothing happens; and there are weeks where decades happen”. Our stewardship director Matt Crossman tries to grasp what the current pandemic means for the planet and our plans to save it.
Rathbones: Covid-19 overshadows Budget ’20
Austerity is the latest victim as the largest giveaway since 1992 is unleashed.
Update on market volatility: Covid-19 remains key│Rathbones
A plunge in oil prices has sent markets reeling, but the epidemic is still the main concern.
Rathbones In the KNOW blog: Sold out
With lots of things getting mispriced in the midst of the coronavirus panic, our chief investment officer Julian Chillingworth extols the virtues of keeping calm and looking beyond the current disruptions.
Rathbones In the KNOW blog: Just paying lip service?
David Harrison, manager of the Rathbone Global Sustainability Fund, having seen first-hand the growing trend of responsible capitalism in America, makes the case for getting up close to see whether companies are really serving all their stakeholders, or just paying lip service.
Rathbone UK Opportunities Fund
Alexandra Jackson, saw her Rathbone UK Opportunities Fund outperform the sector, in what was a turbulent year of highs and lows. She looks to the future, and explores whether we’ve seen the last of the Boris Bounce.
Rathbones In the KNOW blog: Escaping the ivory towers
The latest ‘tech innovation’ may seem compelling, until you leave the group think echo chambers of London’s ivory towers. Head of multi-asset investments David Coombs considers how looking beyond the M25 can help us see what’s going on in the real world.
Rathbone High Quality Bond Fund
Noelle Cazalis, Rathbone High Quality Bond Fund manager reflects on a good performance for a relatively new fund and the key driving factors during the fund’s inaugural year.
Rathbone Ethical Bond Fund
Rathbone Ethical Bond Lead Fund Manager, Bryn Jones reveals why 2019 was a great year for performance, and the key themes he’s keeping an eye on in 2020
Rathbone Income Fund
Co-Fund Managers, Carl Stick and Alan Dobbie reflect on 2019 and the how the Rathbone Income Fund has performed over the last decade. Together they discuss their plans and focus for 2020.
Rathbone Global Opportunities Fund
James Thomson, who has managed the Rathbone Global Opportunities fund for over 15 years, deep dives into another successful year which saw the fund outperform the sector, with a first quartile positioning.