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Most recent articles from Rathbones

Rathbones Asset Management - The Sharpe End podcast: Losing the plots


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.

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Rathbones Asset Management: Power, pipes and precision: the exciting next five years of investing in sustainability


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

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Rathbones Asset Management – Article: From luxury to necessity: air-con and ventilation


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.

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Rathbones Asset Management: American postcard: SpaceX, stock tips from bellhops, and the AI gold rush


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.

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Rathbones Asset Management: Don't buy the UK, buy the right UK companies


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.

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Rathbones Asset Management - The Sharpe End podcast: Space X-Rated


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?

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