Visit the Rathbones sponsor area

13th August 2024

Rathbones Asset Management - The Sharpe End podcast: Braking Bad

Trying to unpick some pretty extraordinary moves in global indices, the team discuss what’s been going on. Was it simply a short-term market overreaction, or something that we might be dealing with for a little while longer? They then move on to automotive parts – a blast from the past for manager David Coombs, but a new addition to the funds. They explain why they like the sector now, and what led them to add O’Reilly and LKQ to the funds. Finally, the team review American Tower, which has benefited from the growing expectation of imminent interest rate cuts in the US as well as the growing demand for wireless infrastructure.

Listen here

Investments, Investment Commentary

Registration

Free Registration and CPD

Read More

Related Articles_

Facilitating adviser fees directly from personal pensions

Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Download now

Read More

Scottish Mortgage Portfolio Update Q2 2026

Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.

Read More

Scottish Mortgage Podcast: ASML – The Printing Press of the AI Age

ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.

Read More

You need to be logged in to comment on this article