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We don’t have all the answers, but we have plenty of opinions. Discover the latest news and views from the Rathbones multi-asset investing team. The Sharpe End lets you be a fly on the wall for frank and informal conversations the team are having on the desk about recent events and how they impact their funds. Follow their other musings at https://info.rathbonefunds.com/rathbone-multi-asset-portfolios/p/1
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64 bölümden en yeni 20 bölüm
- A melee in Paris · 36 dkBond markets are back on the agenda this month, but with a European focus as rising debt and borrowing costs across the region prompt investors to question how long some…
- Faulty Towers · 37 dkGovernment 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…
- Fresh Intel · 40 dkA 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. Next, we explore the rally in…
- Losing the plots · 36 dkA 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…
- Space X-Rated · 43 dkStocks 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…
- Power Struggle · 37 dkSouth 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…
- War and Cease · 33 dkWith headlines and tweets about the Middle East continuing to come in hot, the team cover what's changed and what's not. Their focus then shifts to commodities – energy, metals…
- Dire Straits · 38 dkAs the conflict continues in the Middle East, the team discusses whether they are making any changes to their portfolios in response to the big moves they're seeing in markets…
- Stuck in the meddle · 38 dkGeopolitics remains front and centre this month, as the team unpack President Trump’s push to acquire Greenland, and what America’s renewed focus on energy security and…
- Crude awakening · 35 dkAs the calendar page turns to 2026, the team discuss what the year ahead could hold. Will the new year bring about any changes or is it business as usual? A midnight raid to…
- Taxing your home for Christmas · 49 dkThe Christmas jumpers and mince pies are out for the Multi-Asset Team as they enjoy that magical time of the year where they review Fund Manager David Coombs’ market predictions…
- The Uncredibles · 39 dkThe team kicks things off this month with the UK Budget and what they would like to see emerge – but probably won’t get – from the Chancellor's briefcase. Next, it's on to the…
- Collateral Damage · 36 dkAre we in an AI bubble? That’s the question the team try to answer on this month’s episode. While there are definitely bubble-like signs popping up in the market, are there…
- Gone with the wind · 38 dkInvestor eyes and ears turned to the US Federal Reserve Chair Jerome Powell’s Jackson Hole speech in August as he hinted that interest rate cuts could be coming in the US. How…
- Goldlinger · 39 dkYou may feel a sense of déjà vu this month, as the team once again talk tariffs after July’s trade deal deadline got pushed back and a raft of negotiations and agreements ensued…
- The 5% Club (with special bonus content!) · 49 dkGeopolitics are top of the agenda in an extra special podcast that celebrates four years of talking common sense about investing (alright and a bit of questionable banter on the…
- Beauty's in the eye of the bondholder · 33 dkThis month the team talk all things big and beautiful – not a remake of the hymn – but President Trump’s new budget bill. Deemed by some as more generous to taxpayers great than…
- The Importance of Beating Earnings · 42 dkAs Oscar Wilde wrote, in matters of grave importance, style, not sincerity, is the vital thing. Yet President Trump’s style is leading some to question American exceptionalism…
- It’s a kinda tariff · 38 dkPresident Donald Trump’s “Liberation Day” tariffs, delivered on two giant placards in the Rose Garden, sent stock markets into freefall. The team explain how they are unpicking…
- EuroRevision · 40 dkEurope has been the star of the show for the past couple of weeks. What’s driven this unusual outperformance? Will 2025 be the year of Europe’s comeback, or just another a…
