PA Podcast: Rathbones’ Ed Smith on Brexit and China
With a bit more than a week to go to the referendum on the UK’s EU membership, Ed Smith discusses the investment implications of a vote to leave.
Rathbones
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Rathbones refuses to let volatility dampen long-term growth plans
Rathbones has reiterated its commitment to long-term growth, despite ongoing volatility within the markets it serves.
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Rathbone Income removed from IA income sector
Carl Stick’s Rathbone Income Fund is to be excluded from the Investment Association’s UK Equity Income sector, having fallen foul of the controversial 110% yield rule.
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Negative interest rates: Keynes revisited
Negative interest rate policies have started to unnerve investors, even though Sweden, Denmark, the eurozone and Switzerland have all had negative policy rates for over a year.
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Rathbones sticks with risk assets as investors overreact
Rathbones has said it continues to favour risk assets including an overweight to United States equities despite recent volatility, due to a belief that investors are overreacting to negative news headlines.
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Rathbones ramps up exposure to US inflation-linked debt and gold
Rathbones has upped its weighting to inflation-linked debt and gold, alongside an overweight to the US.
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One in four chance of UK recession – Rathbones’ Coombs
There is a 25-30% possibility of the United Kingdom going into a recession this year, according to David Coombs, head of multi asset investments for Rathbone Unit Trust Management.
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Rathbones assets climb 7.4% but inflows weaken
Rathbone Brothers’ total funds under management were £29.2bn at 31 December, up 7.4% from £27.2bn at the end of 2014, the company reported today.
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Rathbones weathers turbulent markets
Rathbone Brothers saw a small fall in assets under management in the three months to 30 September, but this was less than the wider fall in equity markets as the group continued to see inflows.
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PA ANALYSIS: Bonds are only unattractive relative to history
Widespread investor aversion to minimal bond yield spreads is buoying equity income and alternatives, but could investment grade and sovereigns soon be back in fashion?
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Rathbones bolsters HNW focus with Vision acquisition
Rathbone Brothers Plc has bought the outstanding 80.1% of high net-worth focused advice network, Vision Independent to further broaden its distribution network.
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PA ANALYSIS: Playing the contrarian post-China rout
With global equities return forecasts reasonable at best, a dearth of exciting ideas may leave investors looking for contrarian plays.