Interest rate threat to sovereign bonds is overblown
Rising interest rates are generally accepted as a poor environment for sovereign bonds, says Rathbones’ head multi-asset investments David Coombs, but has the danger been oversold?
Rathbones
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Rathbones hires Brewin man for Edinburgh office
Rathbone Investment Management has appointed Nick Liddle as an investment director in its Edinburgh office.
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UK elections, poor sentiment see Rathbone inflows slump
Concerns around the outcome of the UK election weighed on investor sentiment and net inflows in the first half of 2015, Rathbones said on Tuesday.
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PA ANALYSIS: Is cash the right accessory to beat the summer heat?
With the traditional summer volatility set to be followed by a US interest rate hike, some managers are holding their highest-ever cash weightings – but is this the right course of action?
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UK rate climb makes no sense – Rathbones
Raising the UK interest rate in the foreseeable future would be a contradiction and makes no sense, according to Rathbones’ David Coombs.
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PA ANALYSIS: How deep should your US equities cut be?
With the United States’ equities bull-run into its sixth year and valuations looking pretty much up to the brim, investor sentiment has steadily shifted more in favour of European stocks – but should investors really make big cuts to their US allocation?
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Rathbones phasing out multi-manager with income fund launch
Rathbones Unit Trust Management has significantly reworked its multi-asset offering as the firm moves away from the multi-manager approach.
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‘levi’s market’ set for policy convergence – rathbones
Policy divergence will reach a breaking point and either drag the US and UK back into quantitative easing or trigger widespread reflation, says Rathbones’ Bryn Jones.
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Eurozone optimism misguided Coombs
Many see the eurozone as the recovery story of the next few years. At the time of writing, data from provider EPFR shows $35.6 billion has flowed into European equity funds so far this year. However, we believe there is more chance of disappointment in the medium-to-long-term, as structural problems continue to dog the continent.
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New roles nonexecs and other moves
Rathbones and OMW created new executive positions, Odey’s former CEO Stewart moved to Hargreave Hale and Julius Baer and Tilney Bestinvest expanded their adviser teams.
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US economy may slow but earnings
The US may be about to hit the final 100 yards of its economic marathon, but Rathbones’ David Coombs says there is still room for an earnings upside surprise.
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Reaping the benefits of the euroglut
Investors can circumvent the ‘euroglut’ stemming from ECB QE by holding sterling bonds from UK and eurozone-based companies, says Rathbones’ Bryn Jones.