‘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.
Rathbones
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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.
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Rathbones continues Scotland expansion
Rathbone Investment Management has announced further expansion of its Scotland operation with the addition of an investment director.
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Rathbones to restructure private client offering
Rathbones is to launch a private client office and rebranding initiative as it seeks to build upon its funds under management increase.
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Rathbones Till and Vanstone
David Till and Martin Vanstone joined the Cambridge and Chichester offices respectively on 24 November.
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Dont write off high yield entirely
Recent fund flow data from both Lipper funds and Bank of America Merril Lynch shows that, for many investors, the high yield bond space is no longer the place to be, but what about the manager that still needs the yield?
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Rathbones brings in strategy head
Rathbone Brothers has appointed Mike Bolsover OBE to the newly-created position of head of strategy and organisation development.
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Rathbones reaches 15m settlement but stoic
Rathbones finalised an out of court settlement earlier this week, under which it has agreed to pay £15m to a former client of a now sold Jersey trust company subsidiary and costs of £5m.
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Wealth manager numbers paint rosyish picture
While a few notes of caution were raised in the spate of wealth manager results released in the last few days, the outlook is generally fairly sanguine.