In this interview, Will McIntosh-Whyte, fund manager of the Rathbone Greenbank multi-asset portfolios, and Rahab Paracha, sustainable multi-asset specialist, discuss ESG performance, style biases and greener buildings.
The pair said there may have been some performance chasing in 2021 leading to overvaluations, so they have taken some time to make sure clients understood that ESG portfolios, like all portfolios, are subject to periods of underperformance and ensure they are holding them for the right reasons – aligning investments with their values.
Meanwhile, McIntosh-Whyte also shared the multi-asset portfolios’ positioning last year amid tumultuous markets and Paracha highlights some of the companies they hold within the buildings sector.
