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Some thoughts on the next phase of China’s development and how to position given existing visibility:

Out now – The Sharpe End #podcast – Episode 35: Going into Labour In an #election extravaganza of a year David Coombs, Will McIntosh-Whyte and Craig Brown discuss how they will navigate the many political changes which may be ahead, particularly in the #UK where a change in the occupancy of Number 10 seems highly likely. #Diversification is the goal of any #multiasset manager, but just how do you achieve it and how has a world of higher #interestrates changed that? The team outline the latest on this all-important topic. Finally, could the road ahead be brightening for UK #medicalequipment company and long-time portfolio holding Smith & Nephew? The podcast is suitable for retail and professional investors. You can find The Sharpe End wherever you get your podcasts. New episodes monthly. Drop us your suggestions for future topics or feedback at thesharpeend@rathbones.com. #RathbonesAssetManagement #RathbonesMultiAsset #Investments  

Out now – The Sharpe End #podcast – Episode 31: Twenty-twenty (four) vision. After the roller coaster that was 2023, David Coombs, Will McIntosh-Whyte and Craig Brown discuss getting their bearings for the year ahead. Then, speaking of creaking behemoth structures in need of #investment, they explain why they’ve been buying general #infrastructurefunds for the first time ever. Finally, a new portfolio holding is German #medtech company Carl Zeiss, which specialises in cutting-edge tools for #eyehealth. Perhaps some of Carl Zeiss’ products may help us all better see what the year ahead might hold… The Sharpe End lets you be a fly on the wall as the Rathbones multi-asset portfolios team discuss recent events and how they impact their funds. The podcast is suitable for retail and professional investors. You can find The Sharpe End wherever you get your podcasts. New episodes monthly. Drop us your suggestions for future topics or feedback at thesharpeend@rathbones.com. #RathbonesAssetManagement #RathbonesMultiAsset #Investments 

Should technology continue to be at the top of equity investors’ minds? Listen to UBP’s Senior Portfolio Managers, Fares Benouari, EMBA, CFA and Bettina Baur, CFA answering the question in our latest podcast.

Twenty-twenty (four) vision – Listen now to the latest instalment from The Sharpe End #podcast.   After the roller coaster that was 2023, David Coombs Will McIntosh-Whyte Craig Brown discuss getting their bearings for the year ahead. Then, speaking of creaking behemoth structures in need of #investment, they explain why they’ve been buying general #infrastructurefunds for the first time ever. Finally, a new portfolio holding is German #medtech company Carl Zeiss, which specialises in cutting-edge tools for #eyehealth. Perhaps some of Carl Zeiss’ products may help us all better see what the year ahead might hold…   The podcast is suitable for retail and professional investors. You can find The Sharpe End wherever you get your podcasts. New episodes monthly. Drop us your suggestions for future topics or feedback at thesharpeend@rathbones.com.   #RathbonesAssetManagement #RathbonesMultiAsset #Investments

Back in the studio, recording the first episode of the year. Stay tuned! The latest instalment from The Sharpe End #podcast is coming soon. David Coombs Will McIntosh-Whyte Craig Brown The podcast is suitable for retail and professional investors. You can find The Sharpe End wherever you get your podcasts. New episodes monthly. Drop us your suggestions for future topics or feedback at thesharpeend@rathbones.com. #RathbonesAssetManagement #RathbonesMultiAsset #Investments 

Going into Labour – Listen to the latest instalment from The Sharpe End #podcast. In an #election extravaganza of a year David Coombs Will McIntosh-Whyte Craig Brown discuss how they will navigate the many political changes which may be ahead, particularly in the #UK where a change in the occupancy of Number 10 seems highly likely. #Diversification is the goal of any #multiasset manager, but just how do you achieve it and how has a world of higher #interestrates changed that? The team outline the latest on this all-important topic. Finally, could the road ahead be brightening for UK #medicalequipment company and long-time portfolio holding Smith & Nephew? The podcast is suitable for retail and professional investors. You can find The Sharpe End wherever you get your podcasts. New episodes monthly. Drop us your suggestions for future topics or feedback at thesharpeend@rathbones.com. #RathbonesAssetManagement #RathbonesMultiAsset #Investments

In the latest episode of 'Harry', Harry and I discuss some mutual insecurities. Fair warning, this isn't the most cheerful episode and involves me doing a lot of talking (and crying)--but it is an interesting dive into Harold's experience of difficult emotions and demonstrates his sensitivity. If you're interested in the podcast, be sure to follow it or share it with a friend! https://lnkd.in/gdJEjNJW

Out now – The Sharpe End #podcast – Episode 33: Hot Topix. While the #USEconomy and markets seemingly look in a pretty good place right now, David Coombs, Will McIntosh-Whyte and Craig Brown discuss one of the potential flies in the ointment: #US #CommercialRealEstate. Many worries have been floated about large cuts to office property values – are they valid? And if so what second order impacts could there be? The focus then turns eastward to the rise of #Japan’s stock market and increased investor interest. This leads the team to discuss whether years of corporate reform could mean a new dawn for the nation or just another false one. Finally, the #MagnificentSeven is tackled head on as the team discuss Nvidia, the darling of the market, to highlight what the company does, how it has changed, and why it has earned plaudits and a stratospheric share price rise. The podcast is suitable for retail and professional investors. You can find The Sharpe End wherever you get your podcasts. New episodes monthly. Drop us your suggestions for future topics or feedback at thesharpeend@rathbones.com. #RathbonesAssetManagement #RathbonesMultiAsset #Investments 

Have you listened to the latest episode of The Sharpe End #podcast? Twenty-twenty (four) vision.   After the roller coaster that was 2023, David Coombs Will McIntosh-Whyte Craig Brown discuss getting their bearings for the year ahead. Then, speaking of creaking behemoth structures in need of #investment, they explain why they’ve been buying general #infrastructurefunds for the first time ever. Finally, a new portfolio holding is German #medtech company Carl Zeiss, which specialises in cutting-edge tools for #eyehealth. Perhaps some of Carl Zeiss’ products may help us all better see what the year ahead might hold…   The podcast is suitable for retail and professional investors. You can find The Sharpe End wherever you get your podcasts. New episodes monthly. Drop us your suggestions for future topics or feedback at thesharpeend@rathbones.com.   #RathbonesAssetManagement #RathbonesMultiAsset #Investments