The Sharpe End

Jan 13 2025 43 ep. 36 mins 12
The Sharpe End Podcast artwork

We don’t have all the answers, but we have plenty of opinions. Discover the latest news and views from the Rathbones multi-asset investing team. The Sharpe End lets you be a fly on the wall for frank and informal conversations the team are having on the desk about recent events and how they impact their funds. Follow their other musings at https://info.rathbonefunds.com/rathbone-multi-asset-portfolios/p/1

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Gilty Party

Jan 13 2025 38 mins  
It’s been quite the new year hangover for the global bond market as yields have continued to race away at the start of the new year – the UK 10-year gilt is back to levels not seen since the 2000s. The team start the year by discussing this volatile start, what the drivers are, and how this is impacting our funds. Next up is the financials sector: always a tricky and complex to

No Miracle on 30 Gresham Street

Dec 10 2024 41 mins  
It’s that time of year again! Mariah Carey is blaring in the shops, the Elf on the Shelf is on the loose in homes across the country, and our head of multi-asset David Coombs is held accountable for his annual predictions. Will the team be naughty or nice when they mark David on his prognostications spanning UK and US politics, bond yields, central bankers, and passive investing?

Trump Ad-Vance

Nov 07 2024 35 mins  
A lot going on this month, so the team focus on two rather large events which took place within a week of each other. First up is the big show across the pond: with Trump now claiming his seat in the Oval Office the team give their immediate reaction to his victory and discuss what it could mean for markets and their funds. Then the team swing to look at the ramifications of the La

The Great Malls of China

Oct 14 2024 37 mins  
The gaze turns eastward this month as the team discuss China’s recent stimulus. Will it be enough to wrestle the economy out of its post-COVID funk? Then the conversation turns to making sense of western central bank interest rate cuts that coincide with conflicting economic data. Calling the direction of travel is challenging, so what does it mean for their portfolios? Finally,

Don't raise tax in anger

Sep 09 2024 42 mins  
It’s just over a month since Keir Starmer took over at Number 10, and for those of you not glued to Ticketmaster scrambling for Oasis tickets you may have noticed that we’ve started to learn a little more about what “Starmerism” will look like. In light of this, the team discuss how the new Labour government’s agenda might impact UK equity and bond markets, along with ste

Braking Bad

Aug 12 2024 32 mins  
Trying to unpick some pretty extraordinary moves in global indices, the team discuss what’s been going on. Was it simply a short-term market overreaction, or something that we might be dealing with for a little while longer? They then move on to automotive parts – a blast from the past for manager David Coombs, but a new addition to the funds. They explain why they like the sec

Les Misérables

Jul 08 2024 40 mins  
On the eve of the most telegraphed election result in UK history, the team turns instead to a murkier electoral outlook in Europe. How will a shifting European political landscape – especially in France – impact the region’s economy? And what would the knock-on effects influence the European Central Bank from here? They then discuss the consumer as questions abound on the tru

Quantum Leap

Jun 10 2024 40 mins  
Inflation is on our agenda but not quite in the way you might expect. We discuss the outlook for inflation in the longer term and consider how some big structural changes could shift perceptions on what’s a ‘normal’ rate of inflation. Attention then turns to the tech sector and software in particular. Despite all the plaudits for the tech darlings, could we be seeing the firs

Going into Labour

May 13 2024 42 mins  
In an election extravaganza of a year the team 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 multi-asset manager, but just how do you achieve it and how has a world of higher interest rates changed that? The team outline the lat

No Cuts No Glory

Apr 15 2024 32 mins  
With plenty of debate about the state of the US economy, whether the inflation dragon is slain or not, if the landing will be a soft one, and when the Fed might start cutting rates, the team discuss whether the US economic porridge is too hot, too cold or just right. The US consumer is next on the menu as some recent weakness in areas of consumer spending has the team pondering if