The Sharpe End

David, Will and Craig discuss the implications of the energy crisis and whether the clean power transition has gone too far too fast. Also, is the Bank of England in danger of killing off the fragile UK recovery? If so, what would that mean for the pound? And David explains why his love of Denmark extends beyond gluten-free pastries and Scandinavian crime series.

Rathbones multi-asset investing team:

David Coombs, Head of Multi-Asset Investments

Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and

Rathbone Multi-Asset Portfolio funds.

Craig Brown, Senior Multi-Asset Investment Specialist

RMAPs Spotify Mixtape:

https://open.spotify.com/playlist/7D1FhxlPWm6jto335rolvs?si=1e03a25ca99e4ef4

About Rathbones:

Rathbones, a FTSE 250 listed company, provides individual investment and wealth management

services for private clients, charities, trustees and professional partners. Rathbone Unit Trust

Management (Rathbone Funds) is a UK fund manager, offering equity and bond unit trusts and a

multi-asset fund range to meet your capital growth and income requirements. Rathbone Unit Trust

Management Limited is a wholly-owned, London-based subsidiary of Rathbone Brothers plc.

Disclaimer:

This podcast is intended for professional investors, and must not be shared with a non-professional

audience. Any views and opinions are those of the investment manager, and coverage of any assets

held must be taken in context of the constitution of the fund and in no way reflect an investment

recommendation. Past performance should not be seen as an indication of future performance. The

value of investments and the income from them may go down as well as up and you may not get

back your original investment. This podcast has been produced for information purposes only and

isn’t intended to constitute financial advice. Any views expressed during this recording belong to the

individuals and are based on market conditions at the time of recording; Investments referred to

may not be suitable for all recipients. Any mention of a specific security should not be interpreted as

a solicitation to buy or sell a specific security. Rathbone Unit Trust Management Limited is

authorised and regulated by the Financial Conduct Authority. A member of the Investment

Association. A member of the Rathbone Group. Registered office: 8 Finsbury Circus, London, EC2M

7AZ. Registered in England No. 02376568.

This month, David, Will, and Craig ask whether investors are getting too excited about dubious subscription business models, and whether investors are looking critically enough at these ‘flywheels’ of growth. Should they instead spin the wheel and investigate some pure Covid-reopening plays? Speaking of wheels, they also look at how the shift from exercise bikes to a set of real wheels helps Shimano.

Rathbones multi-asset investing team:

David Coombs, Head of Multi-Asset Investments 

Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds.

Craig Brown, Senior Multi-Asset Investment Specialist

RMAPs Spotify Mixtape: 

https://open.spotify.com/playlist/7D1FhxlPWm6jto335rolvs?si=c9ccee0482144830

About Rathbones: 

Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbone Unit Trust Management (Rathbone Funds) is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbone Unit Trust Management Limited is a wholly-owned, London-based subsidiary of Rathbone Brothers plc.

Disclaimer: 

This podcast is intended for professional investors, and must not be shared with a non-professional audience. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbone Unit Trust Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbone Group. Registered office: 8 Finsbury Circus, London, EC2M 7AZ. Registered in England No. 02376568.

In the second episode of The Sharpe End, David, Will and Craig discuss the rationale behind China’s intervention in technology and education markets, along with the potential for contagion into other sectors. Also, has UK commercial property hit its bottom? And should they worry about the recent jump in Dexcom’s share price?

Rathbones multi-asset investing team:

David Coombs, Head of Multi-Asset Investments

Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds.

Craig Brown, Senior Multi-Asset Investment Specialist

RMAPs Spotify Mixtape:

https://open.spotify.com/playlist/7D1FhxlPWm6jto335rolvs?si=c9ccee0482144830

About Rathbones:

Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbone Unit Trust Management (Rathbone Funds) is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbone Unit Trust Management Limited is a wholly-owned, London-based subsidiary of Rathbone Brothers plc.

Disclaimer:

This podcast is intended for professional investors, and must not be shared with a non-professional audience. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbone Unit Trust Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbone Group. Registered office: 8 Finsbury Circus, London, EC2M 7AZ. Registered in England No. 02376568.

In the inaugural episode of The Sharpe End, David, Will and Craig discuss the private equity battle for Morrisons and the broader picture for UK retail. Also, how might the UK’s inflationary future differ from the rest of the world, and what does Cristiano Ronaldo know about Coca-Cola’s water business?

RATHBONES MULTI-ASSET INVESTING TEAM:

David Coombs, Head of Multi-Asset Investments.

Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds.

Craig Brown, Senior Multi-Asset Investment Specialist.

RMAPS SPOTIFY MIXTAPE: 

https://open.spotify.com/playlist/7D1FhxlPWm6jto335rolvs?si=c9ccee0482144830

ABOUT RATHBONES:

Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbone Unit Trust Management (Rathbone Funds) is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbone Unit Trust Management Limited is a wholly-owned, London-based subsidiary of Rathbone Brothers plc.

This podcast is intended for professional investors, and must not be shared with a non-professional audience. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbone Unit Trust Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbone Group. Registered office: 8 Finsbury Circus, London, EC2M 7AZ. Registered in England No. 02376568.