Katie Davis

Rathbones Asset Management Head of Fixed Income Bryn Jones and Fund Manager Stuart Chilvers explain how higher bond yields are creating a more attractive opportunity set and why making the most of it demands sharper choices.

Bond markets are back on the agenda this month, but with a European focus as rising debt and borrowing costs across the region prompt investors to question how long some countries can continue kicking the can down the road.

Justin C. Burt Abbigail R. Hines Katie Davis S. Leanne Dillard W. Brandon Smith First published:

I'm a neuropsychologist and I'm here to tell you: The number of parents seeking test accommodations for their kids is out of control. And private schools are largely to blame.

Passive bond funds look simple and low-cost, but the way bond indices are built risks leaving investors overexposed to the biggest borrowers, forced to trade at the wrong moments and lagging the indices they track.

AI's biggest names are quickly becoming some of the largest and longest-dated issuers in investment grade credit. We believe this borrowing boom raises new risks for the passive portfolios that track bond indices, while creating opportunities for those with an active edge.

Our tendency to pathologize everything is making our kids miserable

Watch Will McIntosh-Whyte, Fund Manager of the Rathbones Multi-Asset Portfolios, and co-panellists discuss the relationship between income and risk. They consider why the yield curve matters when assessing bonds, the implications of AI-related issuance for the market, and what headline equity earnings could indicate about underlying market trends.

It seems like we have lost our ability to tolerate ordinary childhood struggles

Watch James Thomson, lead fund manager of the Rathbone Global Opportunities Fund, as he provides an update on the fund, covering recent performance, portfolio activity and his outlook for the months ahead.