HeyJaredThe Sharpe End
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.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Aug 17, 2026
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- Earliest in this view
- Jul 13, 2026
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Fresh Intel (opens the original)
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A month into Andy Burnham’s tenure as Prime Minister, the team are asking what he could possibly do to turn the UK economy and stock market around. Next, we explore the rally in software stocks, as improving growth expectations reignite enthusiasm for some names in the sector that many had written off just a year ago. Finally, this month’s stock spotlight is Intel – a company that helped build the modern technology industry and is now attempting an ambitious turnaround as a crucial beneficiary o
Losing the plots (opens the original)
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A month into Kevin Warsh's tenure as the closely watched Fed Chair, investors are debating whether this is simply a change of personnel or the start of a new era for US monetary policy. Next, the team turn to AI, after a sharp sell-off in the mega-cap hyperscalers amid growing scrutiny of the sustainability of their spending. Finally, this month’s stock spotlight is Amer Sports – a name that might not be familiar, but who owns brands such as Arc’teryx and Salomon that are certainly growing in po
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