David Coombs, manager of Rathbone Strategic Growth Portfolio, explains the funds LED (liquidity, equity risk and diversifiers) framework and gives an overview of all areas of the portfolio today and the fund’s positioning. From dissecting geopolitical influences to analysing sectors like defence,...

The IFSL Wise Multi-Asset Growth fund has weathered various market storms since launch 20 years ago. We explore the challenges of navigating volatile markets, particularly amidst events like Brexit and the Covid-19 pandemic, with co-manager Vincent Ropers. Despite the noise, he finds solace in...

Darius McDermott and Juliet Schooling Latter are back for a comprehensive quarterly market update. Reflecting on the first quarter of 2024, they delve into various regions and sectors that experienced notable highs. We also discuss the potential for economic recovery in Europe, China's struggle...