Stuck in the meddle
Tue Feb 03 2026
Geopolitics remains front and centre this month, as the team unpack President Trump’s push to acquire Greenland, and what America’s renewed focus on energy security and re-shoring could mean for global markets and the funds. The conversation then turns to the industrials sector - an eclectic mix of companies increasingly buoyed by the AI boom and their growing role in data centre infrastructure - where the team see compelling opportunities. Finally, they discuss their recent purchase of medical technology business Stryker, a dominant force in the US orthopaedics and neurotechnology market.
This podcast was recorded on 28 January 2026.
If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation.
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
Hannah Kennedy, Portfolio Management Assistant – Multi Asset
Rahab Paracha, Sustainable Multi-Asset Investment Specialist
Emma Letheren, Multi-Asset Equity Research Analyst
About Rathbones:
Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbone Asset Management 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 Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc.
This podcast is intended for retail and professional investors. 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 Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.
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Geopolitics remains front and centre this month, as the team unpack President Trump’s push to acquire Greenland, and what America’s renewed focus on energy security and re-shoring could mean for global markets and the funds. The conversation then turns to the industrials sector - an eclectic mix of companies increasingly buoyed by the AI boom and their growing role in data centre infrastructure - where the team see compelling opportunities. Finally, they discuss their recent purchase of medical technology business Stryker, a dominant force in the US orthopaedics and neurotechnology market. This podcast was recorded on 28 January 2026. If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation. 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 Hannah Kennedy, Portfolio Management Assistant – Multi Asset Rahab Paracha, Sustainable Multi-Asset Investment Specialist Emma Letheren, Multi-Asset Equity Research Analyst About Rathbones: Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbone Asset Management 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 Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc. This podcast is intended for retail and professional investors. 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 Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.