The Sharpe End
RathbonesWe 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. The Sharpe End lets you be a fly on the wall for frank and informal conversations the team are having on the desk about recent events and how they impact their funds. Follow their other musings at info.rathbonefunds.com/rathbone-multi-asset-portfo... more
| Publishes | Monthly | Episodes | 60 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Stocks have held up well on the surface so far this year, but it’s been an extremely narrow market, driven by a handful of mega-cap hyperscalers and AI enablers. Yet after a wild week or so, that has flipped – could momentum be starting to turn the o... more
South Korea has leapfrogged the UK to become the world’s eighth-largest equity market, prompting the team to consider the implications for geographic allocation within portfolios. Next, to mark the five-year anniversary of our sustainable multi-asset... more
With headlines and tweets about the Middle East continuing to come in hot, the team cover what's changed and what's not. Their focus then shifts to commodities – energy, metals and everything in between – before wrapping up with this month's stock sp... more
As the conflict continues in the Middle East, the team discusses whether they are making any changes to their portfolios in response to the big moves they're seeing in markets. Next on the agenda is the software sector: once-loved, but where sentimen... more
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Apple Podcasts5simon c win
United Kingdom2 years ago - Darren Lloyd Thomas
Absolutely loved this. Really valuable insights thank you guys 👌
Apple Podcasts5thomas and thomasUnited Kingdom3 years ago - Excellent podcast
I look forward to this every month. The team are doing a fantastic job and discussing the current economic issues that matter. Keep up the good work.
Apple Podcasts5Alibongo7United Kingdom4 years ago - Insightful
Amazing insight from Coombs and co. I binged every episode!
Apple Podcasts5samualll123United Kingdom5 years ago - Top multi asset pod
Just stumbled across this pod looking for multi asset podcasts and this is by far the best one I’ve found. I look forward to more.
Apple Podcasts5DannyPodzUnited Kingdom5 years ago
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Apple Podcasts | #161 | United Kingdom/Business/Investing |
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Frequently Asked Questions About The Sharpe End
What is The Sharpe End about and what kind of topics does it cover?
Stock-market focused discussions from a multi-asset investing team that blends macro themes with stock ideas. Episodes frequently cover global macro shifts (geopolitics, inflation, policy), regional exposures (Asia, US, Europe), and sector tilts (energy, tech, financials), then translate those themes into portfolio implications and stock ideas. A recurring strength is pairing high-concept macro talk with concrete, bottom-up stock picks and real-world anecdotes, offering practical framing for risk management, diversification, and long-term thematic bets. The show often emphasizes disciplined process, valuation awareness, and how macro developments drive asset allocation across funds, with occasional lighter moments and personal reflections t... more
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Which podcasts are similar to The Sharpe End?
These podcasts share a similar audience with The Sharpe End:
1. The Rest Is Politics
2. Merryn Talks Money
3. The Rest Is Money
4. TRAP: The Real Adviser Podcast
5. Political Currency
How many episodes of The Sharpe End are there?
The Sharpe End launched 5 years ago and published 60 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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