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. 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 https://info.rathbonefunds.com/rathbone-multi-asset-portfolios/p/1

&lt;p&gt;Trying to unpick some pretty extraordinary moves in global indices, the team discuss what’s been going on. Was it simply a short-term market overreaction, or something that we might be dealing with for a little while longer? They then move on to automotive parts – a blast from the past for manager David Coombs, but a new addition to the funds. They explain why they like the sector now, and what led them to add O’Reilly and LKQ to the funds. Finally, the team review American Tower, which has benefited from the growing expectation of imminent interest rate cuts in the US as well as the growing demand for wireless infrastructure.&lt;/p&gt; 
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&lt;p&gt;This podcast was recorded on 8 August 2024.&lt;/p&gt; 
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&lt;p&gt;If during this podcast the team reference any terms you&amp;#39;re unfamiliar with, please see our glossary &lt;a href=&quot;https://gate.sc/?url=http%3A%2F%2Fwww.rathbonesam.com%2Fglossary-of-terms-and-faqs&amp;token=7f0e5f-1-1723467236136&quot; target=&quot;_blank&quot; rel=&quot;nofollow ugc&quot;&gt;www.rathbonesam.com/glossary-of-terms-and-faqs&lt;/a&gt; which will provide an explanation.&lt;/p&gt; 
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&lt;p&gt;Rathbones multi-asset investing team:&lt;/p&gt; 
&lt;p&gt;&lt;br&gt;David Coombs, Head of Multi-Asset Investments&lt;br&gt;Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds&lt;br&gt;Craig Brown, Senior Multi-Asset Investment Specialist&lt;br&gt;Rahab Paracha, Sustainable Multi-Asset Investment Specialist&lt;br&gt;Hannah Kennedy, Portfolio Management Assistant – Multi Asset&lt;/p&gt; 
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&lt;p&gt;About Rathbones:&lt;br&gt;Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbones 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. Rathbones Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc.&lt;/p&gt; 
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&lt;p&gt;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. Rathbones 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.&lt;/p&gt;

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