Behind The Screens: Talking Global Equity with Rathbones Asset Management

Join Martin Ward, Senior Investment Research Analyst at Titan Square Mile, as he speaks with James Thomson, Lead Manager of the Rathbone Global Opportunities Fund, rated ‘A’ in the Academy of Funds. James shares insight into the fund’s long‑standing quality‑growth philosophy, the importance of balancing high‑conviction stock selection with portfolio resilience and how a dedicated “weather‑proof” allocation has helped navigate periods of market stress. The discussion covers navigating recent dislocations in technology and AI‑exposed stocks, managing concentration risk amid a dominant Magnificent Seven and identifying opportunities in hard‑asset, low‑obsolescence companies as global market regimes shift.  

This podcast was recorded in March 2026. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).  

This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance. 

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