The Great Malls of China

The gaze turns eastward this month as the team discuss China’s recent stimulus. Will it be enough to wrestle the economy out of its post-COVID funk? Then the conversation turns to making sense of western central bank interest rate cuts that coincide with conflicting economic data. Calling the direction of travel is challenging, so what does it mean for their portfolios? Finally, what has made UK-listed information and analytics business RELX a long-time holding in the funds? This podcast was recorded on 10 October 2024. 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 Craig Brown, Senior Multi-Asset Investment Specialist Rahab Paracha, Sustainable Multi-Asset Investment Specialist Hannah Kennedy, Portfolio Management Assistant – Multi Asset About Rathbones: 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. 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.