‘🎙️ In the latest Titan Square Mile ‘Behind The Screens’ podcast James Thomson, Lead Manager of the Rathbone Global Opportunities Fund, discusses how he applies a long‑term quality‑growth approach in today’s volatile global markets.
𝐊𝐞𝐲 𝐭𝐨𝐩𝐢𝐜𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞:
🔹 The qualities James seeks in resilient, long‑duration growth businesses and how ideas are challenged through a broad external analyst network
🔹 The role of the fund’s “weather‑proof” allocation in managing downside risk during periods of volatility and market stress
🔹 Navigating recent dislocations in software and AI‑exposed stocks and why fundamentals ultimately matter more than narrative
🔹 Where opportunities are emerging amid shifting global regimes and supply‑chain realignment’