18. Champagne, makeup and insuring against stock market falls

In a whistle-stop tour of the globe, David Coombs, manager of Elite Rated Rathbone Strategic Growth Portfolio, tells us about his belief in the US stock market, why he is investing in government bonds instead of cash, and why some of his top stocks are companies that produce makeup and Champagne.
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Investing in other funds, investment trusts and individual company shares Rathbone Strategic Growth Portfolio is a multi-asset fund that focuses not only on returns, but also on risk and correlation of assets. Manager David Coombs uses a disciplined framework to invest into three distinct categories ‘liquidity’ (assets that can be bought and sold easily), equity risk and diversifiers.

 

Read more about Rathbone Strategic Growth Portfolio

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