{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/a4c5de36-8260-4222-8e38-ff997dc73436/61f252a8409c64001289dbb8?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Rathbones' James Thomson: I'm not going to value-wash my fund","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/61b9b44742e856e989985776/1643270574492-f21a62398a9d53bcea9d58c5cee4c37c.jpeg?height=200","description":"<p>The opening weeks of 2022 have proved difficult for some of the most popular funds&nbsp;and&nbsp;<strong>Rathbone Global Opportunities (GB00B7FQLN12)&nbsp;</strong>is no exception. Like other growth-oriented portfolios, it has suffered a gruelling few weeks as investors worry about the potential for tighter monetary policy.</p><p><br></p><p>James Thomson, who has worked on the fund since 2003, talks about the psychology of running a fund in a market meltdown, resisting the temptation to rush into cyclical stocks, and the challenges of separating hype from substance in the tech sector. He also discusses the outlook for holdings&nbsp;<strong>Nvidia (US:NVDA)</strong>,&nbsp;<strong>Microsoft (US:MSFT)&nbsp;</strong>and&nbsp;<strong>Amazon (US:AMZN)</strong>.</p>","author_name":"Investors' Chronicle"}