For your convenience, you are able to invest in our funds through our distribution partners, or by post. Alternatively, speak to a member of our dealing and valuations team.
Responsible investment and stewardship report 2020
Our funds adhere to the same principles as the UK Stewardship Code. The report includes an update on the last calendar year’s work we have done on the subject on behalf of the funds.
Trying to unpick the turmoil in the banking sector, the team discuss what happened in the last week or so and what it means for the future, and explain what action they’ve taken as a result. Their gaze then shifts to our fair shores as they ask whether, after a few years in the investment wilderness, the UK could be on the precipice of some structural changes that might support the economy and perhaps the equity market too.
A new deal for the Northern Irish border is imminent, bringing hope of greater clarity on Brexit for the UK. Meanwhile, the outlook for global inflation only gets foggier.
The war in Ukraine has caused misery in Eastern Europe, upended global trade and sharpened world politics. An era of cheap hydrocarbons is now behind us, and further energy shocks could be on the horizon.
Could David’s usual prediction of US stocks beating European ones come a cropper this year? The team also explain why US real estate investment trusts are a different ball game for them vs the UK market, and where there are some exciting opportunities. Finally, the team turn a loving, Valentine’s Day gaze towards European luxury goods giant LVMH and discuss just why the company’s resilient earnings are perhaps worth paying a pretty penny for.
Rathbones head of fixed income Bryn Jones, alongside fund manager Stuart Chilvers will be providing an overview of their current outlook for fixed income markets , as well as an update on the Rathbones fixed income fund range. During the seminar, the managers will take a close look at fixed income markets and the unprecedented opportunities currently on offer across the asset class, that make it impossible to ignore.
After years of upheaval, huge stimulus and changing habits from work to play, the paths of economic growth and inflation disappear into a fog as thick as a February morning. That’s why we’re still cautious about 2023.
Join head of regional sales Ben Johnson as he introduces the latest In Conversation series. This series of video updates are here to provide you with the most up-to-date insights; portfolio positioning, performance and outlook.
Review of the week: Everything, everywhere, all at once
It’s a manic week ahead, full of monetary policy, earnings and economic insights. Just the right time for a week of strikes to cause bedlam throughout the UK, from schools to railways.
Signs of economic weakness in America have bond investors hoping the US central bank will soon let up on its path of higher interest rates. But they might be a little early.
Head of multi-asset investments, David Coombs, will give an update on the funds and discuss some of the topics that are front of mind, including:
- The impact of disinflation
- Navigating recessions
- China – bull case back?