Financial advisers

This website is for financial advisers, intermediaries and professional investors looking for all major asset classes and regions, with options for clients seeking growth, income or additional diversification through our range of funds.

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The information held on this website relating to the Rathbone SICAV range of funds is only provided to investors in the EU where they are existing shareholders in one of the funds for information purposes only. The information provided in this site is aimed at existing investors only. It does not constitute an offer to sell, or solicit an offer to buy any investments by anyone in any jurisdiction in which such offer or solicitation is not authorised or in which a member of the Rathbone Group is not authorised to do so.

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Additional resources for advisers

In conversation

The latest series of ‘In conversation’ has landed. A lot has happened since our last fund updates: find out how our fund managers have been positioning their funds, navigating challenges and seeking out opportunities. 

22 September 2022

Much has happened since our last series. COVID-19 threw us another curveball with Omicron spreading fast. This aggravated existing supply chain and employment issues, fuelling inflation and political instability. Central bankers are under pressure to tighten monetary policy earlier than expected. So, what does this all mean for investor sentiment?  

21 January 2022

Much has happened since our last series. The world is largely open again, though the highly contagious delta variant and supply chain disruptions mean life is far from ‘back to normal’.

27 September 2021

Much has happened since the last time they spoke to you. Lockdown 2.0; Lockdown 3.0; a post-Brexit trade deal with the EU; Joe Biden became president; and the beginning of a global vaccination drive.

04 June 2021

Now in its second iteration, our In conversation series is beaming from the homes of our managers for the first – and likely not the last – time. They have provided the latest fund performance, portfolio positioning and their views on the future. 

04 June 2021

Introducing the, “In conversation” series, you’ll have the opportunity to hear and now see our fund managers provide their expert view in a short, engaging and digestible format. We aim to run these updates twice a year.

04 June 2021

Listen to Greg Mullins, Head of Sales, introduce the series in a short soundbite of what you can expect now and in the coming months ahead.

06 February 2020

Bryn Jones, lead fund manager of the Rathbone Ethical Bond Fund, reveals why 2019 was a great year for performance, and the key themes he’s keeping an eye on in 2020. 

06 February 2020

James Thomson, who has managed the Rathbone Global Opportunities Fund for over 15 years, deep dives into another successful year which saw the fund outperform the sector, with a first quartile positioning. 

06 February 2020

Carl Stick, executive director, stands in for fund manager David Harrison to discuss one of the hottest topics of the moment - ESG (Enviromental, Social and Governance). The Rathbone Global Sustainability fund has performed well throughout 2019. Carl looks at how 2020 is likely to shape up.

06 February 2020
Asset TV masterclass

The Rathbone Ethical Bond Fund passed its 20 year anniversary in May; listen to our head of fixed income and lead manager on the fund, Bryn Jones, fund manager Noelle Cazalis and head of ethical sustainable and impact research at Rathbone Greenbank Investments Kate Elliot, discuss the role of fixed income and ethical investments in a client portfolio.  Taking a look at the past 20 years in the sector and how they have put this wealth of experience to work, pathing the way for the next 20, whilst exploring themes and trends they believe lie ahead.

27 May 2022

UK inflation is now above 6% and rate rises appear imminent. What does this mean for your clients fixed income and capital?  Bryn Jones, our head of fixed income, joins the panel to discuss, addressing the following within the debate:

- What fund managers are doing to mitigate the impact of inflation on fixed income
- The impact of rising interest rates on an already leveraged financial system
- The implications of running loose monetary and fiscal policy at the same time

31 March 2022

COVID and inflation are two unwelcome guests who have returned to Western economies and markets, so what does this mean for multi-asset portfolios? Will McIntosh-Whyte is on panel to discuss:  How multi-asset managers are looking to counter the effects of inflation on investor returns. The challenge sustainability regulation is creating for multi-asset funds. The growing influence of China on global financial markets.

10 December 2021

As we enter the last part of the year, we take a look at the outlook for fixed income. Bryn Jones is on panel to discuss some of the latest updates in this sector. How great a threat inflation poses to fixed income investors today; how bond managers are looking to identify long term corporate cashflows in the wake of COVID; and the growing role of sustainability in running fixed income portfolios, plus more.

08 September 2021

2020 was a year of incredible stress in markets, so how did multi-asset investing perform and is it fit for purpose in 2021? How are multi-asset managers using alternatives and what is the role of fixed income at a time of rising yields? Listen to David Coombs and panellists discuss this and much more.

14 May 2021

2020 has been an unprecedented year with the coronavirus pandemic and the US election, so what does it all mean for multi-asset? And what will global growth and the recovery look like? David Coombs and panel members discuss.

09 December 2020
As demand for ESG investing continues to rise; hear how Ethical Bond Fund manager Bryn Jones, incorporates this into the screening process and management of his fund; discussing the overarching themes which are currently driving performance and sustainable investing.
27 November 2020
Demand for multi-asset funds has burgeoned but with uncertainty in geopolitics plaguing markets, does it still offer the diversification benefits on which it's built?
23 April 2019
2018 was a challenging environment for fixed income but 2019 saw a rally in the bond markets, so why was this and is it set to continue?
10 April 2019
Trump's trade war, Brexit uncertainty, volatility returning to markets and when will the bull run end? These are some of the questions that investors have been asking themselves over the last 12 months. But coming into 2019 are we going to see more of the same?
14 December 2018
Webcasts

Have US Fed Chair Jerome Powell’s comments at Jackson Hole spooked the team as much as they spooked the market? This month, David, Will, and Craig also discuss how much attention to pay to the weakening US housing market, and finally touch on the video game industry and how it should remain an exciting place to invest for many years to come.

07 September 2022

We may have (finally) reached peak inflation, argue David, Will and Rahab this month. Also, they explain how the Tory leadership campaign made them reassess the benefits and pitfalls of deregulation, and why they think water is an exciting investment theme for their portfolios.

08 August 2022

This month, David, Will and Craig discuss the wide-ranging impacts of the energy market’s current stresses and complexities. Also, despite some expected post-pandemic catch-up in consumer services spending, the team aren’t tempted by many businesses that have benefited. Finally, they discuss the departure of Prime Minister Boris Johnson in real time and what it might mean for fiscal policy and the UK economy.

12 July 2022

In the final webcast before the summer holiday season, David Coombs, head of multi-asset investments and Will McIntosh-Whyte, fund manager, will be providing a multi-asset team update covering:
- Is recession in the US now a foregone conclusion?
- Will the US Federal Reserve need to cut rates in 2023?
- Are cyclicals a help or hindrance in the current inflationary environment?
- Are consumer staples the best form of defence in a slowing economy?
- How the team are approaching managing the portfolios in this volatile market.

29 June 2022

Why is credit starting to look attractive to David, Will and Craig for the first time in quite a while? Also, the team question how resilient consumer staples companies may be in the current environment and explain why they are still comfortable with composite decking manufacturer Trex despite a tough year so far.

07 June 2022

This month, David, Will and Craig discuss managing a portfolio in a bear market and avoiding the pitfalls of emotional decisions, their love/hate relationship with the hamster wheel of earnings season, and why – despite attracting the attention of a rather eccentric billionaire – pure play social media companies have never really turned their heads.

04 May 2022

This month, David Will and Rahab try to make sense of what simultaneous recessionary and inflationary risks mean for markets and central bank policy. Also, what does the difficult start to the year for ESG investing mean for its future? And they explain why Ulta Beauty has been surprisingly resilient despite rocky markets.

14 April 2022

David Coombs, head of multi-asset investments, will be outlining his latest views; updating you on fund performance and positioning and discussing some of the topics that are front of mind, including: Russian's invasion of Ukraine and its impact on world economies. And what’s next for inflation?

28 March 2022

This month David, Will, and Craig discuss the various long and short-term market implications of the conflict between Russia and Ukraine and how they are attempting to navigate these in portfolios.

11 March 2022
Navigating the current crisis – Rathbone multi-asset portfolios update

In light of the deteriorating situation in Ukraine, we have prepared a short recording to address some of the questions we have been receiving from clients over the past week. Hear how David Coombs, head of multi-asset investments, is navigating the current crisis in relation to the multi-asset portfolios.

02 March 2022
In the KNOW blog
The latest news and views from our professional adviser blog
 

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