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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Additional resources for advisers

In conversation

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

Noelle Cazalis, Rathbone High Quality Bond Fund manager reflects on a good performance for a relatively new fund and the key driving factors during the fund’s inaugural year.

06 February 2020

Watch Bryn Jones, manager of the Rathbone Strategic Bond Fund, discuss how learnings from 2019 will inform his investment decisions throughout 2020 and talk about key investment themes he has identified for the future

06 February 2020

Co-fund managers, Carl Stick and Alan Dobbie reflect on 2019  and the how the Rathbone Income Fund has performed over the last decade. Together they discuss their plans and focus for 2020.  

06 February 2020
Asset TV masterclass
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
ESG accounts for around a quarter of the assets around the world, so does this mean that it is now mainstream? And what does an ESG fund offer compared to other funds that do not take into account ESG characteristics?
19 October 2018
Demand for multi-asset funds have burgeoned but now as we enter a period of quantitative tightening, uncertainty and geopolitics plague markets, does it still offer the diversification benefits on which it's built?
19 September 2018
The first quarter of 2018 has been the worst for fixed income since the global financial crisis; why was this and is it likely to continue?
04 May 2018
2017 has been an eventful year with Brexit, Trump, political and economic uncertainty, central bank monetary policy and also high and low yields. These all characterized the year, so are we going to see more of the same in 2018?
12 December 2017
Fixed Income has long acted as a safety net but rising rates pose a challenge. In this Masterclass a panel of experts discuss how fixed income is positioned today, managing risk, long vs. short duration, views on geopolitical risk in Europe and current trends in ESG and social bonds.
06 October 2017
In this Masterclass, four experts discuss multi-asset investing and its concerns for investors, how to approach multi-asset investing when there is so much uncertainty, what current equity opportunities there are and what trends can be found in the industry.
20 February 2017
Webcasts

Co-Fund Manager of the Rathbone Multi-Asset Portfolios, Will McIntosh-Whyte, will cover fund performance and discuss some of the topics that are front of mind, including: Are rising commodity prices about to start impacting company earnings? A new 'Bidawn'? Is the new administration less centrist than it appears?

06 May 2021

David Coombs, head of multi asset investments, Rathbones, will be outlining his latest views on the impact of the vaccine roll-out on asset allocation, style rotations and the latest changes to strategy.

26 March 2021

Co-Fund Manager of the Rathbone Multi-Asset Portfolios, Will McIntosh-Whyte, will discuss fund performance and some of the topics that are front of mind, as we go deeper into 2021.

01 February 2021

In this first webcast of the year David Coombs, head of multi asset investments, will be setting out his outlook for 2021, including thoughts on: COVID reopening; Global Britain; Green New Deals.

06 January 2021

Co-Fund Manager of the Rathbone Multi-Asset Portfolios fund range Will McIntosh-Whyte will discuss fund performance, the US election, vaccines ride to the rescue and which businesses really stand to benefit from this health crisis.

19 November 2020
David Coombs, head of multi asset investments, Rathbone funds, will update his audience following the outcome of the forthcoming US election.
22 October 2020
Co-Fund Manager of the Rathbone Multi-Asset Portfolios fund range Will McIntosh-Whyte will discuss fund performance.
17 September 2020

Join our latest webcast with co-fund manager Will McIntosh-Whyte for an update on the Rathbone Multi-Asset Portfolios. 

23 July 2020

David will be discussing the speed of the recovery now underway in most countries (ex UK) and outlining his thoughts on whether nesting and the return of the family meal are signs of structural change in consumer demand or just red herrings.

05 June 2020
David Coombs, head of multi-asset investments will be outlining his latest views on the speed of lockdown exits around the world and the impact this is having on strategy.
18 May 2020
In the KNOW blog
The latest news and views from our professional adviser blog
 

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