Additional resources for advisers
In Conversation January 2024
The latest edition of In Conversation has arrived. Our managers explain how they are navigating current challenges and finding opportunities, they also outline fund performance, positioning and what they believe lies ahead.
1 min
In Conversation September 2023
The latest edition of In Conversation has landed. Our managers explain how they are navigating current challenges and opportunities, outlining fund performance, positioning and what they believe lies ahead.
1 min
In Conversation February 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.
For Financial Advisers Only
1 min
In Conversation September 2022
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.
1 min
In Conversation January 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?
1 min
In Conversation September 2021
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’.
1 min
In conversation - February 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.
1 min
In conversation - October 2020
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.
1 min
In conversation - February 2020
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.
1 min
Rathbone Multi-Asset Portfolios webcast - Wednesday 10 February 2021
1 min
Rathbone Multi-Asset Portfolios webcast - Wednesday 13 January 2021
1 min
Rathbone Multi Asset Portfolios webcast - Wednesday 30 September
1 min
Zoltar Speaks
Strolling round the south coast on a half-term excursion, head of fixed income Bryn Jones’ kids stumble on a bit of advice for politicians wrangling over Brexit.
2 mins
In context
Investors seem to be flitting between fear and optimism in an increasingly erratic manner. Hopes for a soft-touch Federal Reserve seem to be driving most of the optimism, notes chief investment officer Julian Chillingworth.
4 mins
Heart of cold
This Valentine’s Day our star-crossed multi-asset funds assistant manager, Will McIntosh-Whyte, re-examines a stock that threatens to 'be the one'.
3 mins
Year of the pig – the capitalist pig
In this new Year of the Pig, head of multi asset investments David Coombs celebrates the entrepreneurial spirit spreading across China and concludes that, despite communist roots, it may actually be doing capitalism better than the capitalists.
2 mins
Wrestling with hedges
After weeks of touring both the UK and the Continent to set out his team’s thinking for the year ahead, David Coombs has ended his journeys with a bang. Find out why our head of multi-asset investments was weirdly comforted to find himself in a hedge a few hundred metres from the M4.
3 mins
Ditch the models, on the road
In the first of his dispatches from the regions, our head of multi-asset investments, David Coombs, explains why he looks forward to the banter with IFAs. He also shares some of the pain that goes into getting out to see them.
3 mins
Losing control
Markets took a dive in December, but we think panicked investors may have got ahead of themselves. Chief investment officer Julian Chillingworth explains why things are relatively ok for global growth, but perhaps not so much for the UK.
4 mins
Don’t let 10% letters blow you off course
It was a brutal year filled with ups and a whole lot of downs. Multi-asset portfolio funds manager David Coombs explains how the team is facing 2019.
3 mins
2019: the year ahead. Maybe?
Our head of multi-asset investments, David Coombs, gazes into his crystal ball as he prepares for 2019.
1 min
Sterling – where do we go from here?
From the Caribbean to Costa, multi-asset investments head David Coombs arrived back from holiday in time for another lurch downward for the pound. He explains why currency moves will be crucial to returns in January.
3 mins
Five things to consider on Boxing Day
As you tuck into some left-over turkey on Boxing Day, desperate to keep the conversation from drifting to Brexit, here’s our suggestion for five things to consider that we hope will help you and your loved ones have many prosperous new years to come.
5 mins
How to survive in the ‘brand’ new world
We’ve seen in our first two blogs in our series on brands how millennials are driving big changes in the consumer landscape, and some of the challenges posed to global branded goods – challenges faced by smaller and more personalised businesses like advisers too. In this final instalment, we explore how established businesses can thrive in this ‘brand new world’.
4 mins