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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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News and events

Webcasts

In the first episode of 2022 David, Will, and Craig try to bring some order to a rather tricky new year for global markets, discussing what risks and opportunities this presents. The team also explain why they aren’t reaching for the gold despite growing geopolitical risks, and why they are buying baser commodities instead.

18 January 2022

Manager of the Rathbone UK Opportunities Fund, Alexandra Jackson, presents her thoughts to Proactive Investor’s Katie Pilbeam on the changing shape of the UK market and what this means for investors.

14 January 2022
Manager of the Rathbone Greenbank Multi-Asset Portfolios, Will McIntosh-Whyte, sets out his outlook for 2022; beginning the year with an update on the funds, and covers latest topics, including: a tsunami of Omicron? What does this mean for investors? The FED’s ‘taper tangle’. And looks at exciting new year opportunities in the sustainable investment space.
16 December 2021

On this month’s episode, Will and Craig review and score David’s predictions for 2021 against how the year actually panned out. Decide for yourself whether they are too harsh on David’s crystal ball gazing. More importantly, the team discuss how their strategy has evolved in 2021 and ponder the latest shift in the ‘growth’ vs ‘value’ debate.

15 December 2021

On this month’s episode of The Sharpe End, David, Will and Rahab discuss the best ways to protect portfolios from COVID, supply chain risks and inflation. Also, do trends towards veganism and a low-carbon future mean major disruption is coming for farmers and food makers? And we explain how nutrition businesses DSM and Christian Hansen are helping to solve health challenges and cut food waste.

02 November 2021
David Coombs, head of multi-asset investments, will be outlining his latest views; updating you on fund performance and discussing some of the topics that are front of mind.
29 September 2021

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
Market comment

Our economic and market reviews are delivered from Rathbones Chief Investment Officer, Julian Chillingworth.  He brings highlights, on the investment forecast and the outlook for global and UK markets.    

Earnings are booming in the West as the recovery rolls on despite investor nervousness.

06 August 2021
Jar of coins

Recent inflation headlines have made for uncomfortable reading, and volatility picked up as investors remained sceptical of policymakers’ messaging. But we don’t think rising inflation is here to stay as there are too many other phenomena that will push it down.

15 June 2021

America is opening up along with the spring blossoms, and a strong summer of spending seems to be on the way. The rebound in fortunes has helped the S&P 500 reach new highs which, as chief investment officer Julian Chillingworth notes, go hand in hand with rising yields.

21 April 2021

Bond yields and a new season’s flowers both sprung up last month, heralding an end to the dark days of lockdown winter. Chief investment officer Julian Chillingworth ponders the big question on investors’ minds – does this also foreshadow a prolonged period of higher inflation?

22 March 2021

After a busy start to the year there’s still a lot of uncertainty swirling around in markets. But economies tend to bounce back hard after sombre periods, and hope remains that our eventual return to ‘normal’ will be no different.

23 February 2021
sunset visible through hedge

A roller-coaster of a year finished on a high note for the markets, and we start 2021 with a sense of relief that one of the most difficult years many of us have ever experienced is behind us.

20 January 2021

With a clutch of vaccines on the way soon, equity markets were in a buoyant mood in November. But there are still a lot of things we don’t know – and even some things we don’t know that we don’t know…

07 December 2020

Equities fell in October as investors came to terms with tighter lockdown restrictions, but hopes for a new round of US stimulus under President-elect Joe Biden have buoyed markets, and Chief investment officer Julian Chillingworth reckons we should take heart.

13 November 2020

With summer fading into memory, a long uncertain winter of social distancing lies ahead. It’s easy to feel gloomy, but as chief investment officer Julian Chillingworth argues, we should try not to buy into the doom.

09 October 2020

As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures.

15 September 2020
Announcements

Keep informed with announcements from Rathbone Unit Trust Management, including company news and our press releases.

As part of an ongoing review of our portfolio of investment opportunities for clients, we are informing you of a proposed merger of the Rathbone Heritage Fund (the “Heritage Fund”) with the Ra

15 December 2021

The appointment follows the announcement of Julian Chillingworth’s retirement in 2022.

10 December 2021

We are informing you in our capacity as investment manager of the Rathbone SICAV Multi-Asset Portfolios (“the Company”), to inform you we will be contacting your client(s) about some changes to the objectives of some of the sub-Funds. 

12 November 2021

Rathbone Investment Management, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, is pleased to announce the launch of a new range of client propositions, which will invest in the underlying funds in the Rathbone Greenbank Portfolio Range.

19 July 2021

Industry veteran Chillingworth to retire in early 2022, after 20 years at Rathbones.

14 July 2021

It is with pleasure that we can announce that Elizabeth Davis has been promoted to the role of Invest

27 November 2020

Note dealing dates and times for the Luxembourg SICAV funds

26 November 2020
Edward Smith
“Before today’s announcements, public sector net borrowing was on track to increase by around £310bn this year – so, around 15% of GDP.
14 July 2020

Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, has appointed Peter Hooker as a DFM specialist within Rathbones’ distribution team. 

Peter will report to Philip Turner, head of DFM specialists.

07 July 2020

Dear valued client

19 March 2020

Boris Johnson has won a strong mandate to get on with his Brexit deal, sending sterling shooting higher. But what else will his government do in the next five years? 

13 December 2019

Rathbones’ Smith: “ECB bazooka futile in the long run”

12 September 2019
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