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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

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
David Coombs, head of multi-asset investments will update on strategy and will highlight his views on inflation vs deflation, recovery vs new lows and tech vs leisure.
07 May 2020
Wednesday 29 April at 10:00am - David will be providing an update on portfolios, including latest positioning, trading and views given the very latest news in respect of COVID-19.
21 April 2020
David Coombs, head of multi-asset investments will be providing an update on strategy given the very latest news in respect of COVID19.
06 April 2020
David Coombs, head of multi-asset investments will outline his current approach to protecting the portfolios but also explain his strategy for the recovery
01 April 2020
David Coombs discusses out how the Rathbone Multi-Asset Portfolios are positioned in the face of significant uncertainty.
18 March 2020
Will McIntosh-Whyte lays out how the Rathbone Multi-Asset Portfolios are positioned as investors grapple with Iranian tensions, UK trade deals and a US election year.
21 January 2020
Political billboards are going up with the Christmas trees in the UK this year, while American Democrats determine who should square up to Donald Trump in 2020.
11 November 2019
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.    

Congress failed to seal a benefit extension for unemployed Americans or figure out how to support cash-strapped states as the summer recess looms. It fell to the President to come up with a contested stopgap. 

10 August 2020

Corporate results fared well during lockdowns, yet they are still well below pre-pandemic levels. Chief investment officer Julian Chillingworth examines why gold has hit record highs and why ‘riskier’ banks have done better than vanilla ones.

03 August 2020

Investors have piled into gold as the reality of US-China diplomacy starts to resemble Aesop’s fabled fox and stork. Chief investment officer Julian Chillingworth also ponders whether US tech shares are priced for perfection as he looks ahead to some big earnings results this week.  

27 July 2020

For months, the American economy has shrugged off a muddled response to the pandemic, posting better-than-expected numbers. Reality may finally have caught up, notes chief investment officer Julian Chillingworth. 

20 July 2020

With the groundwork laid for a rapid recovery, equity markets reflected continued optimism in June. But as chief investment officer Julian Chillingworth notes, significant risks remain.

15 July 2020

The situation is a bit foggy right now, so investors are trying to figure out whether economies and companies are generally heading in the right direction. Chief investment officer Julian Chillingworth rounds up earnings and inflation.

13 July 2020
Review of the Week: Tally ho!

Call it pluck or devil-may-care recklessness, the UK has committed to diving out of the EU completely in 2021, deal or no deal. Chief investment officer Julian Chillingworth takes stock of the situation.

06 July 2020
Review of the Week: Independence Day lockdown

People are extremely adaptable as prolonged lockdowns have shown. Yet chief investment officer Julian Chillingworth ponders how changes to the way we live will shake out in the coming months and years.

29 June 2020

Economic statistics fell off a cliff in May, but as chief investment officer Julian Chillingworth notes, investors were already anticipating a big bounce as economies began to reopen.

22 June 2020

After the pandemic response, outstanding UK government debt is now as big as the whole economy. But that’s not necessarily an alarm bell, says chief investment officer Julian Chillingworth, as long as it’s spent on the right things.

22 June 2020
Announcements

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

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

Note dealing dates and times for the Luxembourg SICAV funds

29 November 2019

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

12 September 2019

Notice to the shareholders of sub-fund Rathbone Multi-Asset Enhanced Growth Portfolio Accumulation Sub-Fund (the "Sub-Fund")

22 August 2019

Now that the latest round of China/US trade talks have come to an uninspiring end, attention will shift to this evening’s announcement from the US Federal Reserve and the expected 0.25% rate reduction in the real interest rate. Markets will also be searching for clues as to whether there will be any further rate cuts this year, or whether this is a one off insurance cut.

31 July 2019

Rathbone Luxembourg Funds SICAV, mergers of sub-funds 

05 July 2019

The India growth story is now well-established, but on the eve of the largest general election in the world, should it still be regarded as the jewel in the emerging market crown?

10 April 2019

As announced on 18 February 2019, Rathbones has made changes to its Luxembourg domiciled SICAV in preparation for a post-Brexit regulatory environment.

26 March 2019

Theresa May has asked the European Union (EU) for a delay in the UK’s departure until 30 June, with EU officials indicating they would only grant an extension on the grounds of Parliament agreeing a deal.

21 March 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