News and events
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.
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.
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?
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.
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.
On this month’s episode of The Sharpe End, David, Will and Rahab question whether the Bank of England hiking rates will be good for the UK economy. Also, what do the latest earnings from the FAANG, or now MAMAA, stocks tell us? And they share their thoughts on the rise of activist investors targeting company management.
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.
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.
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.
- 1 of 5
- next ›
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.
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.
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.
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?
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.
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.
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…
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.
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.
As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures.
- 1 of 5
- next ›
Keep informed with announcements from Rathbone Unit Trust Management, including company news and our press releases.
Rathbones has launched its third Votes Against Slavery engagement, securing support from 122 investors with assets under management totalling £9.6 trillion.
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
The appointment follows the announcement of Julian Chillingworth’s retirement in 2022.
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.
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.
Industry veteran Chillingworth to retire in early 2022, after 20 years at Rathbones.
It is with pleasure that we can announce that Elizabeth Davis has been promoted to the role of Invest
Note dealing dates and times for the Luxembourg SICAV funds
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.
- 1 of 4
- next ›
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.
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
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.
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.
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.
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.
- 1 of 2
- next ›