News and events
World of Opportunities webinar
1 min
Income Fund Webinar
It is a question that we and most investment houses have revisited time and time again for the best part of a decade, what is the catalyst for the resurgence of the UK market?
1 min
Multi-Asset Webcast | April 2024
1 min
Hot Topix
While the US economy and markets seemingly look in a pretty good place right now, the team discuss one of the potential flies in the ointment: US commercial real estate. Many worries have been floated about large cuts to office property values – are they valid? And if so what second order impacts could there be? The focus then turns eastward to the rise of Japan’s stock market and increased investor interest. This leads the team to discuss whether years of corporate reform could mean a new dawn for the nation or just another false one. Finally, the Magnificent Seven is tackled head on as the team discuss Nvidia, the darling of the market, to highlight what the company does, how it has changed, and why it has earned plaudits and a stratospheric share price rise.
2 mins
No Cuts No Glory
With plenty of debate about the state of the US economy, whether the inflation dragon is slain or not, if the landing will be a soft one, and when the Fed might start cutting rates, the team discuss whether the US economic porridge is too hot, too cold or just right.
2 mins
Black Sheep Down
The Magnificent Seven was the buzz phrase of 2023 as seven stocks drove so much of the return from US equity markets. America isn't the only place with a concentration issue though: it’s the same picture in Europe and the UK. The team look forward and discuss what risks and opportunities may lie ahead as a result of this phenomenon. They then turn to the defence sector and why there might be some meaningful changes afoot to drive more government spending in this area. Finally, Canadian e-commerce company Shopify is on the agenda as the team outline the company's broad appeal, along with the ups and downs of their journey owning this name.
2 mins
Multi-asset webcast | February 2024
1 min
Twenty-twenty (four) vision
After the roller coaster that was 2023, the team discuss getting their bearings for the year ahead. Then, speaking of creaking behemoth structures in need of investment, they explain why they’ve been buying general infrastructure funds for the first time ever. Finally, a new portfolio holding is German medtech company Carl Zeiss, which specialises in cutting-edge tools for eye health. Perhaps some of Carl Zeiss’ products may help us all better see what the year ahead might hold…
2 mins
All Coombs wants for Christmas is two (points)
It’s that time of year again where the whole Sharpe End team get together for the Christmas Special and become David’s judge and jury on the predictions he made for 2023 at the end of last year. Did David’s crystal ball serve him well in calling what happens to the bond markets, commodity markets, equity markets, and a few more random areas too!? Last year David managed 5.5 points, an advance on the 4.5 points of the year previous. Will his march toward prediction perfection continue, or will it all come crashing down to reality with a bump?
2 mins
S…bend it like Biden?
Is US President Joe Biden’s huge infrastructure stimulus bending the US Treasury yield curve more than Beckham at the dead ball? Moderating inflation hasn’t stopped long-term US Treasury bond yields from whipping higher (and therefore prices falling sharply) in the past couple of months – could it be worries around government spending and the much larger amount of bonds being sold at auction? Meanwhile, earnings season has dominated stock markets recently, so the team discuss the winners and losers this time round and why. Lastly, they share why US landfill and recycling business Waste Management is more exciting than you may first think.
2 mins
Rish and Chips
The team discuss the very different approaches to government investment in the US and UK and how this impacts the relative attractiveness of those economies. Next-generation weight loss drugs have grabbed the headlines of late, but unpicking the long-term impacts of these treatments on businesses is fraught with difficulty. Then, in the interests of balance, the team turn to alcohol and burgers as they discuss their recent switch from drinks giant Diageo to fast-food behemoth McDonalds.
2 mins
scAIRbnb
With an array of UK retailers struggling and the housing market slump deepening, the team discuss managing exposure to the UK and why they are keeping an eye on the escalating government clampdown on Airbnb. Also, in recognition of National Inclusion Week, the team share how they think about diversity when investing and why Nike, one of the few consumer stocks they hold, is one company that has navigated this area successfully.
2 mins
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.
Recovery rolls on, belying rocky times
Earnings are booming in the West as the recovery rolls on despite investor nervousness.
4 mins
Full of surprises
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.
4 mins
America blooms
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.
4 mins
Springing 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?
3 mins
A bleary-eyed awakening
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.
3 mins
Optimistic realism in a vaccinated recovery
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.
4 mins
Staying balanced
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…
3 mins
America (finally) decides
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.
3 mins
Post holiday blues
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.
4 mins
A patchy summer
As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures.
4 mins
Managing expectations
The hard data is coming in and so far companies have fared better through the pandemic than expected. Just how long complete recovery will take no one knows, but as chief economist Julian Chillingworth notes, we maintain our long-held belief in the human capacity to co-operate and solve problems.
3 mins
Are the bears in hibernation, or just napping?
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.
3 mins
Keep informed with announcements from Rathbone Unit Trust Management, including company news and our press releases.
Year in Review Masterclass | December 2023
Watch Tom Carroll, Chief Executive Officer, Rathbones Asset Management, along with three industry experts at Asset TV UK’s Masterclass, as they discuss 2023 in review with a focus on sustainable investing and the storms of stocks and bonds.
1 min
UK Equities Masterclass | October 2023
Watch Alexandra Jackson, Fund Manager of Rathbones UK Opportunities Fund, alongside a panel of specialists, discuss whether it's time to start talking about the UK again, withdrawals and liquidity issues in the UK market and reforming the stock market.
1 min
Multi-Asset Masterclass | September 2023
Join David Coombs, Head of Multi-Asset Investments along with three industry experts for an exclusive Masterclass discussing multi-asset investing.
1 min
Fixed Income Masterclass | September 2023
Watch Stuart Chilvers, Fund Manager and other panellists work through some of the UK's latest challenges from inflation to interest rates, and how those have affected Fixed Income.
1 min
Year in Review Masterclass | December 2022
What are the lessons learned from 2022 and what can we expect to come in the months ahead and into 2023? Listen to Rathbone Funds Chief Investment Officer Tom Carroll and panellists discuss.
1 min
Multi-asset Masterclass | November 2022
With interest rates and bond yields on the way up, what does it mean for asset allocators and the expected risks and returns from the world's various markets? Listen to David Coombs discuss this and much more.
1 min
Multi-asset Masterclass | September 2022
There's plenty of gloom and doom in the markets but what does that mean if you are invested in multi-asset funds? Have they got the flexibility and the know-how to avoid the downsides and risks, but still give exposure to the rewards? Listen to David Coombs and panellists discuss this and much more.
1 min
UK Equities Masterclass | September 2022
What are the current movements in the UK equity market and how are fund managers positioning their portfolios accordingly? Listen to Alexandra Jackson and panel members discuss.
1 min