News and events
Recovery rolls on, belying rocky times
Earnings are booming in the West as the recovery rolls on despite investor nervousness.
Read time: 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.
Read time: 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.
Read time: 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?
Read time: 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.
Read time: 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.
Read time: 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…
Read time: 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.
Read time: 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.
Read time: 4 mins
A patchy summer
As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures.
Read time: 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.
Read time: 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.
Read time: 3 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.
Rathbones announces changes to High Quality Bond Fund leadership
Rathbone Unit Trust Management (“Rathbones”) announces that fund manager Noelle Cazalis will leave the business to pursue other interests outside the UK. Fixed Income fund manager Stuart Chilvers will assume lead fund manager responsibilities for the Rathbone High Quality Bond Fund with immediate effect and with no change to the investment process or objective of the fund.
Bespoke fund EGM results
For the EGMs held 28 September 2022 for Rathbone Pharaoh Fund, Rathbone Quercus Fund, Rathbone Sherwood Fund, Rathbone Sussex Fund, and Rathbone Dragon Trust, results of the resolutions have been communicated with investors as appropriate. For more information, please contact your usual Rathbones representative.
Heritage fund EGM results
At an EGM of shareholders held 26 January 2022, the resolution that the scheme of arrangement (the “merger”) between Rathbone Heritage Fund and Rathbone Multi-Asset Strategic Growth Portfolio, a sub-fund of Rathbone Multi-Asset Portfolio (as detailed in the Information Pack sent to shareholders on 15 December 2021), was passed. Accordingly, the merger is expected to take place on 22 April 2022.
Rathbone Heritage fund merger
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 Rathbone Strategic Growth Portfolio, a sub-fund of Rathbone Multi-Asset Portfolio (the “Strategic Growth Portfolio”).
Notice to shareholders: Rathbone SICAV Multi-Asset Portfolios
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 expands access to Rathbone Greenbank Portfolio Range for advisers
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.
Investment Risk Director for Rathbone Unit Trust Management
It is with pleasure that we can announce that Elizabeth Davis has been promoted to the role of Investment Risk Director for Rathbone Unit Trust Management. Although she remains an integral part of the investment team, the managership of the Rathbone Heritage Fund stays within that team, with ultimate responsibility reverting to Carl Stick.
