News and events
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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?
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.
Greg Mullins, our head of sales, has managed to dodge his brood of kids just long enough to introduce you to our latest In conversation series. It’s been a tough year for most, juggling work and home. Greg explains how these videos can help you with a concise and pertinent overview of our funds.
After a strong final quarter to 2020, Carl Stick outlines why he is excited about the UK equity sector post-Brexit, and outlines the potential for UK companies to invest today in improving their businesses to lay the foundation for sustainable dividend increases in the coming years.
Manager James Thomson describes 2020 as a “socialising recession”. In 2021, the pent-up demand to rekindle friendships, restock our wardrobes and take our travel plans out of deep-freeze should mean “revenge spending” is coming. Combined with huge stimulus, low interest rates and reflationary policies, this has convinced James to pivot toward beneficiaries of reopening.
Fund performance was good last year, helped by staying light on duration and heavier on credit risk. Bryn Jones explains how his team navigated the volatility of 2020. He highlights big themes with big consequences for investing: from the Anthropocene’s impact on the planet to the demographic and political effects of the Millennial cohort coming of age.
Our fund ended 2020 on a high, thanks to strong individual stock picks and the last-minute agreement of a post-Brexit trade deal. Alexandra Jackson sheds light on her ‘Best of British’ plays, including tech firms, cyber-security businesses and renewable providers to name a few. She also runs through the outlook for UK Plc, asking whether investor confidence is returning to our isles.
One of the lowest drawdowns in the IA Corporate Bond sector illustrates our fund’s defensive nature. Noelle Cazalis explains how her fund outperformed its benchmark last year, and why she is increasing duration by buying slightly longer-dated bonds in 2021. She also outlines the industries she is positive about and details those she is avoiding.
Last year could well be the year that sustainable investing hit the mainstream. David Harrison explains how his fund handily outperformed its benchmark, and outlines key themes he believes are here to stay. Our fund has the freedom to search the world for the very best investments; find out where David sees opportunities to make returns and a difference.
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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.
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.
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.
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Stay informed with our regular press releases, and company announcements from Rathbone Unit Trust Management.
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.
Rathbone Unit Trust Management (Rathbones) completes the launch of four new risk-rated, risk-targeted, sustainable multi-asset investment funds, the Rathbone Greenbank Multi-Asset Portfolios. The intention to launch the funds was first announced in January 2021.
Rathbone Unit Trust Management (Rathbones) announces its intention to launch the Rathbone Greenbank Multi-Asset Portfolios (RGMAPs).
It is with pleasure that we can announce that Elizabeth Davis has been promoted to the role of Invest
In line with The London Stock Exchange Rathbone Unit Trust Management Limited will be open for dealing as follows:
With upcoming MiFID II measures set to compel advisers to ask clients about ESG, recent research commissioned by Rathbones1 questioned advisers on how they are preparing for a more ESG-focused future.
How mainstream is ESG investing within today’s adviser world?
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.
Rathbone Unit Trust Management Ltd (Rathbones) is pleased to announce the launch of two new multi-asset funds, as part of the Rathbone Multi-Asset Portfolio Funds (RMAP) range - the Rathbone Multi-Asset Defensive Growth Portfolio Fund and Rathbone Multi-Asset Dynamic Growth Portfolio Fund.
Dear valued client
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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.
It’s been a tough few years on the domestic market, however this could be set to change as the UK begins to open up. Alexandra Jackson and panellists discuss the outlook for UK Equities, inflation and UK dividends. The outlook for IPOs and M&A activity in 2020; as well as, how companies are looking to take advantage of post-lockdown economic opportunity.
As demand for ESG investing continues, listen to this panel of industry experts discuss the overarching themes and impacts this is having on society, and investing in general.
There is a growing investor demand for sustainable products, with 168 new funds launched in the first half of 2019 alone. But how long will it be before ESG becomes mainstream?
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The pandemic and the global lockdowns to combat its spread have raised havoc with UK dividends. Yet that very disruption could lead to better managed companies and more sustainable dividends, argues Income Fund manager Carl Stick.
Fake meat is just a headline-grabbing focal point for real ethical changes in the US. In the first of three chapters, Rathbone Global Sustainability Fund manager David Harrison explains why responsible capitalism is ascendant in America.
Bond markets should be an investor’s safe haven, but in today’s world things aren’t as simple as they used to be. Rathbone High Quality Bond Fund manager Noelle Cazalis explains how she tries to play it safe.
Fund manager Will McIntosh-Whyte shares the (pretty open) secrets that underpin how the Rathbone Multi-Asset Portfolio Funds are put together, and discusses why not all fixed income assets are created equal.
If you’re an income investor, don’t despair! Our fund manager Will McIntosh-Whyte tells Citywire that a decent – and growing – income is possible, if you are careful and realistic about your goals.
Sustainable investing isn’t just about avoiding the risks of outdated businesses or environmental PR disasters, explains our Global Sustainability Fund manager, David Harrison. It’s also about spotting opportunities that can be captured if you keep your eyes on the future instead of the past.
They used to call David Coombs crazy. When he set up our multi-asset funds 10 years ago, many people didn’t get why we were setting targets for return and risk that investors could hold us to.
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