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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.
On this month’s episode of The Sharpe End, David, Will and Rahab discuss the best ways to protect portfolios from COVID, supply chain risks and inflation. Also, do trends towards veganism and a low-carbon future mean major disruption is coming for farmers and food makers? And we explain how nutrition businesses DSM and Christian Hansen are helping to solve health challenges and cut food waste.
Join head of sales Greg Mullins as he introduces this ‘In conversation’ series. A lot has happened since the last series; the world isn’t yet back to ‘normal’, and there are plenty of challenges and opportunities on the horizon. Greg explains how these videos provide a concise and pertinent overview of our funds.
Manager James Thomson explains how he picks his best ideas from around the world, with a particular focus on mid-sized growth companies. He believes it’s now mission critical to own superior US stocks. He also explains why he believes balancing growth companies with reopening beneficiaries may help investors weather more volatile markets.
Manager Alan Dobbie explains why he’s excited about the strong bounce-back in UK dividends this year and how he believes this will reignite investor interest in UK equity income strategies. He examines the longer-term dividend outlook and considers how M&A activity highlights the latent value in UK markets.
Manager Alexandra Jackson explains why she expects medium-sized UK companies that are growing fast and consistently to continue to deliver strong returns. She examines key themes within the fund, notably the tech sector, while also considering how the boom in M&A activity is fuelling renewed focus on the UK market.
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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.
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.
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Stay informed with our regular press releases, and company announcements from Rathbone Unit Trust Management.
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.
Prime Minister Boris Johnson has told the world to “grow up” and tackle climate change; that “this is the most important period I think now in the history of the planet - because COP simply must su
Bryn Jones, lead manager of the £2.6bn Rathbone Ethical Bond Fund, has added exposure to go
Rathbones Unit Trust Management has strengthened its equity research capability with the hire of Keval Thakrar.
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:
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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.
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.
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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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