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.
Our fund aims for low-volatility returns, yet that doesn’t mean it can’t take advantage of market swings. Bryn Jones describes the key themes within his fund and where he’s finding opportunities. He also takes a view on the debt burden from the unparalleled fiscal response to COVID-19.
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.
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.
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.
Economic statistics fell off a cliff in May, but as chief investment officer Julian Chillingworth notes, investors were already anticipating a big bounce as economies began to reopen.
Amid an alphabet soup of economic forecasts, chief investment officer Julian Chillingworth looks for the ingredients of a lasting recovery.
Markets are jig-jagging like a frightened hare as wholesale lockdowns and extraordinary stimulus have streaked across the globe. Our chief investment officer Julian Chillingworth reports on the month.
As Covid-19 rattles markets and investors scramble for safety,. our chief investment officer Julian Chillingworth considers the longer-term implications for the global economy and also looks at the narrowing Democratic primary race to take on Donald Trump.
After many debates, votes and faff, the UK is just about ready to start leaving the EU. Chief investment officer Julian Chillingworth takes a look at the year ahead and the one just gone.
Another deadline, another delay to Brexit – and now another election on top. Meanwhile, the tennis match between China and the US over trade continues, notes our chief investment officer Julian Chillingworth.
Investors are galloping from one extreme to the other in all sorts of markets. But nothing is black and white, warns chief investment officer Julian Chillingworth, so investors should try to focus on the longer term effects and ignore short-term craziness.
At his penultimate meeting, outgoing President of the European Central Bank (ECB) Mario Draghi announced a series of measures to ease monetary policy in the listless region.
Stay informed with our regular press releases, and company announcements from Rathbone Unit Trust Management.
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
Boris Johnson has won a strong mandate to get on with his Brexit deal, sending sterling shooting higher. But what else will his government do in the next five years?
Rathbones’ Smith: “ECB bazooka futile in the long run”
Rathbone Unit Trust Management introduces Rathbone High Quality Bond Fund to wider market
Notice to the shareholders of sub-fund Rathbone Multi-Asset Enhanced Growth Portfolio Accumulation Sub-Fund (the "Sub-Fund")
Now that the latest round of China/US trade talks have come to an uninspiring end, attention will shift to this evening’s announcement from the US Federal Reserve and the expected 0.25% rate reduction in the real interest rate. Markets will also be searching for clues as to whether there will be any further rate cuts this year, or whether this is a one off insurance cut.
Approval of changes to Rathbone Multi-Asset Portfolio (the company) and changes to the following sub-funds; Rathbone Multi-Asset Total Return Portfolio, Rathbone Multi-Asset Strategic Growth Portfolio and Rathbone Multi-Asset Enhanced Growth Portfolio (the sub-funds)
Rathbone Ethical Bond Fund, Rathbone Global Opportunities Fund, Rathbone Income Fund and Rathbone UK Opportunities Fund (the funds)
Rathbone Luxembourg Funds SICAV, mergers of sub-funds
We are delighted to announce that the Rathbone Ethical Bond Fund has once again been awarded the rights to display the European SRI Transparency logo.
ESG is no longer a niche concern, in fact Forbes estimates that around a quarter of professionally managed assets around the world have an ESG focus. So what sort of trends will shape ESG in the coming year?
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They strive each day (and most nights) to completely understand their discipline, so why does their labour only make expert forecasters more inaccurate? Rathbones Income Fund manager Carl Stick looks at why specialists fail at the future.
Ten years ago this month, the American stock market, stricken by the global financial crisis, bottomed out and started one of the longest upward market trends in history. Now, a decade on, Rathbone Income fund manager Carl Stick thinks it’s appropriate to talk about change.
The US central bank changed tack so fast in 2019 that you could hear the thunderclap. Rathbone Global Opportunities Fund manager James Thomson warns that investors shouldn’t follow suit.
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