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What will 2012 have in store for investors?

Julian Chillingworth
The rally we saw towards the close of 2011 has come to an end, and the New Year started on a reasonable note as this momentum briefly continued into the first couple of trading days of 2012.

Join Rathbones CIO and Fund Manager, Julian Chillingworth for a ‘live’ webcast, as he looks at the year ahead, sharing his views on the markets and major issues which will shape investor returns throughout 2012.
Jan 17 2012
24 mins
What will 2012 have in store for investors?
Macro economic views markets Julian Chillingworth
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Rathbone Conference Calls

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  • Rathbone Ethical Bond Fund Recorded: May 14 2013 25 mins
    Some of the challenges facing fixed income managers include cash and government bond yields remaining at lowest levels, coupled with inflationary threats and a potential increase in interest rates. Join Bryn Jones, Fund Manager of the Rathbone Ethical Bond Fund on Tuesday 14 May at 11am as he discusses his strategy against this backdrop.

    After surpassing the £100m milestone and producing the highest yield in the IMA Sterling Corporate Bond Sector (source: Financial Express), Bryn explains how he finds good opportunities, with a margin of safety, for your clients' portfolios.

    The Fund enjoys first quartile performance across a number of periods (as at 30.04.13), and an attractive dividend history makes the Rathbone Ethical Bond Fund an excellent choice from both a yield and a total return basis.

    During the live event, if you would like to submit a question, please use the “Questions” tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am
  • Rathbone Global Opportunities Fund Recorded: Apr 17 2013 22 mins
    A GLOBAL INVESTMENT OPPORTUNITY ....AWAY FROM THE MAINSTREAM CORE GLOBAL FUNDS

    With solid economic data coming through and improving investor sentiment James Thomson, manager of the highly rated Rathbone Global Opportunities Fund is taking the chance to reduce his cash weighting and buy into a number of strategic positions which play into his core investment themes.

    To hear about these holdings and to gain an update on the portfolio and James’ current views, please register for our webcast.

    If you would like to submit a question during the live event, please use the ‘questions’ tab at the top of the video screen at any point during the webcast.
  • Rathbones for long-term rising income! Recorded: Mar 19 2013 29 mins
    With the search for income becoming increasingly challenging and the fear of inflation looming, an equity income investment proposition which boasts rising dividends in 20 of the last 21 years and maintaining a consistent low volatility should be an attractive offer.
    Even more so when this is combined with consistently upper quartile returns and a host of independent recognition.

    Hear how the Citywire rated investment managers of the Rathbone Blue chip Income and Growth Fund Julian Chillingworth and Alan Dobbie are delivering these rising dividends and risk adjusted returns as they outline their process, current investment views and discuss the focussed portfolio which they believe will maintain this impressive track record going forward.
  • Risk-based portfolios, focused on client outcomes Recorded: Feb 14 2013 31 mins
    With headwinds facing global markets and in particular Fixed Income, the value of a ‘forward looking’ and truly active Multi Asset Fund will really come to the fore in 2013.

    Join David Coombs, Fund Manager of the award winning Rathbone Multi Asset Portfolios, in his live webcast on Thursday 14th February at 11.00am. David talks to us about how he achieves this within clearly defined and client appropriate risk parameters.

    Put your questions to David in advance or during the call using the ‘questions’ tab at the top of the video screen.
  • 2013 - The year for UK Equity Income? Recorded: Jan 29 2013 25 mins
    As 2012 drew to a close, there was a clear improvement of sentiment towards the UK equity income sector. But, how well placed is this positive notion and what are the challenges for 2013?

    The Rathbone Income Fund had a strong year returning 15%. Equally important, the volatility of these returns was relatively low versus its peer group. This is testimony to a strong, risk orientated investment process.

    Join Carl Stick, Fund Manager of the Rathbone Income Fund in his live webcast on Tuesday 29th January at 11.00am as he gives a brief review of the last year and looks forward to the challenges in 2013.
  • Positive Returns for 2012, where are the opportunities for 2013? Recorded: Jan 24 2013 27 mins
    We witnessed positive returns in 2012, but not without some surprises. We reflect on the last year to find out where these have come from, as well as looking at what the drivers may be to see a potential return to higher yields in the Fixed Income space.

    Register now to join Julian Chillingworth, CIO of Rathbone Unit Trust Management, as he discusses where we see potential growth opportunities for 2013, and conversely why we should be mindful of treading with caution.

    Are you rebalancing your client portfolios this year? With a shift in emphasis away from defensives, rotating more towards economically sensitive names, what considerations should you be mindful of?

    Put your questions to Julian in advance or during the call using the ‘questions’ tab at the top of the video screen.
  • Rathbone Blue Chip Income and Growth Fund Recorded: Dec 4 2012 25 mins
    We have recently seen a rotation back into equity funds from corporate bonds, however, there remains a constant demand from clients for yield.

    In July this year, the Rathbone Blue Chip Income and Growth Fund delivered a 3.2% increase in its annual dividend, the 20th increase of the last 21 years. In what has proved to be another volatile year for investors, the Fund is up 12.0% year to date. Over the three year period to the end of October, the Fund has managed to deliver both higher returns and lower volatility than the benchmark FTSE All-Share index (Source: Financial Express).

    To hear how the managers are delivering outperformance, and relatively low volatility, join our live webcast at 11.00am on Tuesday 4th December. Julian Chillingworth and Alan Dobbie will explain how they select the best stocks for their focussed portfolio.

    If you would like to submit a question during the live event, please use the ‘questions’ tab at the top of the video screen at any point during the webcast.
  • How advisers use discretionary management services Recorded: Nov 26 2012 21 mins
    How advisers use discretionary management services
  • Rathbone Global Opportunities Fund Recorded: Nov 6 2012 39 mins
    With the exception of China and Spain every equity market this year has posted positive returns as we bask in a global equity rally. So, does this mean all plain sailing ahead?

    James Thomson, Fund Manager of the highly rated Rathbones Global Opportunities Fund is not so sure and feels this positive momentum belies wild under-currents and increasing negativity. This view would appear to be supported by the world’s leading strategists who in a recent poll decided their preferred weighting to equities was 41%, the lowest since the poll started in 1997.

    So where is James finding value and how is he positioning his fund to combat the coming months and ensure investors capitalise on the opportunities that are presenting themselves whilst staying away from the areas which we believe will soon be coming back down?
  • Rathbone Ethical Bond Fund Recorded: Oct 9 2012 23 mins
    With cash yields expected to remain low well into 2015, Bryn Jones, Fund Manager of the Rathbone Ethical Bond Fund will discuss how he will deliver one of the strongest yields in the sector.

    Investor sentiment has now improved, following the coordinated response from Central Banks, which we feel will feed through to banks and corporates. This will support good quality supply, and liquidity in the sector.

    To hear the views of Bryn Jones in his upcoming review, please register for our webcast.
  • Rathbone Income Fund Recorded: Sep 11 2012 39 mins
    Since taking over the management of the Rathbone Income Fund in January 2000, Carl Stick has achieved market leading performance, cementing his position as the second most successful equity income fund manger in the UK over that period. In an ever changing market, however, we are all aware that return is only part of the equation, with increasingly more attention now being focussed on volatility.

    With over 100 equity income funds to choose from, this is what sets the Rathbone Income Fund and Carl Stick’s risk based investment process apart. Carl employs an approach which combines bottom-up stock picking with disciplined risk controls to deliver a fund which not only exhibits superior performance to many of its peers, it does so with lower volatility.

    Join us on the 11th of September at 11am for a brief update on the fund from Carl Stick.

    During the live event, if you would like to submit a question, please use the “Questions” tab at the top of the video screen at any point during the webcast.
  • Macro views and the Rathbone Blue Chip Income and Growth Fund Recorded: Jun 28 2012 28 mins
    Greek elections, demise of the Euro, Spain in crisis, further bank bailouts, risk on, risk off

    With macro news dominating, where next for investment markets?

    In this webcast Julian Chillingworth Rathbones CIO and Fund Manager of the Rathbone Blue Chip Income and Growth Fund will share his views on the issues facing investors today, before delivering an update on the positioning and performance of his fund.

    If you would like to submit a question during the live event, please use the ‘questions’ tab at the top of the video screen at any point during the webcast.
  • Rathbone Multi Asset Portfolios Recorded: Jun 12 2012 40 mins
    Blinded by science, benchmarks and IMA Sectors which bear little, if any, relevance to your clients’ investment requirements or attitude to risk?
    The Rathbone Multi Asset Funds could be the answer!

    Please join David Coombs, Lead Manager, who at our 3 Year Anniversary will explain how we have built our offering on the four key investment principles which sit at the heart of our Wealth Management business.

    •Asset Allocation must be dynamic.
    •Investment views must be forward-looking.
    •Portfolios must have specified risk targets.
    •Portfolios must have specified return targets

    If you would like to submit a question during the live event, please use the ‘questions’ tab at the top of the video screen at any point during the webcast.
  • Rathbone Multi Asset Portfolios Recorded: Jun 10 2012 8 mins
    David Coombs, Head of Multi Asset Investments
    Dicusses the macro scene and fund performance

    Elizabeth Savage
    Assistant Fund Manager, Research Director
    Discusses Alternative investments

    Mona Shah
    Assistant Fund Manager, Research Analyst
    Discusses our selection Process
  • Rathbone Global Opportunities Fund Recorded: May 15 2012 37 mins
    Have you missed one of the UK's top performing Global Equities Funds over the last decade?

    The Rathbone Global Opportunities Fund has consistently been one of the top performing funds, available in the UK since its inception in May 2001 under the award winning manager James Thomson.

    James continues to use his mandate to find unblemished, high quality, under the radar companies that are ideally placed to deliver growth and shareholder value, whatever the economic conditions.

    If you would like to submit a question during the live event, please use the ‘questions’ tab at the top of the video screen at any point during the webcast.
  • Rathbone Ethical Bond Fund Recorded: May 1 2012 38 mins
    What next for fixed interest markets?

    With markets still firmly focussed on the macro risks, we continue to see high levels of fund flows into the fixed interest market. However, with increasingly mixed reviews from the industry experts, how sensible will this approach prove to be, and what should you be looking for from your fixed interest manager.

    To hear the views of Bryn Jones – one of the leading managers in the Corporate Bond space, please register for our webcast.

    If you would like to submit a question during the live event, please use the ‘questions’ tab at the top of the video screen at any point during the webcast.
  • Rathbone Income Fund Recorded: Mar 27 2012 37 mins
    In the current economic climate investors are firmly focussed on the value of income investing and the benefits of companies with strong dividend disciplines.

    Against this backdrop the challenge is therefore finding proven income managers who will not only continue to deliver returns but also offer diversification benefits within a clients portfolio. To hear the views of one such manager we invite you to register for the Rathbone Income Fund live webcast.

    Carl Stick is one of the UK's most long standing and proven Equity Income Fund Managers with a distinctive style and approach that continues to deliver market leading returns.

    If you would like to submit a question during the live event, please use the ‘questions’ tab at the top of the video screen at any point during the webcast.
  • Rathbone Multi Asset Portfolios Recorded: Mar 6 2012 30 mins
    The level of risk investors are taking is back on, and markets are climbing the ‘wall of worry’ – is this another false dawn or are we in for a sustained period of strong returns?

    To hear the views of David Coombs, Head of Multi Asset Investing at Rathbones and lead manager of our Multi Asset vehicles, join us for the LIVE webcast.

    If you would like to submit a question during the live event, please use the ‘questions’ tab at the top of the video screen at any point during the webcast
  • Rathbone Recovery Fund Recorded: Jan 31 2012 31 mins
    Take this opportunity to join Marina Bond in this live event to discuss how the portfolio is currently positioned. Highlighting some of the key themes in the strategy, and why stockpicking will be key throughout the year
  • What will 2012 have in store for investors? Recorded: Jan 17 2012 24 mins
    The rally we saw towards the close of 2011 has come to an end, and the New Year started on a reasonable note as this momentum briefly continued into the first couple of trading days of 2012.

    Join Rathbones CIO and Fund Manager, Julian Chillingworth for a ‘live’ webcast, as he looks at the year ahead, sharing his views on the markets and major issues which will shape investor returns throughout 2012.
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  • Live at: Jan 17 2012 2:00 pm
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