Rathbone Conference Calls

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Watch our fund managers LIVE in our monthly webcasts

Stay up to date with our fund reviews as a selection of our fund managers discuss market trends, their strategy and the challenges and opportunities that lie ahead.

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Rathbone Global Opportunities Fund James Thomson Strong stock-picking and good opportunities continue to provide outperformance for all investors.

There are strong indicators that the global recovery will continue for developed markets. Bearish sentiment seems overpowering at the moment but we believe that investors should remain in equities. We are confident that weak emerging markets or rate hikes will not derail the developed market recovery. The Manager maintains large exposure to US equities, mid-caps and some of the most exciting and innovative companies in the world. The fund is in the top quartile of performance over 1,3,5 and 10 years.

Source: Financial Express. Data as at 01.09.2015

Put your questions in advance or during the call using 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.
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Sep 15 2015 10:00 am
UTC
45 mins
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  • The current climate of low interest rates, low inflation and uncertain investor sentiment towards credit markets has created much debate about how clients’ portfolios should be positioned.

    Bryn Jones, manager of the Strategic Bond Fund, explains how maintaining consistently low volatility has been key for clients seeking risk adjusted returns. The fund is currently ranked as the second lowest volatility versus its peer group, the IA Sterling Strategic Bond Sector.

    Source: Financial Express. Volatility shown is annualised standard deviation of weekly returns since the launch of the Rathbone Strategic Bond Fund, from 03.10.2011 to 26.05.2015

    Put your questions to Bryn in advance or during the call using 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
  • With the UK economic recovery seemingly well entrenched, what investment opportunities remain for a UK Recovery Fund?

    Alexandra Jackson and Jo Rands co-managers of the Rathbone Recovery Fund, since June 2014, still see plenty of potential recovery names to buy. The managers will discuss their investment approach to selecting attractive recovery stocks and how they reduce the chance of purchasing value traps.

    The Rathbone Recovery Fund, is a nimble all market cap fund, returning top quartile performance, year to date of 9.47%, as at 30 April 2015 (Source, Financial Express).

    Put your thoughts and questions to the managers in advance or during the call using 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
  • As bond yields remain close to historical lows and the with equity market’s recent strength, we invite you to join fund managers; Julian Chillingworth and Alan Dobbie on Thursday 30th April at 11am, where you will have an opportunity to hear how the fund is positioned for the current market conditions .

    Find out which businesses and themes the fund team are seeking out to maintain their consistent growth in the last 12 months, where the fund has returned +12% (source: FE Analytics , at 31 March 2015).
  • As the outlook for inflation and the timing of possible interest rate hikes in the US and UK continue to dominate investor thinking, Bryn Jones, Head of Fixed Income Research and Fund Manager of the Rathbone Ethical Bond Fund, will consider interest rate expectations and duration positioning ahead of the March Federal Open Market Committee meeting.

    Put your questions to Bryn in advance or during the call using 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
  • With the UK Equity Income sector continuing to dominate fund sales and investor discussion, join Citywire rated Fund Manager Carl Stick, on Thursday 26th February on our live webcast to discuss what next for this popular sector. Carl will examine how his risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream.

    Put your questions to Carl in advance or during the call using 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.
  • David will talk about Rathbones; conviction for his risk-targeted approach and the results that it has delivered. Furthermore, he will cover:

    - Low inflation and interest rates. Rising risk and falling returns and whether a cautious approach to investment can still work.
    - QE in Europe - is it too late?
    - The US; having both a premium price and a premium market
    - What really matters when managing risk - the shift of focus from volatility to drawdown
    - Multi-Asset ideally placed - opportunities for alpha at time of geopolitical risk
  • Equity market volatility will increase in 2015.....Why?

    How should a global fund be positioned to withstand this unpredictable time?

    Achieving consistent outperformance remains a challenge for anyone to deliver, but investors who can endure the rollercoaster ride should benefit from higher returns.

    On Thursday 29 January at 11am, fund manager James Thomson will discuss how his Global Opportunities Fund is positioned for the months ahead, the sectors he currently favours and those he'll be avoiding. Hear it first by joining James in this live webinar.

    Put your questions to James in advance or during the call using 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
  • The global economic weakness hinted at by the oil price caused anxiety for investors in late 2014 – growth is slowing in China, which is impacting on its neighbours; the eurozone remains weak; and Japan is still struggling. This is now affecting countries with stronger growth such as the US and UK – there is a tension between the ‘Goldilocks’ scenario (where growth is neither too hot to need interest rate increases nor too cold) and a deflationary spiral that will destroy growth.

    Register now to join Julian Chillingworth, CIO of Rathbone Unit Trust Management, in our opening webcast on Tuesday 21 January at 11am, as he discusses where our growth opportunities lie, and the key issues that will shape our investment strategy.

    Put your questions to Julian in advance or during the call using 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.
  • In its tenth year, under Fund Manager Bryn Jones, the fund continues to return top quartile performance over 1, 3 and 5 years (Source Financial Express to 31.10.2014)*. This recurring growth story has delivered high yield while managing capital preservation.

    Social Bonds are a strong theme within the portfolio, and the manager has been recently adding good quality issues following strong inflows to the fund. Duration has been recently reduced, and the current positioning of the fund is in anticipation of rate rises next spring/summer.

    For more on how the manager’s strategy is shaping in coming months for the close of 2014 into the New Year register for our webcast. Put your questions to Bryn in advance or during the call using 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
  • As the Rathbone Blue Chip Income and Growth Fund reaches it’s 25th anniversary, the fund proudly boasts a strong track record of delivering superior risk-adjusted returns and a growing income stream.

    We invite you to join fund managers; Julian Chillingworth and Alan Dobbie on Tuesday the 25th of November at 11:00am, your opportunity to hear how the fund has delivered an impressive 2.6% in the year to date vs. the FTSE All Share which has returned -0.1% (at 31 October 2014). Find out which businesses and themes the fund team are seeking out to maintain this consistent year on year growth.

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