Please join Citywire rated Fund Manager Carl Stick on Tuesday 18 October, at 11am for our live webcast.
Carl will discuss performance of the Rathbone Income fund in the past quarter and year to date, and comment about the outlook for the remainder of the year and beyond. He will also make some brief remarks about the team dynamic, and how the process continues to evolve to deal with the challenges that lie ahead.
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 are unable to join us at 11am.
RecordedOct 18 201639 mins
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Co-Fund Manager of the Rathbone Multi-Asset Portfolios fund range Will McIntosh-Whyte will discuss fund performance and:
- are the odds on “hiding Joe Biden” misguiding?
- could a stealth bull market in the US catch out passive investors?
- will a vaccine bring zombie companies back to life?
David will be discussing the speed of the recovery now underway in most countries (ex UK) and outlining his thoughts on whether nesting and the return of the family meal are signs of structural change in consumer demand or just red herrings.
Global markets have rallied hard since the March lows, as lockdowns have started to eased, and second waves have so far not materialised. The UK stock market has not benefited from the same renewed confidence, furthermore UKSmall & Mid cap stocks continue to trail the global bounce back.
Please join Alexandra Jackson, manager of the Rathbone UK Opportunities Fund, to discuss these topics, as well as Why has the UK underperformed? Where does this leave valuations? And whether we can still hide in ‘expensive defensives’ in a live web-cast. She will also explore the drivers of the fund’s outperformance so far this year, and look at positioning for the next phase.
David Coombs, head of multi-asset investments will be outlining his latest views on the speed of lockdown exits around the world and the impact this is having on strategy. He will also provide an update on latest portfolio changes.
Please join Bryn Jones, Rathbones Head of Fixed Income and Noelle Cazalis, lead fund manager of the Rathbone High Quality Bond Fund for a webcast update. They will discuss our fixed income funds, how the various strategies have navigated the current economic environment, positioning - including the addition of selective risk assets, as well as recent performance and market outlook.
Please join Carl Stick and Alan Dobbie for a timely and insightful update on the Rathbone Income Fund, where they will share and explain their thoughts on portfolio construction, especially in light of some of the less obvious risks in today’s market. They will also discuss some of the new names that have been introduced into the fund, as they look to re-invest some of the war-chest they accumulated during the first quarter.
James Thomson, lead manager of the Rathbone Global Opportunities Fund will discuss the:
- Policy and liquidity drivers of a ‘V’ shaped stock market recovery
- Corona winners and losers in the fund
- Changes made to the portfolio
- Impact of a second wave of the virus and
- Investment themes that have been supercharged by the crisis…which investors can’t afford to miss
You can put your questions to James in advance or during the call using the 'questions' tab at the top of the video screen.
Covid-19. Need we say more? The situation we are in is not simply unprecedented, it is extraordinary. Yet despite these circumstances David Harrison, manager of the Rathbone Global Sustainability Fund has managed produce a return strong relative performance during the first quarter of 2020.
In this update, David will provide his expert view to the current economic climate, his fund performance and positioning, and his strategy looking forward.
Whilst these times are uncharted, David will explain how his fundamental belief that companies with strong sustainable credentials in the long term are likely to be better placed companies than those with siloed short-term views
You can put your questions to David in advance or during the call using the 'questions' tab at the top of the video screen.
Please join David Coombs, Rathbones head of multi-asset investments, and lead manager on the Rathbone Strategic Growth Portfolio, as well as the other strategies within the multi-asset range. David will be providing an update on portfolios, including latest positioning, trading and views given the very latest news in respect of COVID-19.
With the continued COVID-19 lockdown and global market developments, we would be delighted for you to join Bryn Jones, head of fixed income and lead manager on the Rathbone Ethical & Strategic Bond Funds, and assistant manager on the Rathbone High Quality Bond Fund for a more informal, but timely webcast. During the webcast Bryn will be discussing the portfolios current positioning, outlook for the fixed income market, current thinking and positioning within our three fixed income mandates.
Join Stephen Bennett, Investment Director at Rathbones, as he discusses how in these unprecedented times, Rathbones is facing these challenges and maintaining the benefits found within discretionary fund management portfolios.
In our on demand webcast, Stephen will discuss the following areas
— How Rathbones framework mitigates against risk in turbulent market conditions
— How the value of our DFM approach allow us to:
Communicate effectively with advisers and clients
Discussions around client liquidity requirements
Discussions surrounding client risk appetite
— Future thoughts on portfolio construction – highlighting increasing role of US equities
In this update, Carl Stick will review a tumultuous quarter in global markets. He will discuss the latest dividend news, and explain how he and co-manager Alan Dobbie will deal with the challenges, and grasp the opportunities, over the next few months.
In light of continued volatility across most asset classes David Coombs, head of multi-asset investments will outline his current approach to protecting the portfolios but also explain his strategy for the recovery.
In light of the recent and ongoing market events, we would be delighted for you to join Bryn Jones, head of fixed income and lead manager on the Rathbone Ethical Bond Fund and Rathbone Strategic Bond Fund, and assistant on the Rathbone High Quality Bond Fund for a more informal, but timely webcast on Friday 27 March at 10:30am.
During the webcast Bryn will give his current thinking, outlook and positioning on the fixed income market, as well as discussing some of the strategies currently being deployed within our three fixed income mandates.
Please take this opportunity to join James Thomson, manager of the Rathbone Global Opportunities Fund on Thursday 26 March, at 11:00am. James will be hosting a webcast with slides to discuss the performance and positioning of the Rathbone Global Opportunities Fund. While no equity fund can avoid the upcoming recession, this global fund has some helpful defensive buffers and James will highlight some roads to a dramatic recovery in the months ahead.