Name: Rathbone Heritage Fund
Start: 2017-03-01T11:00:00Z
End: 2017-03-01T11:00:30.000Z
Location: BrightTALK
Rating: 1

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.

Join Bryn Jones, Head of Fixed Income, for his upcoming webinar on Tuesday 25 November at 10am.

Fixed Income Webinar

Join Will Mcintosh-Whyte, Fund Manager of the Rathbone Multi-Asset Portfolios, for his next webcast on Wednesday 15 October at 10.00 am - 11.00am.

Topics to be covered: 
- Mixed Signals: weaker jobs, stronger growth. Will the FED lean into rate cuts? 
- Big tech boom: is there any other game in town?
- Portfolio performance and positioning

Rathbones Asset Management Multi-Asset Webinar

Overseas investors are buying UK equities again. It helped the FTSE All-Share outperform the S&P 500, the Nasdaq and the Euro Stoxx 600 year to date. What do foreigners see that domestic investors don’t? And what are they ignoring? 
 
With global equities regaining previous peak multiples despite a tariff war, real wars and a central bank tug of war, it’s no wonder investors are looking for assets with safety-cushion valuations. UK equities provide just that, but what are the names that global investors, with a world of choice, would pick?
 
Join Alexandra Jackson, manager of the fund, to hear more.

Rathbone UK Opportunities Webcast

With global trade tensions fuelling asset market volatility and growing scepticism around the long-standing narrative of American exceptionalism, the first few months of 2025 have been anything but quiet. Are investors now looking beyond US markets in search of resilient opportunities? Will this shift reshape global asset allocation strategies? What role will the UK equity market play in this changing world? 

Join Alan Dobbie and Carl Stick, managers of the Rathbone Income Fund, as they share how their disciplined approach has delivered first-quartile, market-beating returns so far in 2025—and what they believe lies ahead for income-focused investors.

Rathbone Income Fund Webcast

Join David Coombs, head of multi-asset investments at Rathbones Asset Management, for his next webcast on Wednesday 14 May at 10.00 am.

He will provide an update on the funds and discuss:

- Tariff Trauma: where do we go from here?  
- Taking the brakes off: is Europe finally having its moment?
- Portfolio performance and positioning

Rathbones Asset Management Multi-Asset Webcast

Bryn Jones, Head of Fixed Income, is delighted to invite you to his latest webcast. After a period of volatility in risk markets, Bryn will give his views on the outlook for rates and credit markets and will discuss how the Washington whack-a-mole politics are creating very short-term volatility.

Bryn will also cover how he’s managing corporate bond exposures and duration and avoiding overreacting to a very noisy market.

Rathbone Ethical Bond Fund Webcast

We are delighted to invite you to our upcoming webcast with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios.

He will provide an update on the funds and discuss:

- Why the UK government should fear the bond markets
- Trump 2.0: the executive order blitz
- Positioning portfolios in an unpredictable world

Bryn Jones, Head of Fixed Income, is delighted to invite you to his latest webcast, on Tuesday 3 December at 10.00am, to celebrate his 20-Year Anniversary at Rathbones Asset Management.

Bryn will discuss how he’s gained invaluable insights by marrying art with science during his decades of investment experience. He will also cover:

- How does today's market compare with 2008?
- Active vs passive over the last decade
- Greenium – debunking the myths

You can put your questions to Bryn during the webcast using the 'questions' tab at the top of the video screen.

If you are unable to join us live, a recording will be available after the webcast.

Bryn Jones 20 Year Anniversary Webcast 3 December 2024

We are delighted to invite you to our upcoming webcast with David Coombs, Head of Multi-Asset Investments.

He will provide an update on the funds and discuss:

- Impacts of Fed rate cuts on strategy
- UK equities – value or trap?
- Kamala – should we be worried?

Rathbones Asset Management are delighted to invite you to our upcoming webcast with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios.

He will provide an update on the funds and discuss: 
- Snap election season: if the UK and France vote for a change, will things actually change?
- The great wait for US rate cuts – will it be 2025? 
- Rich get richer, the poor get poorer; are high rates fuelling a two-speed economy?

You can put your questions to Will during the webcast using the 'questions' tab at the top of the screen.

We are delighted to invite you to join Alexandra Jackson, fund manager of Rathbone UK Opportunities Fund and James Thomson, fund manager of Rathbone Global Opportunities Fund as they discuss the opportunities in global and UK equities. 

Since the pandemic, markets have gone through an unpredictable cycle, with 2023 being the perfect example. Central banks were on one of their most aggressive rate hiking cycles in history and almost every economist set the stage for 2023 to be a year we would all rather forget. However, for those made of sterner stuff, equity markets delivered strong returns for investors. As we moved through the year and into 2024, it became apparent that markets may be returning to favour the hunting ground of the stock picker. With rates likely to remain higher for longer we are unlikely to see a situation where rising tides lift all boats, instead investors will have to choose companies with the ability to deliver strong returns based on the quality of the company.

Alexandra and James will address some the most pressing questions investors have today and will discuss what they consider to be some of the star quality companies available, ranging from household names to companies flying under- the- radar as leaders in their field.

You can put your questions to James and Alexandra during the webinar using the 'questions' tab at the top of the video screen.

Rathbones Asset Management - World of Opportunities Webinar

Catalysts for the UK market and the Rathbone Income Fund 

It is a question that we and most investment houses have revisited time and time again for the best part of a decade, what is the catalyst for the resurgence of the UK market? 

Disinflation, deeper and quicker rate cuts, M&A, share buybacks, foreign investor interest and political leadership on both sides looking to re-build relationships with the EU, the possible catalysts now make up a healthy list. We are therefore delighted to invite you to an online presentation with fund managers of the Rathbone Income Fund, Carl Stick and Alan Dobbie, as we explore the multitude of potential sparks that could relight the fire within the UK market. 

We will also provide an update on the fund, looking at recent performance, how the strategy is currently positioned and most importantly, the solutions we think we can offer to your clients. We’re all living longer and our working lives are becoming ever more fluid. Does the unloved UK equity income space offer a way of being more financially prepared for whatever our extended futures may hold?

Rathbone Income Fund Webinar May 2024

We are delighted to invite you to our upcoming webcast with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios.

He will provide an update on the funds and discuss: 

- Bonds and whether they are the most attractive they have ever been, plus how the multi-asset team hold a higher number of bonds than ever before

- The US election, whether it will be another Biden/Trump race, and what that means for the funds and markets in general?

- Exposure to technology and how it is not all about the 'Magnificent 7'

You can put your questions to Will during the call using the 'questions' tab at the top of the video screen.
 
If you are unable to join us live, a recording will be available after the call.

We are delighted to invite you to our upcoming webcast with Bryn Jones, Head of Fixed Income and Stuart Chilvers, Fund Manager, to introduce the launch of the Rathbone Greenbank Global Sustainable Bond Fund.
 
The fund is an exciting and natural addition to the multi-award winning Fixed Income fund range which includes Rathbone Ethical Bond Fund, which Bryn and the team have managed for the past two decades. The sustainable global bond fund, will sit within the IA £ strategic bond sector and is backed by the expertise of Greenbank. Greenbank is the ethical, sustainable and impact investment unit and have been at the forefront of ESI Investments for over 25 years. 
 
Join us on Tuesday 5th December at 10.00am as Bryn and Stuart discuss:
- Why we launched the Rathbone Greenbank Global Sustainable Bond Fund
- Greenbank’s sustainability process and themes 
- Portfolio construction 
 
You can put your questions to Bryn and Stuart during the webcast using the 'questions' tab at the bottom of the video screen.
 
If you are unable to join us live, a recording will be available 'on demand' after the webcast.

Launch event: Rathbone Greenbank Global Sustainable Bond Fund

Join James Thomson on his 20-year anniversary as lead manager for the Rathbone Global Opportunities Fund, the number 1 ranked fund in the IA Global Sector over this time period. 

Taking over management of the strategy in the years succeeding the dot-com bubble; navigating the fund through the most notable global financial crisis in a century; ensuring the fund benefitted in a 0% interest rate environment that paved the way for a decade of growth stock dominance; and more recently, proving the worth of active management amidst a global pandemic, devastating international conflict, rapid rises in inflation and the subsequent impact on interest rates. James has certainly seen it all, or has he?

James will discuss:
- how the last 20 years have shaped his process;
- the Rathbone Global Opportunities Fund’s current positioning;
- and where he sees the fund and wider markets in the years to come

If you are unable to join us live, a recording will be available 'on demand' after the webinar.

James Thomson and 20 years of the Rathbone Global Opportunities Fund

Head of multi-asset investments, David Coombs, will give an update on the funds and discuss some of the topics that are front of mind, including:
- New love for gilts
- Fast food
- Distressed assets

You can put your questions to David during the call using the 'questions' tab at the bottom of the video screen.

If you are unable to join us live, a recording will be available 'on demand' after the call.

Rathbone Multi-Asset investment update - October 2023

David Harrison, manager of the Rathbone Greenbank Global Sustainability Fund, will discuss the evolution and growth in sustainability investing in the past five years. David will also discuss some of the most compelling themes for the long-term and how the fund is positioned to benefit from areas such industrial digitisation, the global energy transition and sustained investment in the water space. 

You can put your questions to David during the call using the 'questions' tab at the top of the video screen.

5 years on, 5 sustainability themes for the long-term

Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios, will give an update on the funds, discuss if this is the most anticipated recession in history and if US legislation designed to improve competitiveness and drive innovation is setting the stage for a manufacturing boom.

You can put your questions to Will during the call using the 'questions' tab at the top of the video screen.

Rathbone Multi-Asset investment update: Everyone bearish all at once - May 2023

The Rathbone Heritage Fund - Outlook and approach with Carl Stick, Elizabeth Davis and David Harrison 

Fund Managers, Carl Stick, Elizabeth Davis and David Harrison will give an introduction to the Rathbone Heritage Fund, highlighting the key differentiators and the investment process. They will also provide a detailed update on the fund in the current market environment, highlighting the performance, and where we are today. 

Put your questions to the team 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.

Rathbone Heritage Fund

Rathbone

Heritage

fund

Rathbones

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Rathbone Heritage Fund

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