Rathbone Multi Asset Portfolios

With all the noise in the US markets dominated by the big 5 FAANG stocks; what is happening in the rest of the market and how is the rest of the US economy performing? The FAANG stocks have become significant weightings in the US indices and been a big driver of the positive returns posted this year to date. However there is life elsewhere in the US.

David Coombs, Head of Multi-Asset at Rathbones will highlight the other areas that are seeing good growth that are below the radar; also covering how he is positioning his Multi-Asset funds to maximise these growth areas.

You can put your questions to David in advance or during the call using the ‘questions’ tab at the top of the video screen.

James Thomson, manager of the Rathbone Global Opportunities fund will discuss the drivers of top quartile performance in 2018* including the zero exposure to emerging markets, declining UK and overweight US, tech and defensive growth. He will also address the vulnerabilities of his strategy and highest conviction themes.

*Source: Data Source: Financial Express as at 31/07/2018

The US President has spent most of the year sending ill-advised tweets from the back of the classroom, but his boisterous optimism and background deregulation has pushed the US market to new highs. His politics may be questionable, but it’s businesses we focus on. Join assistant fund manager Will McIntosh-Whyte as he assesses the economic prospects as the mid-term elections approach, and runs through a report card of what has worked for the funds and what hasn’t.

Assistant fund manager Will McIntosh-Whyte discusses how the multi-asset team remain vigilant in positioning the funds in the face of the ongoing saga that is Brexit

Will looks at the implications of recent developments in Italian politics, and discusses how the multi-asset funds are positioned.

Global investors are as pessimistic about the UK as they were during the financial crisis. But with exploding M&A, appealing valuations and plenty of growth, can we really afford to ignore the UK market anymore?

Take this opportunity to join Alexandra Jackson, manager of the Rathbone UK Opportunities Fund, to explore the outlook for the UK market and how the fund is positioned.

Will looks at China’s One Belt One Road initiative. Is this is Chinese solution to global economic blues? Hear how the multi-asset strategies are allocating to the region.

Join fund managers Elizabeth Davis and David Harrison on Thursday 26 April, at 11am. Hear what sets this global, unconstrained fund apart, as the management team discuss their approach to managing the Rathbone Heritage Fund, five years on.

Find out where it could fit into your clients’ portfolios, in the current market environment, how it is positioned, and their strategy for 2018.

If you believe everything you read, Amazon pays no taxes, YouTube advertises terrorism, Facebook hands out our data to the highest bidder and Apple is tracking our every move. Will considers the folly of investing in acronyms and whether this is the start of a technology backlash. Take this opportunity to hear how the strategies are positioned as developments unfold.

Take this opportunity to join Bryn Jones, Rathbones Head of Fixed Income and Fund Manager of the Rathbone Ethical Bond Fund and Rathbone Strategic Bond Fund, on 21 March at 2:30pm for our live webcast.

Bryn will provide a Fixed Income market update and discuss how recent events are influencing decision making for his investment strategies.

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 are unable to join us at 2:30pm.

Join our series of monthly updates with Assistant Fund Manager, Will McIntosh-Whyte.

Will focuses on the current turbulence in markets with a particular emphasis on Trump's protectionism policies. Take this opportunity to hear how the strategies are positioned as developments unfold.

Given how valuations are high across all sectors, in addition to recent rising bond yields, David Coombs - Rathbones Head of Multi Asset Investments will be giving us an update. Outlining his strategy in this difficult environment.

This is the second in a series of monthly updates we will bring to you during 2018 with Assistant Fund Manager Will McIntosh-Whyte.

Will shares his views on the global economy and the implications for the Rathbone Multi-Asset portfolios through this year. Take this opportunity to hear how the strategies are positioned as developments unfold

Please join Fund Manager Carl Stick on Wednesday the 24th January at 11am for our live webcast.

Carl will review performance of the Rathbone Income Fund in 2017. He will also discuss the strategy and positioning of the fund looking ahead into 2018 and consider where opportunities for long term performance may be found in the current landscape.

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.

This is the first in a series of monthly updates we will bring to you during 2018 with Assistant Fund Manager Will McIntosh-Whyte.

Will shares his views on the global economy and the implications for the Rathbone Multi-Asset portfolios through this year. Take this opportunity to hear how the strategies are positioned as developments unfold

Take this opportunity to join James Thomson, fund manager of the Rathbone Global Opportunities Fund on Tuesday 16 January at 11am for our live webcast.

The focus on growth stocks and stock picking in the US and Europe generated a 20% return in 2017. James will discuss drivers of performance and how this ‘all-weather’ portfolio is positioned for a stormier 2018.

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 are unable to join us at 11am.

With unemployment at a multi-decade low and a slowing UK economy, should investors be focussing on volatility as we move into 2018?

Please join Julian Chillingworth on 9th January at 11am to explore our house views for 2018 against a backdrop of unprecedented uncertainty. Julian will be examine the importance of China for global investors, high valuations in the technology space, and what’s next for commercial property.

Add the event to your calendar and 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 are unable to join us at 11am.

Take this opportunity to join Alexandra Jackson, fund manager of the Rathbone UK Opportunities Fund on 16 November at 11am for our live webcast.

Alexandra will discuss where the current opportunities are in the UK market, how she is positioned given Brexit uncertainty and why you shouldn’t ignore UK smid caps right now.

Put your questions to Alexandra 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.

Please join Fund Manager Carl Stick on Thursday 12th October at 11am for our live webcast.

Carl will review performance over what has been a challenging summer, and will look ahead at prospects for the Fund as we approach the end of the year.

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.