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.
RecordedApr 1 202045 mins
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The manager of the Rathbone Global Opportunities Fund @James Thomson, discusses the key drivers of his fund’s impressive performance this year. He also explains why he’s trading more than any other time in his 17 years at the helm.
The pandemic has driven many companies to cut their dividends, yet the income from bonds is fixed, leading more investors to buy fixed income funds. @Bryn Jones discusses where our Rathbone Ethical Bond Fund is finding income at good prices. He also explains how the fund is financing good work in the community as well.
The manager of the Rathbone High Quality Fund @Noelle Cazalis explains how her fund managed to keep its drawdowns very low during the pandemic sell-offs. If you’re looking for a safer source of yield, tune in to see if this fund would fit the bill.
UK companies have been overlooked by many investors recently, yet our Rathbone UK Opportunities Fund has been busy finding extraordinary businesses with strong profits and promising futures. Manager @Alexandra Jackson explains why she believes UK shares are due a comeback and how the businesses in which she invests make her excited about the future.
The manager of the Rathbone Global Sustainability Fund @David Harrison explores why quality sustainable companies have weathered the pandemic storm better than others so far in 2020, and why the only thing certain about the future is further uncertainty.
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.