Name: Rathbone Investment Management - The benefits of a bespoke portfolio
Start: 2020-04-15T10:30:00Z
End: 2020-04-15T10:30:21.000Z
Location: BrightTALK
Rating: 5

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.

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

Rathbones head of fixed income Bryn Jones, alongside fund manager Stuart Chilvers will be providing an overview of their current outlook for fixed income markets, as well as an update on the Rathbones fixed income fund range. During the seminar, the managers will take a close look at fixed income markets and the unprecedented opportunities currently on offer across the asset class, that make it impossible to ignore.
 
The team will also provide an update on the Rathbone Ethical Bond Fund, cover recent changes made to the Rathbone Strategic Bond Fund that aim to enhance precision and reduce cost and finally, look into how the Rathbone High Quality Bond Fund can offer a highly defensive, cash alternative option within portfolios.

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

The value of investments and the income from them may go down as well as up and you may not get back your original investment. Past performance should not  be seen as an indication of future performance.

Rathbone Fixed Income fund manager update

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:

- The impact of disinflation
- Navigating recessions
- China – bull case back?

You can put your questions to David 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 'on demand' after the call.

Rathbone Multi-Asset investment update - February 2023

Fund Manager Will McIntosh-Whyte, Rathbone Multi-Asset Portfolios and Rathbone Greenbank Multi-Asset Portfolios, will give an update on the funds and discuss some of the topics that are front of mind, including:

- UK: the mini budget that could (turn us into an Emerging Market?)
- Inflation: a new paradigm? Or countdown to deflation?
- Bond yields: getting real
- Earnings: time for a reality check?

You can put your questions to Will in advance or 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 'on demand' after the call.

Rathbone Multi-Asset investment update - October 2022

In the final webcast before the summer holiday season, David Coombs, head of multi-asset investments and Will McIntosh-Whyte, fund manager, will be providing a multi-asset team update covering:

- Is recession in the US now a foregone conclusion?
- Will the US Federal Reserve need to cut rates in 2023?
- Are cyclicals a help or hindrance in the current inflationary environment?
- Are consumer staples the best form of defence in a slowing economy?
- How the team are approaching managing the portfolios in this volatile market.


You can put your questions to David and Will in advance or 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 'on demand' after the call. 

Register to join.

Rathbones multi-asset investment update - July 2022

Join David Coombs, head of multi-asset investments at Rathbones, where he will touch upon the funds performance, positioning and discuss some of the topics that are front of mind, including:

- Russian's invasion of Ukraine and its impact on world economies
- What next for inflation?
- Portfolio positioning and latest update on the funds


Please note these updates now run quarterly, with the next one for our Rathbone Greenbank Multi-Asset Portfolio's scheduled for July 2022.

You can put your questions to David in advance or 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 'on demand' after the call.

Rathbone Multi-Asset Portfolios fund update - April 2022

Fund Manager Will McIntosh-Whyte, Rathbone Greenbank Multi-Asset Portfolios, will be setting out his outlook for 2022; he begins the year with an update on the funds, and covers the latest topics front of mind, including:

- Winter of discontent: a tsunami of Omicron? What does this mean for investors?
- Taper tangle: the FED is in a tough spot - how are growth stocks likely to fare? 
- New Year cheer: despite the gloom, there are plenty of exciting sustainable investment opportunities. 

You can put your questions to Will in advance or 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 'on demand' after the call.

Rathbone Greenbank Multi-Asset Portfolios fund update - January 2022

Will McIntosh-Whyte, Multi-asset fund manager, will present on protecting multi-asset portfolios in a lower yield environment, and what tools are available for sustainable portfolios

Protection: a price worth paying

Join David Coombs, head of multi-asset investments at Rathbones, where he will give an update on the funds performance and discuss some of the topics that are front of mind, including:

- UK energy crisis – what are the medium term effects?
- Technology valuations – are they extreme yet?
- Is Amazon becoming complacent?

Please note these updates now run quarterly, with the next one scheduled for January 2022.

You can put your questions to David in advance or 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 'on demand' after the call.

Rathbone Multi-Asset Portfolios fund update - October 2021

Fund Manager Will McIntosh-Whyte, Rathbone Greenbank Multi-Asset Portfolios, will give a fund update and discuss some of the topics that are front of mind, including:

- Losing the (dot) plot: US inflation at 5%. 10 year yields back below 1.5%. What is going on?!
- Vaccines, variants and v-shaped recoveries: plotting a path through uncertainty.
- Green is good: sustainable companies with sustainable cashflows.

You can put your questions to Will in advance or 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 'on demand' after the call.

Rathbone Greenbank Multi-Asset Portfolios fund update - July 2021

Fund Manager Will McIntosh-Whyte, Rathbone Multi-Asset Portfolios, will cover fund performance and discuss some of the topics that are front of mind, including:

- Are rising commodity prices about to start impacting company earnings?
- A new 'Bidawn'? Is the new administration less centrist than it appears?
- ESG: set fair or excess wind?

You can put your questions to Will in advance or 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 'on demand' after the call.

Rathbone Multi-Asset Portfolios fund update - May 2021

David Coombs, head of multi asset investments, Rathbones, will be outlining his latest views on:

- the impact of the vaccine roll-out on asset allocation
- style rotations
- latest changes to strategy.

You can put your questions to David in advance or 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 'on demand' after the call.

Rathbone Multi-Asset Portfolios fund update - April 2021

Co-Fund Manager of the Rathbone Multi-Asset Portfolios, Will McIntosh-Whyte, will discuss fund performance and some of the topics that are front of mind, as we go deeper into 2021:

- With the great reopening in sight, is it normal service resumes? 
- Low bond yields; expensive put options. How do you protect portfolios in 2021? 
- Gaming Gamestop. How retail investors stung the hedge fund community.

You can put your questions to Will in advance or 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 'on demand' after the call.

Rathbone Multi-Asset Portfolios fund update - February 2021

David Coombs, head of multi asset investments, Rathbones, will be setting out his outlook for 2021, including thoughts on:

•	COVID reopening
•	Global Britain
•	Green New Deals

Rathbone Multi-Asset Portfolios fund update - January 2021

Co-Fund Manager of the Rathbone Multi-Asset Portfolios fund range Will McIntosh-Whyte will discuss fund performance and the following:

- Is there a sting in the tail of the US election?
- Miracle at Moderna and High Pfizer – vaccines ride to the rescue
- But which businesses really stand to benefit from this health crisis?

You can put your questions to Will in advance or 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 'on demand' after the call.

Rathbone Multi-Asset Portfolios fund update - December 2020

David  Coombs, head of multi asset investments, Rathbone funds, will update his audience following the outcome of the forthcoming US election. Additionally David will discuss

•	His initial thoughts on US election result
•	Any changes to strategy, and an
•	Update on his approach to Brexit

Rathbone Multi-Asset Portfolios fund update - US election special

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.

James Thomson - Global Opportunities Fund

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

Rathbone Investment Management - The benefits of a bespoke portfolio

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Rathbone Investment Management - The benefits of a bespoke portfolio

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