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Rathbone Recovery Fund

Take this opportunity to join Marina Bond in this live event to discuss how the portfolio is currently positioned. Highlighting some of the key themes in the strategy, and why stockpicking will be key throughout the year
Recorded Jan 31 2012 31 mins
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Presented by
Marina Bond
Presentation preview: Rathbone Recovery Fund

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  • Rathbone Recovery Fund Recorded: Nov 24 2016 29 mins
    Alexandra Jackson (Fund Manager) and Joanne Rands (Fund Manager)
    Brexit + UK mid caps = opportunity, or risk?

    Faced with weaker growth and stronger inflation, how will domestic mid caps fare? How do we identify the right names for this uncertain environment? Join the co-managers of the Rathbone Recovery Fund, Alexandra Jackson and Joanne Rands, to discuss the impact of Brexit on the UK mid cap space.

    Put your questions to Alexandra and Joanne 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 Blue Chip Income and Growth Fund Recorded: Nov 15 2016 41 mins
    Alan Dobbie, Fund Manager
    Please join Alan Dobbie, manager of the Rathbone Blue Chip Income and Growth Fund, on Tuesday 15th November at 11am for our live webcast.

    The fund has performed well over recent years, delivering first quartile returns over 3 and 5 years. Alan will discuss some of the drivers of this performance, as well as addressing whether the recent rise in bond yields and inflation expectations marks an important inflection point for equity market sector and stock leadership.

    Put your questions to Alan 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.
  • Rathbones Live: US Presidential Election Results Recorded: Nov 9 2016 26 mins
    Julian Chillingworth, CIO, Edward Smith, Asset Allocation Strategist
    The race for US presidency draws to a close and the American electorate will have chosen the new leader to run their country for the next four years.

    The months leading up to the day has gripped the nation and the impact felt across the global markets. You will be joined by Julian Chillingworth, Chief Investment Officer and Edward Smith, Asset Allocation Strategist who will be discussing the US election results and the implications for investors and global markets across different asset classes.

    Events will continue to unfold and we will be keeping a close eye on them. Put your questions to our commentators 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 2pm.
  • Rathbone fixed income funds update Recorded: Oct 27 2016 35 mins
    Bryn Jones, Fund Manager
    Please join Bryn Jones, head of fixed income and fund manager of the Rathbone Ethical Bond Fund and Rathbone Strategic Bond Fund on Thursday 27 October at 11am for our live webcast.

    Bryn will give an update on recent performance and how the funds have been positioned for the recent rise in yields.

    In the Rathbone Ethical Bond Fund, Bryn has been overweight UK subordinated financial names; looking for higher yielding bonds from companies with strong balance sheets, to limit negative impacts from higher US interest rates (that pushes up the baseline for worldwide bond yields). In the Rathbone Strategic Bond Fund, Bryn will highlight how the fund has benefited from low duration, emerging markets and overseas currency exposures.

    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 unable to join us at 11am.
  • Rathbone Income Fund Recorded: Oct 18 2016 39 mins
    Carl Stick, Fund Manager
    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.
  • Rathbone Global Opportunities Fund Recorded: Sep 15 2016 29 mins
    James Thomson, Fund Manager
    Year to date the Rathbone Global Opportunities Fund has returned 13.7% (as at 30.08.16), but the backdrop to this year’s gains remain puzzling. Investor sentiment is at four-year lows and economic data surprise is pushing multi-year highs. Holders and watchers of the fund are welcome to join James for an update on the fund, and particularly to hear why, for the first time in a decade, the fund has invested into the banking sector.

    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.
  • Brexit - the aftermath Recorded: Jul 12 2016 40 mins
    Julian Chillingworth, (CIO) and Edward Smith (Asset Allocation Strategist)
    The shock outcome of the EU referendum – and its political consequences – changed the landscape of UK markets overnight. Waves of panic washed over global equity markets following the shock Brexit result. But recovery has been swift – for now at least. We are now faced with a situation, desperately seeking out for someone to take hold as Britain prepares to leave the European Union.

    In the months ahead, markets will continue to be buffeted by politics and economic uncertainty. While financial markets come to terms with the consequences for the UK economy, as well as the wider EU and global implications, we highlight here some key issues for investors. Investors looking for opportunity should consider the probability of recession, and monitor how that might evolve. That’s certainly what we’ll be doing and discussing how best to proceed.

    Join Rathbones CIO, Julian Chillingworth and our Asset Allocation Strategist Edward Smith on Tuesday 12 July. Put your questions to our experts in advance, or during the call using the ‘rate this’ 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 3.30pm.
  • Rathbone Multi-Asset Portfolios Recorded: Jul 7 2016 39 mins
    David Coombs, Fund Manager and Head of Multi-Asset Investments
    As the impact of Britain leaving the European Union continues to clarify, David Coombs, Fund Manager and Head of Multi-Asset Investments at Rathbones discusses the potential issues that are likely to affect us in the months ahead. The recovering oil price will also be brought into focus, as will the struggling Eurozone economy.

    Join us on Thursday 7th July, at 11am as David Coombs talks politics on both sides of the pond in a world where the possibility of Trump becoming President becomes reality in the US presidential race.

    The Rathbone Multi Asset Portfolios have been designed for advisers seeking to generate a level of return within defined levels of risk for clients. This approach differs from most multi-asset products, which seek to maximise returns against their peers rather than being managed to a client-led volatility expectation.

    Put your questions to David in advance or during the call using the ‘rate this’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am.
  • Rathbone Recovery Fund Recorded: Apr 19 2016 33 mins
    Joanne Rands
    With investors facing another year of uncertainty, equity market volatility is likely to remain high. Register to join Joanne Rands, manager of the Rathbone Recovery Fund, on Tuesday 19th April to discuss how the team remain focused on identifying genuine recovery names and how such volatility can provide fantastic opportunities to invest in holdings with more attractive valuations.
  • Rathbone Ethical Bond Fund Recorded: Mar 3 2016 27 mins
    Bryn Jones, Fund Manager
    Bryn Jones, head of fixed income and fund manager of the Rathbone Ethical Bond Fund and Rathbone Strategic Bond Fund will explain how the team is shaping through the recent bearishness, and focusing on generating yield for investors in the fund over the long term.

    Performance remains very strong on the Rathbone Ethical Bond Fund over the long term, benefiting from the philosophy of generating carry. Join Bryn on Thursday 3rd March, at 11am as he also discusses the benefits of extra alpha from the steepness of credit curves.

    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 unable to join us at 11am
  • Rathbone Income Fund Recorded: Feb 4 2016 32 mins
    Carl Stick, Fund Manager
    With the UK Equity Income sector continuing to dominate fund sales and investor discussion, join Citywire rated Fund Manager Carl Stick, on Thursday 4th February on our live webcast to discuss what next for this popular sector. Carl will examine how his risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream.

    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 unable to join us at 11am.
  • Rathbone Global Opportunities Fund Recorded: Jan 19 2016 36 mins
    James Thomson, Fund Manager
    Despite one of the best years in the Fund’s history, which has seen the fund deliver 16% over the 12 months to 31.12.2015 versus the sector at 3%, James still says he has “more buy ideas than space in the Fund” but he acknowledges risks on the horizon for his investing style and positioning. Join him for a candid discussion on January 19 to hear about the pitfalls and potential that is brewing for 2016.

    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 unable to join us at 11am.
  • Market and investment outlook for 2016 Recorded: Jan 13 2016 27 mins
    Julian Chillingworth, CIO
    Join Julian Chillingworth, CIO of Rathbones, in our opening webcast for 2016, as he discusses where our growth opportunities lie, and the key issues that will shape our investment strategy.

    While investors remain fixated on the path of interest rates, economic growth is an equally important driver of equity return variation – more specifically economic growth relative to expectations. The global growth outlook is much less certain than the direction of US interest rates, we believe it should track higher in 2016.
  • Rathbone Strategic Bond Fund Recorded: Nov 26 2015 24 mins
    Bryn Jones, Noelle Cazalis
    Will you be joining Fund Manager, Bryn Jones and Credit Analyst, Noelle Cazalis on Thursday 26th November?

    The current climate of low interest rates, low inflation and uncertain investor sentiment towards credit markets has created much debate around how clients’ portfolios should be positioned.

    Bryn Jones (manager of the Rathbone Strategic Bond Fund) and Noelle Cazalis (Credit Analyst), will explain how maintaining consistently low volatility has been key for clients seeking risk adjusted returns.

    Hear it first by joining Bryn and Noelle in this live webinar.
  • Rathbone Income Fund Recorded: Oct 6 2015 31 mins
    Carl Stick, Fund Manager
    The Rathbone Income Fund continues to deliver first quartile performance over one three and five years* and holds a longstanding position of top performing manager in the IA UK Equity Income Sector over the Fund Manager's tenure (1st January 2000).

    On Tuesday 6th October Carl will examine how his risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream. Also to be discussed is the current positioning of the fund and the manager’s outlook given the recent market volatility.
  • Rathbone Ethical Bond Fund and Strategic Bond Fund update Recorded: Sep 24 2015 22 mins
    Bryn Jones
    Bryn Jones, manager of the Rathbone Ethical Bond Fund and Rathbone Strategic Bond Fund will take investors through his current thinking on markets, his outlook for the rest of the year and beyond, and how the funds have performed through the recent bout of volatility.

    Performance remains very strong on the Rathbone Ethical Bond Fund, maintaining its number one spot in the sector over three years. The Rathbone Strategic Bond Fund is also doing what it said on the tin, and volatility remains one of the lowest in its sector. Its recent ascent in the rankings has confirmed our view of funds in the sector taking on too much risk.

    Source: Financial Express. Rathbone Ethical Bond Fund top performer against sector over 3 years as at 08/09/2015. Rathbone Strategic Bond Fund volatility compared to sector since fund launch (03/10/2015) to 07/09/2015.
  • Multi-Asset Strategic Income Fund "Designed to Last" Recorded: Sep 16 2015 36 mins
    David Coombs, Fund Manager and Head of Multi-Asset Investments, Rathbones
    During the presentation, David Coombs will discuss:

    1. Targeting income in a rising interest rate environment-- how do we avoid losses if yields rise?
    2. Rising liquidity risk in income producing asset classes-- what does this mean and how do I spot it?
    3. Achieving a consistently increasing income stream-- How to ensure your clients "pot" does not run out
    4. Avoiding income disappointment-- maintaining your client's lifestyle over the long term
  • Rathbone Global Opportunities Fund Recorded: Sep 15 2015 27 mins
    James Thomson
    Strong stock-picking and good opportunities continue to provide outperformance for all investors.

    There are strong indicators that the global recovery will continue for developed markets. Bearish sentiment seems overpowering at the moment but we believe that investors should remain in equities. We are confident that weak emerging markets or rate hikes will not derail the developed market recovery. The Manager maintains large exposure to US equities, mid-caps and some of the most exciting and innovative companies in the world. The fund is in the top quartile of performance over 1,3,5 and 10 years.

    Source: Financial Express. Data as at 01.09.2015

    Put your questions 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 unable to join us at 11am.
  • Rathbone Strategic Bond Fund Recorded: Jun 11 2015 23 mins
    Bryn Jones, Fund Manager
    The current climate of low interest rates, low inflation and uncertain investor sentiment towards credit markets has created much debate about how clients’ portfolios should be positioned.

    Bryn Jones, manager of the Strategic Bond Fund, explains how maintaining consistently low volatility has been key for clients seeking risk adjusted returns. The fund is currently ranked as the second lowest volatility versus its peer group, the IA Sterling Strategic Bond Sector.

    Source: Financial Express. Volatility shown is annualised standard deviation of weekly returns since the launch of the Rathbone Strategic Bond Fund, from 03.10.2011 to 26.05.2015

    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 unable to join us at 11am
  • Rathbone Recovery Fund Recorded: May 21 2015 26 mins
    Alexandra Jackson and Joanne Rands (Co-Fund Managers
    With the UK economic recovery seemingly well entrenched, what investment opportunities remain for a UK Recovery Fund?

    Alexandra Jackson and Jo Rands co-managers of the Rathbone Recovery Fund, since June 2014, still see plenty of potential recovery names to buy. The managers will discuss their investment approach to selecting attractive recovery stocks and how they reduce the chance of purchasing value traps.

    The Rathbone Recovery Fund, is a nimble all market cap fund, returning top quartile performance, year to date of 9.47%, as at 30 April 2015 (Source, Financial Express).

    Put your thoughts and questions to the managers 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 unable to join us at 11am
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  • Title: Rathbone Recovery Fund
  • Live at: Jan 31 2012 11:00 am
  • Presented by: Marina Bond
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