Rathbone Recovery Fund

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.

Please join Fund Manager Carl Stick on Tuesday 24 January at 3pm for our live webcast.

Carl will talk about the performance of the Rathbone Income Fund in 2016, and will discuss his strategy looking ahead into 2017. With both Brexit and a Trump presidency coming to pass, how will Carl position the fund in what will be a challenging twelve months?

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 3pm.

As politics continue to be the key driver of uncertainty and risk in 2017, David Coombs, Fund Manager and Head of Multi-Asset Investments at Rathbones discusses the anomalies and opportunities that active managers can exploit, both in stock selection and asset allocation.

Join us on Tuesday 24th January at 11am as David Coombs talks about the likelihood of inflation in the UK, Trumponomics and the impact of divergent monetary policy.

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.

Please join Fund Manager James Thomson on Thursday 19 January, at 11am for our live webcast.

James Thomson will provide a roundup of the drivers of the Fund performance in 2016 and will discuss the new risks and opportunities that we are likely to face in the months ahead.

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.

Don’t stop thinking about tomorrow

Stock markets emerged unscathed from the shock of the EU referendum result and the election of Donald Trump, but will investors be so sanguine in 2017?

On 12 January at 3pm, you can join Julian Chillingworth, CIO for Rathbones, to discuss our house views for 2017 amongst a backdrop of unprecedented uncertainty whilst remembering there are also reasons to be cheerful.

Put your questions to Julian 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 3pm.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.