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James Thomson - Global Opportunities Fund

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.
Recorded Oct 30 2020 9 mins
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James Thomson
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  • Rathbone Multi-Asset Portfolios fund update - December 2020 Dec 3 2020 10:00 am UTC 60 mins
    Will McIntosh-Whyte
    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 - US election special Recorded: Nov 4 2020 39 mins
    David coombs
    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
  • James Thomson - Global Opportunities Fund Recorded: Oct 30 2020 9 mins
    James Thomson
    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.
  • Alan Dobbie - Income Fund Update Recorded: Oct 30 2020 9 mins
    Alan Dobbie
    Despite a challenging year, our Rathbone Income Fund has yielded 4%. Co-fund manager @Alan Dobbie explains why he is excited and optimistic about the future of UK companies.
  • Bryn Jones - Ethical Bond Fund Recorded: Oct 30 2020 5 mins
    Bryn Jones
    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.
  • Bryn Jones - Strategic Bond Fund Recorded: Oct 29 2020 5 mins
    Bryn Jones
    It has been a rough and tumble ride for markets in 2020. @Bryn Jones explains how our Rathbone Strategic Bond Fund is positioned to offer a safe-haven investment for investors.
  • Noelle Cazalis - High Quality Bond Fund Recorded: Oct 29 2020 10 mins
    Noelle Cazalis
    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.
  • Alexandra Jackson - UK Opportunities Fund Recorded: Oct 29 2020 9 mins
    Alexandra Jackson
    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.
  • David Harrison - Global Sustainability Fund Recorded: Oct 29 2020 13 mins
    David Harrison
    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.
  • Rathbone Multi-Asset Portfolios monthly fund update Recorded: Sep 30 2020 39 mins
    Will McIntosh-Whyte
    Co-Fund Manager of the Rathbone Multi-Asset Portfolios fund range Will McIntosh-Whyte will discuss fund performance and the following:

    - Have we just seen the peak of the tech bull market?
    - Boris tests the law as Britain’s COVID testing falls short
    - Crunch time approaches in the US, as the election odds narrow

    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 Recorded: Aug 5 2020 41 mins
    Will McIntosh-Whyte
    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?
  • Rathbone Multi Asset Portfolios - special update Recorded: Jun 24 2020 38 mins
    David Coombs
    A special webcast detailing new fund launches and an update on strategy

    David Coombs, Head of multi asset investments will discuss:

    • Introduce the new funds added to the multi-asset range
    • Outline his strategy moving into the second half of the year
    • Comment on changes to the portfolios since the last web cast
  • Rathbone Multi-Asset Portfolios update Recorded: Jun 10 2020 41 mins
    David Coombs
    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.
  • Rathbone UK Opportunities Fund update Recorded: Jun 4 2020 25 mins
    Alexandra Jackson
    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.
  • Rathbone Multi-Asset Portfolios update Recorded: May 27 2020 41 mins
    David Coombs
    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.
  • Rathbone fixed income webcast funds update Recorded: May 26 2020 14 mins
    Bryn Jones and Noelle Cazalis
    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.
  • Rathbone Income Fund update Recorded: May 19 2020 37 mins
    Carl Stick and Alan Dobbie
    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.
  • Rathbone Multi-Asset Portfolios update Recorded: May 13 2020 39 mins
    David Coombs
    David Coombs, head of multi-asset investments will update on strategy and will highlight his views on inflation vs deflation, recovery vs new lows and tech vs leisure.
  • Rathbone Global Opportunities Fund update Recorded: May 7 2020 42 mins
    James Thomson
    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.
  • Rathbone Global Sustainability Fund update Recorded: May 5 2020 29 mins
    David Harrison
    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.
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  • Title: James Thomson - Global Opportunities Fund
  • Live at: Oct 30 2020 11:00 am
  • Presented by: James Thomson
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