Macro views and the Rathbone Blue Chip Income and Growth Fund

Julian Chillingworth, CIO and Fund Manager
Greek elections, demise of the Euro, Spain in crisis, further bank bailouts, risk on, risk off

With macro news dominating, where next for investment markets?

In this webcast Julian Chillingworth Rathbones CIO and Fund Manager of the Rathbone Blue Chip Income and Growth Fund will share his views on the issues facing investors today, before delivering an update on the positioning and performance of his fund.

If you would like to submit a question during the live event, please use the ‘questions’ tab at the top of the video screen at any point during the webcast.
Jun 28 2012
28 mins
Macro views and the Rathbone Blue Chip Income and Growth Fund
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  • Rathbone Global Opportunities Fund Recorded: Mar 27 2014 35 mins
    Rathbones are delighted to invite you to participate in the latest webcast with esteemed FE Alpha Manager James Thomson, Fund Manager on the award-winning Rathbone Global Opportunities Fund.

    Don’t miss out on hearing James’s update on his consistently top quartile performing fund over 6mths,1yr,3yrs 5yrs and Managers tenure. (Financial Express, as at 12th March 2014)
  • Blue Chip Income and Growth Fund Recorded: Mar 11 2014 31 mins
    Quality and value remain the fundamental considerations throughout the investment process, particularly in an environment characterised by continued volatility.

    The fund has delivered a 4% increase in its interim distribution for 2014. Join our Citywire rated investment managers Julian Chillingworth and Alan Dobbie at 11am on Tuesday 11th March to find out which businesses and themes the fund team are seeking out to maintain this consistent year on year growth.

    Put your questions to Julian and 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 unable to join us at 11am
  • Rathbone Multi Asset Portfolios Recorded: Feb 13 2014 34 mins
    Looking forward into 2014 with multi asset solutions

    Join David Coombs, Fund Manager of the award winning Rathbone Multi Asset Portfolios, in his live webcast on Thursday 13th February at 11.00am as he discusses the latest opportunities and how he and the team plan to position the funds to meet client expectations this year.

    Put your questions to David 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: Jan 30 2014 34 mins
    With one of the longest serving investment teams available within the UK Equity Income Sector, the Rathbone Income Fund continues to deliver market leading risk adjusted returns.

    Join us in our live webcast on Thursday 30th January at 11.00am to hear how Citywire rated fund manager, Carl Stick and his team are approaching 2014 and how their risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream.

    Put your thoughts and 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.
  • How will markets behave in 2014? Recorded: Jan 21 2014 25 mins
    Stock markets demonstrated their best performance since the 1990s and consumer confidence ended 2013 on a much higher note than it started. Looking ahead, equity valuations indicate there should be scope for sizeable returns to be had.

    The UK has seen sharp increases in growth forecasts for 2014, the Eurozone is likely to emerge from recession, and credit spreads are near 10 year lows.

    Register now to join Julian Chillingworth, CIO of Rathbone Unit Trust Management, in our opening webcast as he discusses where our growth opportunities lie, and the key issues that will shape our investment strategy.

    Put your questions to Julian 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 Blue Chip Income and Growth Fund Recorded: Nov 19 2013 29 mins
    There are several successful and well-managed funds in the UK Equity income space. The Fund Managers of the Rathbone Blue Chip Income and Growth Fund are among those who continually seek out large cap names, at opportune times to capture a growing dividend stream whilst maintaining risk adjusted returns. The fund outperforms its peer group average over 3 and 10 years (as at 31.10.2013).

    With confidence in the UK economy growing, and interest rates remaining low, join Citywire rated investment managers Julian Chillingworth and Alan Dobbie at 11am on Tuesday 19th November to hear why now is a good time to consider Rathbones income and capital growth strategy, with strong conviction and a strict philosophy and process centred on quality, value and risk.

    Put your questions to Julian and 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 unable to join us at 11am
  • Rathbone Global Opportunities Fund Recorded: Oct 30 2013 32 mins
    Since the start of 2013, James Thomson, manager of the Rathbone Global Opportunities Fund has been steadily building his exposure in the US, and new holdings and themes are emerging in the portfolio. Some commentators are suggesting that the US is now fully valued. In this update James explains how he sources good quality growth companies that deliver strong performance over the long term.

    The Rathbone Global Opportunities Fund is an actively managed fund with a distinctly different approach to other mainstream global equity funds. It has consistently been one of the top performing funds, available in the UK since its inception in May 2001 (Source: Financial Express, as at 30.09.13)

    To hear more about the fund manager’s current views, how he is positioning his strategy and the outlook for coming months, please register for our webcast.
  • Rathbone Ethical Bond Fund Recorded: Oct 1 2013 26 mins
    In our May Webcast Bryn Jones, Manager of the Rathbone Ethical Bond Fund discussed the potential of yields rising, and how the portfolio would be positioned to cope with this. The rise in the 10 Year Gilt to over 3% is quite a contrast over four months.

    How has the manager been able to find value? His defensive strategy has been very effective.
    Bryn Jones will discuss how the fund is currently positioned, covering what themes are working, what regions present the best opportunities, and whether the high weighting to the Financials Sector is still justified?
  • Rathbone Income Fund Recorded: Sep 10 2013 46 mins
    Finding value and income in a volatile world

    The Rathbone Income Fund has become one of the leading funds in the sector. Importantly, the current management team has experienced bull and bear markets. Their risk-based value-oriented investment process has been most relevant as markets have become even less predictable.

    This process is fundamental to long-term investment. Join Carl Stick as he explains how the Rathbone Income Fund has achieved such an enviable record since 2000, and what it really means to adopt risk as a central foundation of an investment process.
  • Rathbone Recovery Fund Recorded: Jul 25 2013 28 mins
    Earlier in the year we saw a frenetic rise in market, but we are now seeing markets become increasingly fickle, with investors worrying about the timing and implications of the end of QE in the USA.

    From an economic and market perspective, we expect further bouts of volatility. Given this challenging investing environment our managers continue to seek out stocks and industries where a strong recovery is anticipated.

    The Rathbone Recovery Fund, is a nimble all market cap fund, returning with top quartile performance over 3 years and since launch as at 30 June 2013. Hear how we apply our macro outlook, with detailed bottom up stock selection, to create a dynamic portfolio of holdings.
  • Rathbone Multi Asset Portfolios Recorded: Jun 13 2013 46 mins
    Low risk investing just got harder..

    In the current economic climate, the job of constructing a low risk portfolio looks even more challenging than ever. With the negative outlook for fixed income, nominal cash returns and an uninspiring property market, where should investors be looking to counterbalance their equity exposure?

    Join David Coombs, Fund Manager of the award winning Rathbone Multi Asset Portfolios, in his live webcast on Thursday 13th June at 11.00am to hear how he is solving this dilemma in the Rathbone Total Return Fund.

    Put your thoughts and questions to David 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 Ethical Bond Fund Recorded: May 14 2013 25 mins
    Some of the challenges facing fixed income managers include cash and government bond yields remaining at lowest levels, coupled with inflationary threats and a potential increase in interest rates. Join Bryn Jones, Fund Manager of the Rathbone Ethical Bond Fund on Tuesday 14 May at 11am as he discusses his strategy against this backdrop.

    After surpassing the £100m milestone and producing the highest yield in the IMA Sterling Corporate Bond Sector (source: Financial Express), Bryn explains how he finds good opportunities, with a margin of safety, for your clients' portfolios.

    The Fund enjoys first quartile performance across a number of periods (as at 30.04.13), and an attractive dividend history makes the Rathbone Ethical Bond Fund an excellent choice from both a yield and a total return basis.

    During the live event, if you would like to submit a question, please use 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: Apr 17 2013 22 mins
    A GLOBAL INVESTMENT OPPORTUNITY ....AWAY FROM THE MAINSTREAM CORE GLOBAL FUNDS

    With solid economic data coming through and improving investor sentiment James Thomson, manager of the highly rated Rathbone Global Opportunities Fund is taking the chance to reduce his cash weighting and buy into a number of strategic positions which play into his core investment themes.

    To hear about these holdings and to gain an update on the portfolio and James’ current views, please register for our webcast.

    If you would like to submit a question during the live event, please use the ‘questions’ tab at the top of the video screen at any point during the webcast.
  • Rathbones for long-term rising income! Recorded: Mar 19 2013 29 mins
    With the search for income becoming increasingly challenging and the fear of inflation looming, an equity income investment proposition which boasts rising dividends in 20 of the last 21 years and maintaining a consistent low volatility should be an attractive offer.
    Even more so when this is combined with consistently upper quartile returns and a host of independent recognition.

    Hear how the Citywire rated investment managers of the Rathbone Blue chip Income and Growth Fund Julian Chillingworth and Alan Dobbie are delivering these rising dividends and risk adjusted returns as they outline their process, current investment views and discuss the focussed portfolio which they believe will maintain this impressive track record going forward.
  • Risk-based portfolios, focused on client outcomes Recorded: Feb 14 2013 31 mins
    With headwinds facing global markets and in particular Fixed Income, the value of a ‘forward looking’ and truly active Multi Asset Fund will really come to the fore in 2013.

    Join David Coombs, Fund Manager of the award winning Rathbone Multi Asset Portfolios, in his live webcast on Thursday 14th February at 11.00am. David talks to us about how he achieves this within clearly defined and client appropriate risk parameters.

    Put your questions to David in advance or during the call using the ‘questions’ tab at the top of the video screen.
  • 2013 - The year for UK Equity Income? Recorded: Jan 29 2013 25 mins
    As 2012 drew to a close, there was a clear improvement of sentiment towards the UK equity income sector. But, how well placed is this positive notion and what are the challenges for 2013?

    The Rathbone Income Fund had a strong year returning 15%. Equally important, the volatility of these returns was relatively low versus its peer group. This is testimony to a strong, risk orientated investment process.

    Join Carl Stick, Fund Manager of the Rathbone Income Fund in his live webcast on Tuesday 29th January at 11.00am as he gives a brief review of the last year and looks forward to the challenges in 2013.
  • Positive Returns for 2012, where are the opportunities for 2013? Recorded: Jan 24 2013 27 mins
    We witnessed positive returns in 2012, but not without some surprises. We reflect on the last year to find out where these have come from, as well as looking at what the drivers may be to see a potential return to higher yields in the Fixed Income space.

    Register now to join Julian Chillingworth, CIO of Rathbone Unit Trust Management, as he discusses where we see potential growth opportunities for 2013, and conversely why we should be mindful of treading with caution.

    Are you rebalancing your client portfolios this year? With a shift in emphasis away from defensives, rotating more towards economically sensitive names, what considerations should you be mindful of?

    Put your questions to Julian in advance or during the call using the ‘questions’ tab at the top of the video screen.
  • Rathbone Blue Chip Income and Growth Fund Recorded: Dec 4 2012 25 mins
    We have recently seen a rotation back into equity funds from corporate bonds, however, there remains a constant demand from clients for yield.

    In July this year, the Rathbone Blue Chip Income and Growth Fund delivered a 3.2% increase in its annual dividend, the 20th increase of the last 21 years. In what has proved to be another volatile year for investors, the Fund is up 12.0% year to date. Over the three year period to the end of October, the Fund has managed to deliver both higher returns and lower volatility than the benchmark FTSE All-Share index (Source: Financial Express).

    To hear how the managers are delivering outperformance, and relatively low volatility, join our live webcast at 11.00am on Tuesday 4th December. Julian Chillingworth and Alan Dobbie will explain how they select the best stocks for their focussed portfolio.

    If you would like to submit a question during the live event, please use the ‘questions’ tab at the top of the video screen at any point during the webcast.
  • How advisers use discretionary management services Recorded: Nov 26 2012 21 mins
    How advisers use discretionary management services
  • Rathbone Global Opportunities Fund Recorded: Nov 6 2012 39 mins
    With the exception of China and Spain every equity market this year has posted positive returns as we bask in a global equity rally. So, does this mean all plain sailing ahead?

    James Thomson, Fund Manager of the highly rated Rathbones Global Opportunities Fund is not so sure and feels this positive momentum belies wild under-currents and increasing negativity. This view would appear to be supported by the world’s leading strategists who in a recent poll decided their preferred weighting to equities was 41%, the lowest since the poll started in 1997.

    So where is James finding value and how is he positioning his fund to combat the coming months and ensure investors capitalise on the opportunities that are presenting themselves whilst staying away from the areas which we believe will soon be coming back down?
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  • Presented by: Julian Chillingworth, CIO and Fund Manager
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