Name: Rathbone Multi-Asset investment update: Everyone bearish all at once - May 2023
Start: 2023-05-10T09:00:00Z
End: 2023-05-10T09:00:52.000Z
Location: BrightTALK
Rating: 4.5

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.

We are delighted to invite you to our upcoming webcast with Bryn Jones, Head of Fixed Income and Stuart Chilvers, Fund Manager, to introduce the launch of the Rathbone Greenbank Global Sustainable Bond Fund.
 
The fund is an exciting and natural addition to the multi-award winning Fixed Income fund range which includes Rathbone Ethical Bond Fund, which Bryn and the team have managed for the past two decades. The sustainable global bond fund, will sit within the IA £ strategic bond sector and is backed by the expertise of Greenbank. Greenbank is the ethical, sustainable and impact investment unit and have been at the forefront of ESI Investments for over 25 years. 
 
Join us on Tuesday 5th December at 10.00am as Bryn and Stuart discuss:
- Why we launched the Rathbone Greenbank Global Sustainable Bond Fund
- Greenbank’s sustainability process and themes 
- Portfolio construction 
 
You can put your questions to Bryn and Stuart during the webcast using the 'questions' tab at the bottom of the video screen.
 
If you are unable to join us live, a recording will be available 'on demand' after the webcast.

Launch event: Rathbone Greenbank Global Sustainable Bond Fund

Join James Thomson on his 20-year anniversary as lead manager for the Rathbone Global Opportunities Fund, the number 1 ranked fund in the IA Global Sector over this time period. 

Taking over management of the strategy in the years succeeding the dot-com bubble; navigating the fund through the most notable global financial crisis in a century; ensuring the fund benefitted in a 0% interest rate environment that paved the way for a decade of growth stock dominance; and more recently, proving the worth of active management amidst a global pandemic, devastating international conflict, rapid rises in inflation and the subsequent impact on interest rates. James has certainly seen it all, or has he?

James will discuss:
- how the last 20 years have shaped his process;
- the Rathbone Global Opportunities Fund’s current positioning;
- and where he sees the fund and wider markets in the years to come

If you are unable to join us live, a recording will be available 'on demand' after the webinar.

James Thomson and 20 years of the Rathbone Global Opportunities Fund

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:
- New love for gilts
- Fast food
- Distressed assets

You can put your questions to David during the call using the 'questions' tab at the bottom 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 2023

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

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

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

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Rathbone Multi-Asset investment update: Everyone bearish all at once - May 2023

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