News and events
Multi-Asset Webcast | May 2025
Join Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios, for his next webcast on Wednesday 14 May at 10.00 am.
1 min
Ethical Bond Webcast | April 2025
After a period of volatility in risk markets, Bryn will give his views on the outlook for rates and credit markets and will go into how the Washington whack-a-mole politics are creating very short-term volatility.
1 min
Multi-Asset Webcast | February 2025
We are delighted to invite you to our upcoming webcast with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios.
1 min
Bryn Jones 20-Year Anniversary Webcast
Join Bryn Jones, Head of Fixed Income, for his latest webcast, on Tuesday 3 December at 10.00am, to celebrate his 20-Year anniversary at Rathbones Asset Management.
1 min
Multi-Asset Webcast | October 2024
1 min
Multi-Asset Webcast | July 2024
1 min
World of Opportunities webinar
1 min
Income Fund Webinar
It is a question that we and most investment houses have revisited time and time again for the best part of a decade, what is the catalyst for the resurgence of the UK market?
1 min
Multi-Asset Webcast | April 2024
1 min
Multi-asset webcast | February 2024
1 min
All Coombs wants for Christmas is two (points)
It’s that time of year again where the whole Sharpe End team get together for the Christmas Special and become David’s judge and jury on the predictions he made for 2023 at the end of last year. Did David’s crystal ball serve him well in calling what happens to the bond markets, commodity markets, equity markets, and a few more random areas too!? Last year David managed 5.5 points, an advance on the 4.5 points of the year previous. Will his march toward prediction perfection continue, or will it all come crashing down to reality with a bump?
2 mins
S…bend it like Biden?
Is US President Joe Biden’s huge infrastructure stimulus bending the US Treasury yield curve more than Beckham at the dead ball? Moderating inflation hasn’t stopped long-term US Treasury bond yields from whipping higher (and therefore prices falling sharply) in the past couple of months – could it be worries around government spending and the much larger amount of bonds being sold at auction? Meanwhile, earnings season has dominated stock markets recently, so the team discuss the winners and losers this time round and why. Lastly, they share why US landfill and recycling business Waste Management is more exciting than you may first think.
2 mins
Our economic and market reviews are delivered from Rathbones Chief Investment Officer, Julian Chillingworth. He brings highlights, on the investment forecast and the outlook for global and UK markets.
Recovery rolls on, belying rocky times
Earnings are booming in the West as the recovery rolls on despite investor nervousness.
4 mins
Full of surprises
Recent inflation headlines have made for uncomfortable reading, and volatility picked up as investors remained sceptical of policymakers’ messaging. But we don’t think rising inflation is here to stay as there are too many other phenomena that will push it down.
4 mins
America blooms
America is opening up along with the spring blossoms, and a strong summer of spending seems to be on the way. The rebound in fortunes has helped the S&P 500 reach new highs which, as chief investment officer Julian Chillingworth notes, go hand in hand with rising yields.
4 mins
Springing yields
Bond yields and a new season’s flowers both sprung up last month, heralding an end to the dark days of lockdown winter. Chief investment officer Julian Chillingworth ponders the big question on investors’ minds – does this also foreshadow a prolonged period of higher inflation?
3 mins
A bleary-eyed awakening
After a busy start to the year there’s still a lot of uncertainty swirling around in markets. But economies tend to bounce back hard after sombre periods, and hope remains that our eventual return to ‘normal’ will be no different.
3 mins
Optimistic realism in a vaccinated recovery
A roller-coaster of a year finished on a high note for the markets, and we start 2021 with a sense of relief that one of the most difficult years many of us have ever experienced is behind us.
4 mins
Staying balanced
With a clutch of vaccines on the way soon, equity markets were in a buoyant mood in November. But there are still a lot of things we don’t know – and even some things we don’t know that we don’t know…
3 mins
America (finally) decides
Equities fell in October as investors came to terms with tighter lockdown restrictions, but hopes for a new round of US stimulus under President-elect Joe Biden have buoyed markets, and Chief investment officer Julian Chillingworth reckons we should take heart.
3 mins
Post holiday blues
With summer fading into memory, a long uncertain winter of social distancing lies ahead. It’s easy to feel gloomy, but as chief investment officer Julian Chillingworth argues, we should try not to buy into the doom.
4 mins
A patchy summer
As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures.
4 mins
Managing expectations
The hard data is coming in and so far companies have fared better through the pandemic than expected. Just how long complete recovery will take no one knows, but as chief economist Julian Chillingworth notes, we maintain our long-held belief in the human capacity to co-operate and solve problems.
3 mins
Are the bears in hibernation, or just napping?
With the groundwork laid for a rapid recovery, equity markets reflected continued optimism in June. But as chief investment officer Julian Chillingworth notes, significant risks remain.
3 mins
Keep informed with announcements from Rathbone Unit Trust Management, including company news and our press releases.
Rathbones announces changes to High Quality Bond Fund leadership
Rathbone Unit Trust Management (“Rathbones”) announces that fund manager Noelle Cazalis will leave the business to pursue other interests outside the UK. Fixed Income fund manager Stuart Chilvers will assume lead fund manager responsibilities for the Rathbone High Quality Bond Fund with immediate effect and with no change to the investment process or objective of the fund.
3 mins
Rathbones-led campaign wins ‘Stewardship Initiative of the Year’ at PRI Awards 2022
- Votes Against Slavery initiative saw non-compliant FTSE 350 Index companies targeted with investor action
- 2022 marks the third iteration of the campaign
5 mins
Bespoke fund EGM results
For the EGMs held 28 September 2022 for Rathbone Pharaoh Fund, Rathbone Quercus Fund, Rathbone Sherwood Fund, Rathbone Sussex Fund, and Rathbone Dragon Trust, results of the resolutions have been communicated with investors as appropriate. For more information, please contact your usual Rathbones representative.
1 min
Rathbones targets modern slavery for third year with biggest collaborative engagement yet
Rathbones has launched its third Votes Against Slavery engagement, securing support from 122 investors with assets under management totalling £9.6 trillion.
8 mins
Heritage fund EGM results
At an EGM of shareholders held 26 January 2022, the resolution that the scheme of arrangement (the “merger”) between Rathbone Heritage Fund and Rathbone Multi-Asset Strategic Growth Portfolio, a sub-fund of Rathbone Multi-Asset Portfolio (as detailed in the Information Pack sent to shareholders on 15 December 2021), was passed. Accordingly, the merger is expected to take place on 22 April 2022.
1 min
Rathbone Heritage fund merger
As part of an ongoing review of our portfolio of investment opportunities for clients, we are informing you of a proposed merger of the Rathbone Heritage Fund (the “Heritage Fund”) with the Rathbone Strategic Growth Portfolio, a sub-fund of Rathbone Multi-Asset Portfolio (the “Strategic Growth Portfolio”).
1 min
Rathbone Unit Trust Management appoints new CIO
The appointment follows the announcement of Julian Chillingworth’s retirement in 2022.
3 mins
Notice to shareholders: Rathbone SICAV Multi-Asset Portfolios
We are informing you in our capacity as investment manager of the Rathbone SICAV Multi-Asset Portfolios (“the Company”), to inform you we will be contacting your client(s) about some changes to the objectives of some of the sub-Funds.
1 min
Rathbone Investment Management expands access to Rathbone Greenbank Portfolio Range for advisers
Rathbone Investment Management, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, is pleased to announce the launch of a new range of client propositions, which will invest in the underlying funds in the Rathbone Greenbank Portfolio Range.
6 mins
Rathbones names new CIOs as Julian Chillingworth announces retirement
Industry veteran Chillingworth to retire in early 2022, after 20 years at Rathbones.
4 mins
Investment Risk Director for Rathbone Unit Trust Management
It is with pleasure that we can announce that Elizabeth Davis has been promoted to the role of Investment Risk Director for Rathbone Unit Trust Management. Although she remains an integral part of the investment team, the managership of the Rathbone Heritage Fund stays within that team, with ultimate responsibility reverting to Carl Stick.
1 min
Luxembourg SICAV Christmas dealing notice 2020
Note dealing dates and times for the Luxembourg SICAV funds
1 min
UK Equities Masterclass | April 2025
Watch Alexandra Jackson, Fund Manager of Rathbone UK Opportunities Fund, alongside a panel of specialists, as they discuss the implications of US economic dynamics on UK equities, valuation opportunities, and strategic investment approaches.
1 min
CEO Forum | February 2025
Watch Tom Carroll, CEO of Rathbones Asset Management and co-panellists, discuss market risks for 2025, the future of active management, why the UK equity market and investment eco-system is under pressure and what can be done to restore it to health. They also give their views on whether sustainable investing's best days are in the past.
1 min
Multi-Asset Masterclass | January 2025
Watch David Coombs discuss the challenges and opportunities in multi-asset investing amid uncertainty in geopolitics, climate change, and technological advancements.
1 min
Why clients are asking about the ACT Framework | November 2024
Watch David Coombs discuss the City Hive ACT Framework's role in fostering transparency, accountability and cultural change in investment management, and why fund selectors are pushing for more Signatories.
1 min
Fixed Income Masterclass | September 2024
Watch Bryn Jones discuss fixed income markets, interest rates, bond investments, and market strategies.
1 min
UK Equities Masterclass | September 2024
Watch Alexandra Jackson, Fund Manager of Rathbone UK Opportunities Fund, alongside a panel of specialists, as they explore the current state of UK equities, opportunities for growth, and potential risks.
1 min
Multi-Asset Masterclass | May 2024
Watch David Coombs, Head of Multi-Asset Investments, along with other panellists, as they discuss the current investment landscape.
1 min
UK Equities Masterclass | October 2023
Watch Alexandra Jackson, Fund Manager of Rathbones UK Opportunities Fund, alongside a panel of specialists, discuss whether it's time to start talking about the UK again, withdrawals and liquidity issues in the UK market and reforming the stock market.
1 min
Multi-Asset Masterclass | September 2023
Join David Coombs, Head of Multi-Asset Investments along with three industry experts for an exclusive Masterclass discussing multi-asset investing.
1 min
Fixed Income Masterclass | September 2023
Watch Stuart Chilvers, Fund Manager and other panellists work through some of the UK's latest challenges from inflation to interest rates, and how those have affected Fixed Income.
1 min
Multi-asset Masterclass | November 2022
With interest rates and bond yields on the way up, what does it mean for asset allocators and the expected risks and returns from the world's various markets? Listen to David Coombs discuss this and much more.
1 min
Multi-asset Masterclass | September 2022
There's plenty of gloom and doom in the markets but what does that mean if you are invested in multi-asset funds? Have they got the flexibility and the know-how to avoid the downsides and risks, but still give exposure to the rewards? Listen to David Coombs and panellists discuss this and much more.
1 min
