Rathbone

With many headwinds facing the globe, it is going to be a long and colourful summer for equities markets, says Julian Chillingworth, chief investment officer, Rathbone Unit Trust Management.

STOCK PICKING

Pick a term, any term. ‘Reprofiling', ‘restructuring' or a plain old ‘default' - there is only so far you can disguise the inevitable.

Rathbone Unit Trust Management saw net inflows in the first quarter of 2011, reversing a recent trend of withdrawals and helping boost funds under management to £1.06bn.

In the latest Conjecture debate, our panellists from Blackrock, Rathbone Unit Trust Management and Standard & Poor's discussed investing for income.

Rathbones CIO Julian Chillingworth has been putting cash into ‘inflation-proof' areas of the market in a move to cut inflation risk in his £61m Blue Chip Income & Growth fund.

In the latest Conjecture debate, our panellists from Rathbone Unit Trust Management, Threadneedle and Standard & Poor's discussed the current Economic Outlook.

ON UK INCOME

As investors, we all look back with 20-20 vision at the excesses of the TMT bubble, incredulous we could have allowed valuations to get so far adrift of economic reality.

ON BONDS