Last Updated: September 30, 2025

This month, the team discusses Trump’s trade tariffs and what it means for the Financial Markets and their Funds. Then, look at AI and DeepSeek’s emergence. Plus, the team discusses heavy equipment manufacturer, Caterpillar.

• The Sharpe End Podcast

Last Updated: September 30, 2025

Gold hit an all-time high last week, just in time for Valentine’s Day. But it’s not lovers who are doing all the buying.

• Review Of The Week

Last Updated: October 14, 2025

The anticipation of Trump 2.0 has driven stock market excitement and household confidence in the months since his election. Now he’s in office, is the reality starting to subdue that optimism?

• Review Of The Week

Last Updated: September 30, 2025

After months of keeping their feet firmly on the growth brake, Rathbone Income Fund Manager Alan Dobbie asks whether the government and central bank might simultaneously be nudging towards the accelerator.

Last Updated: September 30, 2025

RAM targets first move into Asia-ex Japan and GEM funds

Last Updated: September 30, 2025

Rathbones Asset Management Ltd (RAM) announces the appointment of three fund managers, as it moves into Asia ex-Japan and global emerging markets strategies for the first time. The fund managers will be based in London and report to Tom Carroll, Chief Executive of RAM.

Last Updated: September 30, 2025

Seismic geopolitical changes are wrenching the post-war global order, straining the transatlantic partnership and upending supply chains. Investors are recalculating furiously, putting financial markets in flux as well.

• Review Of The Week

Last Updated: October 15, 2025

American threats to hit Europe with tariffs and abandon NATO may have spurred the EU to loosen the purse strings and invest heavily in infrastructure and its own defence. Continental stocks are rising rapidly in anticipation of a sea change for Europe.

• Review Of The Week

Last Updated: September 30, 2025

This month, the team covers Europe’s recent market outperformance, then shifts to America, discussing Trump and tariffs, before wrapping up with Unilever, the manufacturer of household staples.

• The Sharpe End Podcast

Last Updated: October 14, 2025

American stocks have taken a jolt downward, rattled by an escalating trade war and an unpredictable President. It’s not a time to panic.

• Review Of The Week

Last Updated: May 15, 2025

Last Updated: September 30, 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.

• Investment Webinars