Last Updated: September 30, 2025

Trump’s tariffs shake markets; the team unpacks what might happen next. The focus then switches to UK Spring Statement announcements. Plus they discuss why Compass Group is catching their eye.

• The Sharpe End Podcast

Last Updated: September 30, 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.

Last Updated: September 30, 2025

US stocks held up well during a wild week of White House adjustments to its tariff policies. US government bonds and the dollar were less fortunate.

• Review Of The Week

Last Updated: September 30, 2025

Join David Harrison and co-panellists in a comprehensive discussion on sustainable investing covering market trends, client demand, governance and stewardship, regulatory challenges, and thematic opportunities in areas such as water and agriculture, and regions including UK, Europe and emerging markets.

Last Updated: September 30, 2025

This is for your information only. You do not need to take action, but we recommend that you give this information careful consideration in order to fully understand the changes.

Last Updated: September 30, 2025

Join David Coombs, Head of Multi-Asset Investments of the Rathbone Multi-Asset Portfolios, for his next webcast on Wednesday 14 May at 10.00 am.

• Investment Webinars

Last Updated: September 30, 2025

Join Carl Stick, co-fund manager, on the latest Asset TV Retirement Income Masterclass with Baroness Ros Altmann

Last Updated: September 30, 2025

Join Alan Dobbie and Carl Stick, managers of the Rathbone Income Fund, as they share how their disciplined approach has delivered first-quartile, market-beating returns so far in 2025—and what they believe lies ahead for income-focused investors.

• Investment Webinars

Last Updated: September 30, 2025

In the face of hard science and changing consumer behaviours, the investment world is transforming to meet growing demand for values-driven investment strategies.

• Value Of ESG
• ESG
• Advisers
• Ethical

Last Updated: September 30, 2025

In one of the most anticipated Budgets in recent history, Chancellor Rachel Reeves raised £40 billion of taxes, which will fall predominantly on businesses and the wealthy. With a Labour manifesto that promised to protect “working people” and boost economic stability and growth, there was much speculation over how the £22 billion black hole in the nation’s finances would be filled.

Last Updated: September 30, 2025

This month, the team discusses US exceptionalism - a hot topic of conversation for the team for years now, then turns to earnings season and wraps up with a look at Apple.

• The Sharpe End Podcast

Last Updated: September 30, 2025

This month, the team discusses Trump’s new tax bill, new warning signals that have been quietly popping up in markets. Plus, an under-the-radar stock that’s a core holding for the portfolios: Assa Abloy.

• The Sharpe End Podcast