Join Edward Smith, Co-Chief Investment Officer, and other Rathbones’ experts as they dive into the key themes shaping the investment landscape in 2025—from tariff shifts to global trade dynamics—and what it could mean for your portfolio. Don’t miss these expert insights—watch the full recording now.
Article last updated 30 April 2025.
Stock markets have reacted badly to the worse than expected news on US trade policy. We favour a more conservative asset allocation in response – but it’s possible to be too gloomy.
5 mins
Markets are tumbling fast in response to US tariffs that will upend global trade. Perhaps more dangerous than the policy itself is just how silly it makes the administration look.
9 mins
Arguably the best investor of all time has decided to retire at the end of the year. Meanwhile, UK interest rates are forecast to fall in a bid to prop up the economy.
6 mins