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: 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: 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: 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

Last Updated: September 30, 2025

The government is poised to cut public spending. Will its Spring Forecast also tinker with taxes and borrowing? If so, UK government bonds could bear the brunt.

• Review Of The Week

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

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