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 importance of beating earnings
13 May 2025
Article last updated 13 May 2025.
As Oscar Wilde wrote, in matters of grave importance, style, not sincerity, is the vital thing. Yet President Trump’s style is leading some to question American exceptionalism, which has been a hot topic of conversation for the team for years now. The team discuss their thoughts on the longer-term impact of current events on markets and the global economy. And then guess who’s back, back again – no it’s not Eminem but earnings season! The team talk about how it’s gone so far and what’s surprised them in what’s always a busy time. Finally, Apple – which needs no introduction – has had products glued to the ears and hands of consumers the world over for some time now. Will the glue hold, the team asks, and what part should the company play in portfolios?
This podcast was recorded on 8 May 2025.
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Rahab Paracha, Sustainable Multi-Asset Investment Specialist
Hannah Kennedy, Portfolio Management Assistant – Multi Asset
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