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.

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.

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.

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.

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.

Markets continue to recover as US President Donald Trump and his advisers whisper sweet nothings to investors. It’s a brittle sort of recovery though: definitive de-escalation of the global trade war is needed to truly woo investors. Through it all, though, the dollar should still reign supreme.

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.

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.