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.