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.

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 US government plans to slap tariffs on virtually all imports to the US as part of ‘Liberation Day’. The details are yet to be revealed, but the most immediate effect is already apparent: higher prices.

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.

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.

American stocks have taken a jolt downward, rattled by an escalating trade war and an unpredictable President. It’s not a time to panic.

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.

American threats to hit Europe with tariffs and abandon NATO may have spurred the EU to loosen the purse strings and invest heavily in infrastructure and its own defence. Continental stocks are rising rapidly in anticipation of a sea change for Europe.