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19th February 2025

Rathbones Asset Management - The Sharpe End podcast: Javons Above

The Donald is firing out of the blocks on trade tariffs with no hesitation. The Rathbones Asset Management’s multi-asset investing team discusses what it means for financial markets and how they should position their funds for a world of potentially lesser trade. Not to be outdone, the AI sector had its own mini-revolution recently with the emergence of low-cost Chinese chatbot DeepSeek.

Does this call into question the dominance of the AI market darlings? Finally, the team outlines the appeal of heavy equipment manufacturer, Caterpillar, which has been in the funds for a number of years.

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