7th April 2025

Rathbones Asset Management - The Sharpe End podcast: It’s a kinda tariff

President Donald Trump’s “Liberation Day” tariffs, delivered on two giant placards in the Rose Garden, sent stock markets into freefall. The Rathbones Asset Management’s multi-asset investing team explains how they are unpicking what might happen next and how markets may react to further news and retaliations. The focus then switches to reviewing how the UK’s recent Spring Statement’s announcements – or perhaps the lack thereof – have left the team feeling about UK PLC. Finally, UK listed food service business Compass is on the menu as the team outlines what attracts them to the company.

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Panacea Video, Investment Commentary, Investments

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M&G: Market response and key themes within Emerging Market Debt

Watch Nick Smallwood, Deputy Fund Manager & Alexis Duvernay, Investment Specialist, as they discuss the key themes within emerging market debt and what investors should look out for.

AXA IM: Why is China an important market for the biotech sector?

Peter Hughes, Portfolio Manager, Biotech & Longevity, Framlington Equities, talks about China’s rapid unfolding as a centre for biotech innovation over the recent years and how companies domiciled in China are emerging as innovation leaders.

M&G: Share buybacks: the good, the bad or the ugly?

In this month’s video, Investment Director, Ritu Vohora looks at the recent ‘buyback wave’ fuelled by corporate tax cuts. Do share buybacks only benefit company executives or do they also create long-term value for shareholders?

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