9th April 2025

T.Rowe Price

When writing about Trump’s tariffs in February, I predicted that their bite would be worse than their bark. However, hardly any of us could have predicted the chunks that would be taken out of risk assets following Trump’s “Liberation Day” announcement on April 2. Watching the press conference, I was reminded of the opening scene of the (original) Gladiator movie, when the Romans are confronting the Barbarians. General Maximus tells his lieutenants to “unleash hell”—and a maelstrom ensues.

Investments, Investment Commentary

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Rathbones Asset Management - The Sharpe End podcast: Fresh Intel

A month into Andy Burnham’s tenure as Prime Minister, the team are asking what he could possibly do to turn the UK economy and stock market around. Next, we explore the rally in software stocks, as improving growth expectations reignite enthusiasm for some names in the sector that many had written off just a year ago. Finally, this month’s stock spotlight is Intel – a company that helped build the modern technology industry and is now attempting an ambitious turnaround as a crucial beneficiary of the broad AI infrastructure build-out.

There's more to 'value' investing than valuations

Semantics matter. Words carry associations that can't always be neatly translated into a different cultural context. First impressions often determine whether investors are prepared to allocate money to an investment strategy.

Business Sentiment Tracker: Business confidence falls in Q2 2026

Business confidence has weakened in the second wave of YouGov's quarterly Business Sentiment Tracker, with businesses becoming less optimistic about the economy, their industries, and their own prospects.

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