1st May 2025

T.Rowe Price: Adapting to structural market changes

The main theme of the first quarter of 2025 was “rotations.” Previous leadership of U.S. large-cap growth stocks came under assault in response to tariff announcements and U.S. policy uncertainty. The market priced in policies that included a shift in European defense spending from the U.S. to Europe, federal government employment cutbacks in the U.S., and an acknowledgment from President Trump that he is willing to endure short-term economic pain for potential long-term economic gain.

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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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