21st May 2025

Register now: Rathbones Income Fund Webcast 04 June 2025

With global trade tensions fuelling asset market volatility and growing scepticism around the long-standing narrative of American exceptionalism, the first few months of 2025 have been anything but quiet. Are investors now looking beyond US markets in search of resilient opportunities? Will this shift reshape global asset allocation strategies? What role will the UK equity market play in this changing world?

Join Alan Dobbie and Carl Stick, managers of the Rathbone Income Fund at Rathbones Asset Management, as they share how their disciplined approach has delivered first-quartile, market-beating returns so far in 2025, and what they believe lies ahead for income-focused investors.

Investments, Investment Commentary

Registration

Free Registration and CPD

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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