Jevons Above
This month, the team discusses Trump’s trade tariffs and what it means for the Financial Markets and their Funds. Then, look at AI and DeepSeek’s emergence. Plus, the team discusses heavy equipment manufacturer, Caterpillar.
2 mins
This month, the team discusses Trump’s trade tariffs and what it means for the Financial Markets and their Funds. Then, look at AI and DeepSeek’s emergence. Plus, the team discusses heavy equipment manufacturer, Caterpillar.
2 mins
Watch Tom Carroll, CEO of Rathbones Asset Management and co-panellists, discuss market risks for 2025, the future of active management, why the UK equity market and investment eco-system is under pressure and what can be done to restore it to health. They also give their views on whether sustainable investing's best days are in the past.
1 min
Despite a whirlwind week of tit-for-tat on trade, borrowing costs have fallen back. Will this boon for investors, households and governments outlast the next inflation print?
1 min
The White House has issued a flurry of decrees in its first fortnight. While not unexpected, they’re already creating unease in markets and chaos in the government.
1 min
Watch David Coombs discuss the challenges and opportunities in multi-asset investing amid uncertainty in geopolitics, climate change, and technological advancements.
1 min
A Chinese start-up says it created an AI tool at a fraction of the cost that Western rivals paid. It shouldn’t be a fatal blow, but the development should trigger answers to lingering investor concerns on runaway chip buying.
1 min
We are delighted to invite you to our upcoming webcast with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios.
1 min
Government bond yields fell back on better-than-forecast inflation as Donald Trump’s first day in office neared. The big unknown for investors is which tariff policy – we’ve heard many versions – the new administration will land on.
1 min
It’s been quite the new year hangover for the global bond market. The team unpacks the volatile start, financials sector strategies, and why the US-based global investment company KKR is an attractive new holding.
2 mins