Markets are tumbling fast in response to US tariffs that will upend global trade. Perhaps more dangerous than the policy itself is just how silly it makes the administration look.

Trump’s tariffs shake markets; the team unpacks what might happen next. The focus then switches to UK Spring Statement announcements. Plus they discuss why Compass Group is catching their eye.

Watch Alexandra Jackson, Fund Manager of Rathbone UK Opportunities Fund, alongside a panel of specialists, as they discuss the implications of US economic dynamics on UK equities, valuation opportunities, and strategic investment approaches.

The US government plans to slap tariffs on virtually all imports to the US as part of ‘Liberation Day’. The details are yet to be revealed, but the most immediate effect is already apparent: higher prices.

The government is poised to cut public spending. Will its Spring Forecast also tinker with taxes and borrowing? If so, UK government bonds could bear the brunt.

American stocks have taken a jolt downward, rattled by an escalating trade war and an unpredictable President. It’s not a time to panic.

This month, the team covers Europe’s recent market outperformance, then shifts to America, discussing Trump and tariffs, before wrapping up with Unilever, the manufacturer of household staples.

American threats to hit Europe with tariffs and abandon NATO may have spurred the EU to loosen the purse strings and invest heavily in infrastructure and its own defence. Continental stocks are rising rapidly in anticipation of a sea change for Europe.

Seismic geopolitical changes are wrenching the post-war global order, straining the transatlantic partnership and upending supply chains. Investors are recalculating furiously, putting financial markets in flux as well.

Rathbones Asset Management Ltd (RAM) announces the appointment of three fund managers, as it moves into Asia ex-Japan and global emerging markets strategies for the first time. The fund managers will be based in London and report to Tom Carroll, Chief Executive of RAM.

The anticipation of Trump 2.0 has driven stock market excitement and household confidence in the months since his election. Now he’s in office, is the reality starting to subdue that optimism?

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.