Reading the recovery | Investment Update, August 2025

8 August 2025 9784 Views

Rathbones
Rathbones
7 8 No Comments

In this latest video, Ed puts the case for responding to uncertainty with patience, diversification, and a clear process.

Key topics covered:
The rapid stock market recovery: we don’t think this is built on speculative excess
US tariffs: we think this will boost US inflation
Diversification: we still hold US stocks, but see opportunities in Europe and Japan too
UK government debt: we favour shorter maturities

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