The Importance of Beating Earnings
As Oscar Wilde wrote, in matters of grave importance, style, not sincerity, is the vital thing. Yet President Trump’s style is leading some to question American exceptionalism, which has been a hot topic of conversation for the team for years now. The team discuss their thoughts on the longer-term impact of current events on markets and the global economy. And then guess who’s back, back again – no it’s not Eminem but earnings season! The team talk about how it’s gone so far and what’s surprised them in what’s always a busy time. Finally, Apple – which needs no introduction – has had products glued to the ears and hands of consumers the world over for some time now. Will the glue hold, the team asks, and what part should the company play in portfolios?This podcast was recorded on 8 May 2025.If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation.Rathbones multi-asset investing team:David Coombs, Head of Multi-Asset InvestmentsWill McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio fundsCraig Brown, Senior Multi-Asset Investment SpecialistRahab Paracha, Sustainable Multi-Asset Investment SpecialistHannah Kennedy, Portfolio Management Assistant – Multi AssetAbout Rathbones:Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbone Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbone Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc.This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbone Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.
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