12th March 2026

Rathbones Asset Management - The Sharpe End podcast: Dire Straits

As the conflict continues in the Middle East, the team discusses whether they are making any changes to their portfolios in response to the big moves they're seeing in markets. Next on the agenda is the software sector: once-loved, but where sentiment has since soured. Finally, the stock spotlight of the month is Singapore Telecommunications, one of Asia's largest telecom operators that's evolved well beyond a traditional phone company.

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Investment Commentary, Investments