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18th October 2025

Rathbones Asset Management - The Sharpe End podcast: Collateral Damage

Are we in an AI bubble? That’s the question the team try to answer on this month’s episode. While there are definitely bubble-like signs popping up in the market, are there enough for the team to be worried? Next, some cracks are beginning to show in private credit. The team discuss recent bankruptcies that have hit the headlines, and whether these are isolated cases or indications of a wider risk to the global economy. Finally, the spotlight is on Lonza, a one-stop shop for drug development and manufacturing that the team has bought recently.

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Investments, Investment Commentary

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