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Portfolio valued at £7.9bn
20% significantly exposed to tariff risk
Global inflation forecast at 3.4% in 2027
Tariffs suggested on both sides
Friday Briefing
Alan Dobbie to lead Rathbone Income fund
£11bn in net new business
Half worried about political uncertainty
Workspace at 45% discount to NAV
'Loose by historical standards'
22 January 2026
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2 min read
