It’s been one miserable tiding after another for the UK this year. Yet Rathbone UK Opportunities Fund manager Alexandra Jackson notes the FTSE All-Share has shrugged off the malaise to post one of its best starts to the year in three decades.
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5 mins
To lend, borrow, or not; nay, to buy? That is the question
Head of multi-asset investments David Coombs’s Nan Connie was so sceptical of debt it made her wax lyrical. Her old advice prompts him to wonder if a tempest is building in debt markets or if it’s all just Shakespearean melodrama.

3 mins
The AI opportunity: it’s more than just Nvidia
The AI revolution is more than just the handful of household names at the top of the S&P 500. Global equity analyst Siyuan Lin outlines just some of the businesses making up the diverse ecosystem needed for the technology to thrive.

5 mins
The UK faces tough choices – it needs to act
As the UK summer slowly rolls towards autumn, the government’s second Budget approaches. Head of Multi-Asset Investments David Coombs is getting concerned that Labour isn’t bold enough to deal with pressing problems.

4 mins
Finding the perfect partner: where profit meets purpose
Finance often gets a bad rap – sometimes justified! – yet it’s a sector that looms large because of the extraordinary leverage it can bring to bear. As our sustainable investment analyst Neil Smith explains, when harnessed right, it can help create a whole lot of good.

6 mins
Skipping a beat
Whether you love Trump or hate him, you can’t argue that he’s giving the world a tremendous shock. Multi-asset portfolios fund manager Will McIntosh-Whyte unpicks the good from the toxic and explains how he’s investing in the relationship.

3 mins
Euro summer: More than just airlines could be delayed
As the socials get blitzed with people gearing up for Euro summer, our multi-asset equity analyst Emma Letheren is dispatched to Paris to scout companies. She finds a rare optimism among them, but old doubts die hard.

3 mins
Powering efficency
A wave of disappointing headlines about our battle against climate change and the move to cleaner energy doesn’t have equity investment specialist Michael Cumberlidge in a funk. He’s looking at the day-to-day improvements delivered by ever-better technology.

5 mins
Weather to vote?
A busy spring of AGMs has engagement analyst Jenny Twigg ready for a holiday. Before she heads off in search of sun, she explains why it pays to hear someone out before leaping to conclusions.

6 mins
Pork chopped
Former First Bro Elon Musk is lambasting President Trump’s tax and spending plans as a “mountain of disgusting pork.” Multi-asset fund manager Will McIntosh-Whyte unpicks the claims and concludes a few porky morsels may not prove a bad thing, as long as bond markets can swallow them.

6 mins
Active investors care what’s in a portfolio, passive investors only care about how it’s held
Would you choose a new car based on how much its price has risen in the past couple of years? Head of multi-asset investments David Coombs asks why so many are happy doing this with their life savings.

4 mins
Moving beyond DE&I buzzwords
In light of intense political scrutiny of corporate diversity, equity and inclusion (DE&I) practices, our engagement analyst Jenny Twigg explains why ditching DEI could prove painfully short-sighted.