In the KNOW blog

As the AI revolution really kicks into gear, several big-name stocks have soared above the rest of the market. Rathbone Global Opportunities Fund Manager James Thomson explains why he’s using investors’ FOMO to diversify.

Engagement Analyst Jenny Twigg preps her New Year’s resolutions early. She’s already committed to celebrating something life-affirming each day. Luckily, her conversations with companies are delivering plenty of cheer.

President Donald Trump’s fierce pushback against renewable energy earlier this year left the sector reeling. Sustainable Multi-Asset Investment Specialist Rahab Paracha explains why she’s convinced that investor appetite for sustainable investments should continue to grow despite political headwinds.

As concerns about the value of the AI-heavy US stock market mount, there are plenty of exciting areas where investors can diversify. Head of discretionary and global financial institutions Sam Collett rounds up our inaugural Investor Morning.

Forget Germany, the real European rocket ships are tucked away in the periphery. Head of emerging market equities Tim Love explains why developing nations in south and central Europe have outpaced their advanced neighbours.

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.

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.

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.

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.

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.

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.

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.