In the KNOW blog

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.

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.

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.

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.

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.

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.