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 vibes are bad for the UK economy, yet its stock market is smoking
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.

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.

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
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.