In the KNOW blog
The latest news and views from our professional adviser blog
Testing the waters: making a splash in more effective conservation
Water utilities face intense pressure to better conserve this limited resource. Sustainable investment analyst Neil Smith explains how innovative water testing kit helps them reuse water more safely.
4 mins
The silence is deafening
Sharp falls in US stocks seemed to quieten the President a little. Yet, with ‘Liberation Day’ approaching, multi-asset equity analyst Emma Letheren notes that companies’ ability to pass on higher costs is about to be tested.
4 mins
MAGA? The US is already great
Sunny Florida is always going to look better than grey old London in late winter. Yet multi-asset equity analyst Emma Letheren saw a vibrancy there that’s truly foreign to Britain.
3 mins
Taking the brakes off Britain?
After months of keeping their feet firmly on the growth brake, Rathbone Income Fund Manager Alan Dobbie asks whether the government and central bank might simultaneously be nudging towards the accelerator.
4 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.
6 mins
Are you 100% faithful to Net Zero?
Fresh from finishing the latest season of The Traitors, our engagement analyst Jenny Twigg is ready for much more open dialogue with our investments in the year ahead.
3 mins
A massive active risk, passively taken
This week’s AI sell-off will leave many passive investors nursing big losses. Investment specialist Michael Cumberlidge argues shocks like these reinforce the benefits of active management.
4 mins
Sounds of the 70s
The 1970s is a good time to be nostalgic about, says head of multi-asset investments David Coombs. But you don’t want to relive it: the reality wasn’t as fun as the legendary music would have you believe.
4 mins
Waste Not, Want Not
The transformation of landfill gas from climate-impacting pollutant to useful, renewable fuel sounds too good to be true. It’s not an easy path, notes sustainable equity analyst Neil Smith, but one company has found the treasure map.
5 mins
New Year, New Me
There’s nothing more irrational and banal than a new year refresh. But we all instinctively do it, so head of multi-asset investments David Coombs took the time to review the prospects for AI and healthcare.
7 mins
Weathering the stormy gilt market
It’s not just the weather outside that’s wild. Caught in the eye of global bond turbulence, weak gilts are driving UK borrowing costs to precipitous highs. Head of fixed income Bryn Jones explains why he’s warming to higher-yielding UK government bonds as others get cold feet.
6 mins
2025: The year ahead. Maybe?
Our head of multi-asset investments, David Coombs, makes a bad Nostradamus. Lucky he’s a fund manager! Here are his predictions for markets in the year ahead. Spoiler alert: he’s usually wrong. But it’s all about the direction of travel…
3 mins