In the KNOW blog

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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…

The rise of passive investment is storing up risks that many investors may not realise they are taking. James Crossley, our head of Rathbones Asset Management distribution, makes the case for active managers.