In the KNOW blog

Rathbone Global Opportunities fund manager James Thomson explains why he thinks the US economy may turn out to be brighter this year than feared. And can US stocks keep climbing if the economy slows, but doesn’t shrink?

After braving Italian traffic, Head of Multi-Asset Investments David Coombs is in no mood to sit on the sidelines. But he worries that the fear-driven race to avoid missing the stock market’s few biggest winners could screech to a sudden halt.

Much of the world’s water infrastructure has suffered from years of neglect and lack of investment. Rathbone Greenbank Global Sustainability Fund manager David Harrison looks at the solutions.

Tilting towards shorter-term bonds has made sense as interest rates have marched higher. But Head of Fixed Income Bryn Jones explains why he’s now panning out to longer-perspectives and adding more interest rate risk (duration) to his funds.

We tend to view the ageing of our society as a worrying thing. Rathbone Income Fund co-manager Carl Stick favours a more positive spin that recognises that greater longevity gives us longer futures, widening our options to work, spend and save.

The planet and its climate get most of the attention with sustainable investors. Rathbones sustainable multi-asset investment specialist Rahab Paracha explains why improving people’s lives is perhaps more important and how that may even help solve our environmental problems.

After a tough few years for the UK, things are starting to look up, argues Rathbone UK Opportunities Fund manager Alexandra Jackson. The chances of recession have dropped, political stability has returned and profits are cheap. When will investors notice?

Artificial intelligence is invading our world one conversation at a time. True to form, head of multi-asset investments David Coombs is hedging his bets about how it will affect his portfolios – and his job.

Peak China? That’s the question raised in the latest edition of the Economist. Rathbones head of asset allocation Oliver Jones summarises why we think the days of super-charged Chinese growth are over.

The resilience of stock markets in the face of a banking crisis and potential recession is perplexing many investors – Rathbone Global Opportunities fund manager James Thomson included. He wonders whether the promise of AI might have something to do with it.

It’s not just high-street shoppers who are getting more cost-conscious. Investors too are focusing more on how much value they’re getting for their money. Rathbone Income Fund co-manager Alan Dobbie asks whether this could signal a step-change for UK stocks.

The market to supply new-fangled electronics for tomorrow’s smarter, cleaner cars has captivated head of multi-asset investments David Coombs for several years. But in a costlier world, could there also be a resurgence in keeping older, dirtier, yet more economical, vehicles running for longer?