In the KNOW blog

Last month’s banking sector volatility rattled investor confidence in some bank bonds. But, as fixed income fund manager Stuart Chilvers argues, there’s still a compelling case for investing in higher-quality corporate bonds.

Failing lenders bring back memories of the dark days of 2008 and 2009. Rathbones head of multi-asset investments David Coombs explains why he thinks a global financial crisis is unlikely, but notes how technology has made banking easier for customers and harder for bankers.

Work intrudes on head of multi-asset investments David Coombs’s vacation time as Silicon Valley Bank collapses. He marvels at just how fast information – and misinformation – can spread and suggests social media may be a risk to financial stability.

Decades of trade between the US and China boosted living standards considerably in both nations, but their relationship has been fraying for some time. Rathbones head of multi-asset investments David Coombs believes this unravelling is keeping inflation elevated.

As the hard slog of winter drags on, sustainable multi-asset investment specialist Rahab Paracha considers whether ESG issues and sustainable investing can sustain their strong momentum this year.

The era of virtually zero percent interest rates is over. Rathbones head of multi-asset investments David Coombs believes that means a return to boom and bust, and he outlines which businesses are most at risk.

Watching the Super Bowl in the wee hours of the morning makes senior multi-asset investment specialist Craig Brown misty eyed for his days playing guard somewhere deep in Essex and the past. It’s also a good reminder that not all gridiron players – or investments – are built for the same jobs.

Our (sort of) new Rathbone Funds chief investment officer Tom Carroll joined us as a decade-long economic world order was ending with a bang. Did he have to search under the desks for his fund managers?

It’s Valentine’s Day so David Coombs, our head of multi-asset investments, is taking the duchess out for Pizza Express. Alright, it was a week ago, but he’s still a cheapskate. Just not when it comes to investments.

Central banks dominated markets in 2022, sending UK smaller companies tumbling. Yet UK Opportunities Fund manager Alexandra Jackson argues 2023 will be a year when investors start paying attention to companies’ fundamentals once again.

Britain has suffered through an omnicrisis for almost six months and recession looms on the horizon. And yet UK markets have been a bright spot, notes Rathbone Income Fund co-manager Alan Dobbie. What’s going on?

Head of fixed income Bryn Jones explains why even the most tenacious equity bulls are starting to acknowledge that the era of ‘there is no alternative’ to stocks is finally done.