In the KNOW blog
The latest news and views from our professional adviser blog
Euro summer: More than just airlines could be delayed
As the socials get blitzed with people gearing up for Euro summer, our multi-asset equity analyst Emma Letheren is dispatched to Paris to scout companies. She finds a rare optimism among them, but old doubts die hard.
3 mins
Powering efficiency
A wave of disappointing headlines about our battle against climate change and the move to cleaner energy doesn’t have equity investment specialist Michael Cumberlidge in a funk. He’s looking at the day-to-day improvements delivered by ever-better technology.
3 mins
Weather to vote?
A busy spring of AGMs has engagement analyst Jenny Twigg ready for a holiday. Before she heads off in search of sun, she explains why it pays to hear someone out before leaping to conclusions.
5 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.
6 mins
Moving beyond DE&I buzzwords
In light of intense political scrutiny of corporate diversity, equity and inclusion (DE&I) practices, our engagement analyst Jenny Twigg explains why ditching DEI could prove painfully short-sighted.
4 mins
Clowns and dragons
Fantastical blockbusters like House of the Dragon aren’t for our head of multi-asset investments David Coombs. For him, nothing beats a gritty realistic drama. Besides, you can’t dream up anything crazier than real life in the year 2025.
6 mins
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