In the KNOW blog

The implosion of one the largest crypto exchanges will be a massive shock to many holders of digital assets. Head of multi-asset investments David Coombs remembers a reality check of his own from 10 years ago.

Slowing economic growth, high inflation and rising interest rates are weighing heavily on global equity markets. Favouring different equity ‘styles’ is one way to try to protect portfolios. Head of equities Sanjiv Tumkur explains that stocks with strong ‘quality’ characteristics tend to outperform in economic slowdowns. So what defines a ‘quality’ company?

Working the doom-scrolling nightshift sends Rahab Paracha deep into the metaphorical forest on the problem of ‘greenwashing’. Our sustainable multi-asset investment specialist looks at the regulator’s proposed new rules to stamp the practice out among fund managers.

The UK government has shattered against a new generation of bond vigilantes. Halloween came early this year, notes multi-asset fund manager Will McIntosh-Whyte.

Property funds are stinging investors once again because of a run of redemptions. Senior multi-asset investment specialist Craig Brown notes their net asset values are in a happy superposition right up till the point they get measured.

Fashion companies are falling over themselves to show they are improving their questionable sustainability credentials. Yet some of their marketing has got ahead of realities of the shop floor, notes sustainable multi-asset investment specialist Rahab Paracha.

The UK government has given a textbook example of how not to deliver a message. Our multi-asset portfolios fund manager David Coombs picks over the wreckage and finds coherence, but poor execution.

The world has fundamentally changed, argues Rathbone Income Fund co-manager Carl Stick. Higher interest rates and higher inflation mean that cash earned today rather than tomorrow has become much more valuable.

London has been extremely busy in a sun-drenched summer, yet a difficult winter looms. Sustainable multi-asset investment specialist Rahab Paracha asks whether luxury brands are a counterintuitive way to invest defensively in a recession.