In the KNOW blog
The eyes of the world will be watching the COP26 global climate summit next week. Our stewardship director Matt Crossman asks: what will make it a good COP? And how will we know if it’s a bad one?
Reopening economies have strained global networks of distribution and upended labour markets. Silver linings though: it’s saved our head of multi-asset investments David Coombs £85.
Environmental impacts, health awareness and growing intolerances are rapidly changing people’s appetites. Our head of multi-asset investments, David Coombs, has been gluten-free since before the kids started doing it, so he believes he has some wisdom to share.
The petrol crunch has caught out Will McIntosh-Whyte, our multi-asset portfolios fund manager, much to the glee of his electric car owning stepfather.
Hours-long queues for petrol focuses the mind on the importance of businesses that have been dismissed as ‘old-economy’. Rathbone Income Fund co-manager Carl Stick explains why he’s been adding to a few of them this year.
Subscription-driven cash flows have been the gold standard for many industries for decades now. Senior multi-asset investment specialist Craig Brown takes pause at coffee-as-a-service.
Punchy valuations for high-growth stocks are at risk of getting upended by any rise in bond yields. Our head of multi-asset investments, David Coombs, explains why he’s building up his cash.
Only comedians can insult their customers, notes head of multi-asset investments David Coombs. If change needs to come, stewards usually get better results.