In the KNOW blog
The latest news and views from our professional adviser blog
Reasons to be cheerful
With a tough winter approaching, our head of multi-asset investments David Coombs has dusted off the barbell. All the exercise has made him chirpier than usual.
Read time: 4 mins
Tomorrow Never Knows
After a hard day’s night investing clients’ cash, our head of multi-asset investments David Coombs has neglected his own savings. Yet given the Bank of England’s tough stance, are there now savings rates worth shouting about?
Read time: 3 mins
My Generation (Z)
If you have to ask what’s going on, you’re too old. Lucky for you, our sustainable multi-asset investment specialist Rahab Paracha is (almost) young enough to get down with the kids.
Read time: 5 mins
Snubscriptions
With inflation running hot, senior multi-asset investment specialist Craig Brown takes stock of his forgotten subscriptions.
Read time: 4 mins
Peak inflation?
As our head of multi-asset investments David Coombs balks at the cost of a couple of cups of coffee, he explains why he thinks inflation may be getting close to peaking.
Read time: 3 mins
Can cloud computing withstand the heat?
With inflation as hot as London in July, the technology sector has been buffeted more than most. But equity analyst Ben Derber explains why cloud computing may prove to be especially resilient.
Read time: 2 mins
Bye Bye Bojo
As the Conservative Party spends the summer trying to find a new leader our head of multi-asset investments David Coombs looks at the potential impact on economic strategy.
Read time: 4 mins
Silver linings in the cloud?
Structural, long-term investment themes are particularly important at the moment as investors worry about the short-term outlook for many businesses. Equity analyst Ben Derber argues that cloud computing should enjoy a decade-long spending boom as enterprises seek to harness the benefits of this powerful new technology.
Read time: 4 mins
Strikes are a warning for all
Strikes are synonymous with railway workers these days, but the reasons behind the latest one affect everyone, argues our multi-asset portfolios lead manager, David Coombs. Wages have stagnated for years, yet higher inflation is now making that untenable.
Read time: 4 mins
Valuation matters
While the drops in the prices of some of the world’s hottest (and most expensive) stocks are eye-watering, Rathbone Income Fund managers Carl Stick and Alan Dobbie argue there’s a reason for the extent of the falls. They ask: did too many investors simply forget that valuation matters.
Read time: 4 mins
The high cost of low prices
We’ve all got used to cheap flights, meals and clothes, but it was all predicated on low wages in many sectors, argues David Coombs, our head of multi-asset investments.
Read time: 4 mins
A significant milestone and a turning point?
As the UK gears up for its first-ever Platinum Jubilee, the Rathbone Ethical Bond Fund is celebrating its own historic milestone. Fund Manager Bryn Jones looks at what might lie ahead as bond markets move into a new cycle and the transition towards a greener, more circular economy gains still more momentum.
Read time: 4 mins