A worrying new strain of COVID-19 has rattled investor confidence, while further complicating the unusually broad spread of paths for inflation and interest rates. But the economic recovery remains resilient.
Scaredy-cat David Coombs, our head of multi-asset investments, explains why assets with overly reverent devotees give him the creeps.
Pumped up on monetary and fiscal boosters, global equity valuations soared over the summer. In this latest blog chief investment officer Julian Chillingworth ponders whether investor sentiment has lost some of its natural immunity to setbacks.
As our offices start to fill back up again, we may not be sitting as comfortably as we might have hoped. But we do have reasons to stay cheerful.
The looming Olympics must be on the mind of our head of multi-asset investments David Coombs, as he discusses the outlook for the UK.
With summer fading into memory, a long uncertain winter of social distancing lies ahead. It’s easy to feel gloomy, but as chief investment officer Julian Chillingworth argues, we should try not to buy into the doom.
2019 started with the glass half empty and ended with the glass half full. Then markets were jolted by a US missile attack as the new year began, and chief investment officer Julian Chillingworth ponders whether recent positive signs can become lasting trends in 2020.
Investors are galloping from one extreme to the other in all sorts of markets. But nothing is black and white, warns chief investment officer Julian Chillingworth, so investors should try to focus on the longer term effects and ignore short-term craziness.