Nothing hurts more than expecting a cheque yet receiving a bill. Unfortunately, this is happening to millions of Americans right now, explains chief investment officer Julian Chillingworth.
Almost two hours late and on his third pair of trousers, our head of multi-asset investments, David Coombs, isn’t in the mood for half-baked equivocations by UK company managers.
Investors seem to be flitting between fear and optimism in an increasingly erratic manner. Hopes for a soft-touch Federal Reserve seem to be driving most of the optimism, notes chief investment officer Julian Chillingworth.
After weeks of touring both the UK and the Continent to set out his team’s thinking for the year ahead, David Coombs has ended his journeys with a bang. Find out why our head of multi-asset investments was weirdly comforted to find himself in a hedge a few hundred metres from the M4.
Markets took a dive in December, but we think panicked investors may have got ahead of themselves. Chief investment officer Julian Chillingworth explains why things are relatively ok for global growth, but perhaps not so much for the UK.
As Christmas approaches, US President Donald Trump has played the Grinch to US Federal Reserve Chair Jay Powell’s Santa Claus. Chief investment officer Julian Chillingworth thinks investors are getting too riled about 2019 growth, but their soured mood could linger.
David Coombs tried as hard as he could to buy a suit from the high street, but they just weren’t selling. Our multi-asset investments head worries deep-seated problems are behind poor performance from UK retailers.
In some ways, the US and UK are more alike than ever: both are wrestling with their identities as nations. And yet the Special Relationship is a study in contrasts economically, notes chief investment officer Julian Chillingworth.