Mario Draghi has effectively turned the money printer on and walked out of the European Central Bank. Chief investment officer Julian Chillingworth takes a look at the state of the Continent.
The honeymoon for US tech giants may be over, but is it time to break up? Chief investment officer Julian Chillingworth discusses the intensifying antitrust scrutiny of America’s tech titans and how their future may rest on political machinations.
Stocks soared to new highs in June, but more pessimistic bond markets tolled a more ominous note amid weaker growth, falling earnings, trade tussles and other troubles. Chief investment officer Julian Chillingworth considers the mixed messages coming from stocks and bonds.
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.
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.
Our head of multi-asset investments, David Coombs, gazes into his crystal ball as he prepares for 2019.
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.