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Review of the week: Pick a tribe
Last Updated: September 30, 2025
When facts become contested emotion unseats the rule of reason, muses chief investment officer Julian Chillingworth. And emotion is the enemy of compromise.
Review of the week: Mutiny on the Bounty
Last Updated: September 30, 2025
The Conservatives are falling over themselves to replace the Prime Minister, even as she doggedly works on her deal. Meanwhile, America fires another shot at China in the trade war.
Review of the week: A strong message
Last Updated: September 30, 2025
After years of arguments and hollering over Brexit, most Brits didn't even bother voting in the EU elections. Julian Chillingworth lays out how Nigel Farage's big win could affect mainstream party policies.
Silicon Valley feels like the Roman Empire
Last Updated: September 30, 2025
It’s where budding tech entrepreneurs want to be, it’s the engine room of the West Coast that accounted for 60% of all US private equity dollars invested in 2018. It is arguably Rome for the digital 21st century.
Review of the week: Get with the programme
Last Updated: September 30, 2025
Unlike with South American asylum seekers, tanks and razor wire won’t keep climate change from encroaching on your borders. Chief investment officer Julian Chillingworth looks at the latest US tariff threats.
Review of the week: Mexican stand off
Last Updated: September 30, 2025
The week starts with a temporary reprieve in the Mexican stand-off, but will it last? Chief investment officer Julian Chillingworth looks at the prevailing winds in US trade rhetoric, the hot air here at home and the anti-trust threat heating up for America’s tech giants.
White collar robots
Last Updated: September 30, 2025
Artificial intelligence is coming for your job. There are benefits and drawbacks to this, Rathbones head of multi-asset investments David Coombs notes, but he thinks society will end up taking it in its stride.
When I’m 64
Last Updated: September 30, 2025
Nobody knows what the future holds, but we hope you enjoy David’s ‘predictions’ of what might happen before he turns 64.
Review of the week: All eyes on the money printers
Last Updated: September 30, 2025
These days, when markets get a bit rocky investors shuffle their feet and hint to central bankers that firing up the money presses would be a great idea. Our chief investment officer Julian Chillingworth sets the scene for a potentially blockbuster week of monetary policy.
Review of the week: Can warm words stop a cold war?
Last Updated: September 30, 2025
Last week chief investment officer Julian Chillingworth set the scene for what proved to be a week of happy mood music from major central banks. This week all ears will be tuned to the G20 summit of world leaders in the hope of hearing more of the same on the trade front.
Review of the week: Unmoored
Last Updated: September 30, 2025
US stocks posted their strongest first-six-month performance in decades this year. This boom is a bit incongruous considering many of the risks that have dogged investors in 2019 notes our chief investment officer, Julian Chillingworth.
Review of the Week: Busting the narrative
Last Updated: September 30, 2025
After getting all fired up for interest rate cuts, decent American economic data spoiled the mood last week. Our chief investment officer, Julian Chillingworth, notes the growing disconnect between investors’ expectations and economic reality.