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Review of the week: Big trouble in the desert
Last Updated: September 30, 2025
A small-time war at the southern tip of the Middle East has spilled over into one of the world’s most important oil producers. Our chief investment officer Julian Chillingworth explains how it flared up and where the flames might be headed.
Review of the week: Breaking point
Last Updated: September 30, 2025
The Supreme Court is set to rule on Boris Johnson’s parliamentary chicanery, but what difference does it make anyhow? Chief investment officer Julian Chillingworth despairs at a seemingly interminable impasse.
Signs of weaker growth are less worrying than they first appear
Last Updated: September 30, 2025
A broader swathe of economic indicators — of the recent past, present and future — have fallen to indisputably weaker levels than at any time since the 2008 global financial crisis. That means we have more reasons than at any time over the past decade to be worried about the outlook for the US and global economies over the next 12 months.
Staying safe in a crowded harbour
Last Updated: September 30, 2025
Bond markets should be an investor’s safe haven, but in today’s world things aren’t as simple as they used to be. Rathbone High Quality Bond Fund manager Noelle Cazalis explains how she tries to play it safe.
Review of the week: Is this the bottom?
Last Updated: September 30, 2025
Political scandals have erupted on both sides of the Atlantic, yet politics are in such a state that it might not matter. Chief investment officer Julian Chillingworth takes a look.
Review of the week: Another week, another low
Last Updated: September 30, 2025
American economic measures took a dive early last week, taking equity markets with them. Chief investment officer Julian Chillingworth reckons upcoming quarterly earnings releases will set the tone for the winter.
Review of the week: Breakthrough (maybe)
Last Updated: September 30, 2025
Politics brought a bit of joy to investors last week, with headway made in both the trade war and Brexit. A few more happy surprises could break the gloom, notes our chief investment officer, Julian Chillingworth. Bond investors should be warned.
Review of the week: The fog of Brexit
Last Updated: September 30, 2025
On the anniversary of Nelson’s great victory in the Battle of Trafalgar, Chief investment officer Julian Chillingworth ponders Boris Johnson’s battle to leave the EU on 31 October after parliament’s latest blockade.
Review of the week: Trick or treat
Last Updated: September 30, 2025
As Halloween approaches, the threat of a ‘no-deal’ Brexit has retreated. Our chief investment officer, Julian Chillingworth, outlines a new plan for keeping tabs of the Brexit electoral games.
Vibrant capitalism and Silicon Valley: the secret sauce of US equities
Last Updated: September 30, 2025
In 1962, a young Stanford graduate and former middle distance runner named Phil Knight sold his car and bought a ticket to Japan, at the time a leading supplier of sprinting shoes. Once there he persuaded a local manufacturer, Onitsuka, to grant him exclusive distribution rights over its Tiger line in the Western US. The business he built on the back of the agreement became the $100 billion powerhouse Nike, while Tiger trainers’ original owner, now renamed Asics, is listed in Japan with a market value of about $3 billion.
Review of the week: Building trust
Last Updated: September 30, 2025
By knowing more about a problem and its solution, you can fix it. But you can also con people. Chief investment officer Julian Chillingworth draws parallels between politicians and economists and builders and mechanics.
Review of the week: Of Laughter and Forgetting
Last Updated: September 30, 2025
Stopping to remember is an important thing. Chief investment officer Julian Chillingworth outlines the week ahead.