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Review of the week: Steady as she goes
Last Updated: September 30, 2025
Markets pottered along last week, shrugging off some disappointing American data. Our chief investment officer Julian Chillingworth looks ahead to lots of central banking news and political posturing.
Snakes and Ladders
Last Updated: September 30, 2025
Another deadline, another delay to Brexit – and now another election on top. Meanwhile, the tennis match between China and the US over trade continues, notes our chief investment officer Julian Chillingworth.
Review of the week: Christmas wishlists
Last Updated: September 30, 2025
With the UK economy creaking under the weight of Brexit preparations, the election campaign is well and truly underway. Can the parties’ shower of gifts for voters really be paid for, wonders chief investment officer Julian Chillingworth.
Review of the week: Out in the cold
Last Updated: September 30, 2025
While the US continues to dally over a trade deal with China, Russia has forged one of steel and gas with the Eastern giant. Chief investment officer Julian Chillingworth ponders a gas pipeline in frozen Siberia.
Review of the week : A Christmas Carol
Last Updated: September 30, 2025
Boris Johnson has won a strong mandate to get on with his Brexit deal, sending sterling shooting higher. But there’s something unusual going on with UK stocks, notes chief investment officer Julian Chillingworth.
Review of the week: Sky rockets in flight
Last Updated: September 30, 2025
Stock markets went bananas last year as China and the US appeared to finally agree on trade. But then the killing of a top Iranian general set off geopolitical fireworks. Chief investment officer Julian Chillingworth mulls the consequences.
Is the winter of austerity ending?
Last Updated: September 30, 2025
Global markets have been focusing on US rate cuts over the past few months. But investors are increasingly looking to governments to stimulate growth, with a record 57% of fund managers saying fiscal policy is too restrictive, according to a recent survey of fund managers by Bank of America Merrill Lynch.
Review of the week: America first
Last Updated: September 30, 2025
China and the US have signed a one-sided trade deal that has got investors excited about the year ahead. Chief investment officer Julian Chillingworth notes recession concerns have been well and truly supplanted.
Review of the week: The king of viruses?
Last Updated: September 30, 2025
An aggressive flu has disrupted the Chinese New Year and put the world on high alert. Chief investment officer Julian Chillingworth thinks it’s a bit early to panic, but that could soon be overtaken by a fast-moving virus.
Still pursuing green
Last Updated: September 30, 2025
Review of the week: Pandemics and ‘infodemics’
Last Updated: September 30, 2025
The Wuhan virus continues to spread, pushing stock markets lower and freaking people out the world over. We have more to fear from a misinformation and panic, notes chief investment officer Julian Chillingworth.
Review of the week: Fisheries and finance
Last Updated: September 30, 2025
Will the pull of the heart prevail against the mind in Brexit negotiations? Will a nasty outbreak of flu be the start of a beautiful friendship between Trump and Xi? Chief investment officer Julian Chillingworth is dubious.