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Review of the week: Otherwise fine
Last Updated: September 30, 2025
As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures. Chief investment officer Julian Chillingworth is chipper enough, albeit with an umbrella under his arm.
Review of the week: Balancing act
Last Updated: September 30, 2025
The infectiousness of COVID-19 means economic growth is often bundled with new cases. Governments, people and businesses have to make hard choices, argues chief investment officer Julian Chillingworth, and the conundrum isn’t going away soon.
Review of the week: Post-holiday blues
Last Updated: September 30, 2025
As winter approaches, the news looks glum. Yet we should take heart from our ability to adapt, argues chief investment officer Julian Chillingworth.
Review of the week: Time flies
Last Updated: September 30, 2025
There’s so much going on that it can seem like nothing in isolation makes any difference. That’s not true, argues chief investment officer Julian Chillingworth. Every decision matters.
Review of the week: Computer says no
Last Updated: September 30, 2025
The government started the fourth quarter with the political equivalent of a kitchen-sinking. Best to focus your attention elsewhere, argues chief investment officer Julian Chillingworth, like better-than expected economic data and the potential for monetary stimulus.
Review of the week: Predicting the unpredictable
Last Updated: September 30, 2025
Biden has taken the edge in the polls but previous experience begs the question: do polls really matter? Our chief investment officer, Julian Chillingworth, mulls the possible outcomes of the US election and the effectiveness of the UK government’s spending packages.
Review of the week: Sliced and diced
Last Updated: September 30, 2025
We all try to structure our financial affairs as efficiently as possible, so we have more money to do what we want with our lives. Yet sometimes our financial affairs start to affect the structure of our lives and our communities, notes chief investment officer Julian Chillingworth.
Review of the week: The spooky season
Last Updated: September 30, 2025
Halloween is stuffed full of potential frights this year and a bit light on the fun. Chief investment officer Julian Chillingworth tiptoes around Brexit, US elections and earnings season.
Review of the week: Here we go again
Last Updated: September 30, 2025
England will soon plunge back into lockdown. It shouldn’t be as economically painful as the first time around, says chief investment officer Julian Chillingworth. But it won’t be good.
US election: result delayed doesn’t mean result denied
Last Updated: September 30, 2025
The rule of law should prevail and the recovery continue, though a long delay could weaken it
Review of the week: Telling stories
Last Updated: September 30, 2025
When it comes to grabbing headlines and stealing attention, reality is at a disadvantage to imagination. Our chief investment officer, Julian Chillingworth, ponders what it means for politics and investments.
Review of the week: The race to roll out a vaccine is on as markets soar
Last Updated: September 30, 2025
News of a potentially viable vaccine is welcome, yet markets have rocketed back extremely quickly considering it is yet to be approved. With COVID-19 spreading rapidly once again, time is of the essence.