Filters
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.
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.