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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.
Unlearning what you think you know about government budgets
Last Updated: September 30, 2025
You will have heard a lot of criticism from politicians lately of the ‘other party’s’ policies. The charge that they are ‘unaffordable’ can gain a lot of credence. Voters listen because they spend a lot of time worrying about the budgets of their own households or businesses, and make the intuitive leap that government budgets are the same — that there is a certain tolerable limit to how much debt you can take on, and there are some things you just can’t afford.
Review of the week: No love lost
Last Updated: September 30, 2025
This year Valentine’s Day was clouded by news of Chancellor Sajid Javid leaving Number 11 and the ongoing spread of coronavirus around the globe. But the markets took it all in their stride, notes chief investment officer Julian Chillingworth.
Review of the week: Fear spreads too
Last Updated: September 30, 2025
As economic fears spread along with the widening global outbreak of coronavirus, our chief investment officer Julian Chillingworth considers the implications for investors. He also ponders whether the economy will continue to be a ‘Trump’ card for the US President as November elections approach.
Review of the week: A long shadow
Last Updated: September 30, 2025
As markets take a respite from their worst week of selling since the dark days of the Lehman’s collapse, our chief investment officer Julian Chillingworth considers the longer-term implications for investors, and also looks at the narrowing Democratic primary race to take on Donald Trump.