Filters
Review of the week: Markets slip on oil
Last Updated: September 30, 2025
As Saudi Arabia fires the first shot in an oil price war, our chief investment officer Julian Chillingworth considers the longer-term implications in light of the Covid-19 epidemic. He also looks at the surprising results of Super Tuesday and the narrowing Democratic race for the White House.
Update on market volatility: Covid-19 remains key
Last Updated: September 30, 2025
A plunge in oil prices has sent markets reeling, but the epidemic is still the main concern.
Review of the week: The fury of the storm
Last Updated: September 30, 2025
The pandemic has pounded global markets, spreading fear and upending commerce and people’s lives. Chief investment officer Julian Chillingworth plots a path through the chaos.
Review of the week: Throwing the kitchen sink
Last Updated: September 30, 2025
The UK government has unveiled a phenomenal package of support to try to stem layoffs and backstop society. Now people have to lend their support to each other, argues our chief investment officer Julian Chillingworth.
Will Markets close, and what happens if they are?
Last Updated: September 30, 2025
Market volatility has been through the roof, with US stocks first falling rapidly and then shooting higher faster than at any time since the 1930s. Despite these jarring moves, financial markets are unlikely to close, argues our head of asset allocation research Ed Smith. Will the markets be closed, and what happens if they are?
Review of the week: The cavalry (finally) arrives
Last Updated: September 30, 2025
The pandemic is spreading rapidly in the US, which is now following the rest of the West into self-isolation. Beware of leverage and expect dividend cuts, warns our chief investment officer Julian Chillingworth.
Review of the week: The Eye of the Storm
Last Updated: September 30, 2025
Europe’s COVID-19 cases seem to be peaking, the UK has at least another fortnight to go and America’s problems seem to be only beginning. The world is now in a race against the clock, notes our chief investment officer Julian Chillingworth.
Review of the week: The Bramble Bush
Last Updated: September 30, 2025
With the virus outbreak still in full swing, some Western nations are already mulling a relaxation of lockdown. In the US, that has led to a showdown between the layers of government. These are tough decisions to make, notes our chief investment officer Julian Chillingworth.
Review of the week: Peak sadness
Last Updated: September 30, 2025
Stocks have shot higher even as people are laid off in droves and the virus continues to spread. Investors aren’t cheering misery, our chief investment officer Julian Chillingworth explains, they are trying to predict the future.
The AI opportunity: it’s more than just Nvidia
Last Updated: October 1, 2025
The AI revolution is more than just the handful of household names at the top of the S&P 500. Global equity analyst Siyuan Lin outlines just some of the businesses making up the diverse ecosystem needed for the technology to thrive.
Finding the perfect partner: where profit meets purpose
Last Updated: October 1, 2025
Finance often gets a bad rap – sometimes justified! – yet it’s a sector that looms large because of the extraordinary leverage it can bring to bear. As our sustainable investment analyst Neil Smith explains, when harnessed right, it can help create a whole lot of good.
Skipping a beat
Last Updated: October 1, 2025
Whether you love Trump or hate him, you can’t argue that he’s giving the world a tremendous shock. Multi-asset portfolios fund manager Will McIntosh-Whyte unpicks the good from the toxic and explains how he’s investing in the relationship.