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This too shall pass
Last Updated: September 30, 2025
Amid an alphabet soup of economic forecasts, chief investment officer Julian Chillingworth looks for the ingredients of a lasting recovery.
Review of the week: A matter of perception
Last Updated: September 30, 2025
While we’re all theorising about whether looking at a castle is the best form of optometry, really important issues are going unaddressed. Chief investment officer Julian Chillingworth stays focused on what matters.
Review of the week: Injustice burns
Last Updated: September 30, 2025
America seems chaotic from the top down. Yet, if you look hard at the bottom – main street – you can get a better idea of how the US is faring, argues chief investment officer Julian Chillingworth.
Review of the week: KA-boom
Last Updated: September 30, 2025
Stock markets are soaring higher as the developed world starts to relax lockdowns. Yet the virus is spreading rapidly in the emerging world, notes chief investment officer Julian Chillingworth, and there’s still a chance of a second wave in the West.
Review of the week: What lockdown looks like
Last Updated: September 30, 2025
UK GDP fell off a cliff during the lockdown. That shouldn’t be a surprise, argues chief investment officer Julian Chillingworth, shutting down commerce was the point.
Review of the week: Money showers
Last Updated: September 30, 2025
After the pandemic response, outstanding UK government debt is now as big as the whole economy. But that’s not necessarily an alarm bell, says chief investment officer Julian Chillingworth, as long as it’s spent on the right things.
Tax-efficient ways to give
Last Updated: September 30, 2025
The coronavirus is hurting the pockets of many charities, but the British tax system is remarkably generous to those who want to help.
When a habit becomes a trend
Last Updated: September 30, 2025
His heart is in Santorini, his head is in rural Wiltshire and his cash is in the freezer. Head of multi-asset investments David Coombs grapples with lockdown realities and the changes they could bring to shopping.
Running hot
Last Updated: September 30, 2025
The thermometers are popping all over the country, so our mad head of fixed income decides to do a marathon. Bryn Jones takes action on climate change and assesses the US.
Review of the week: Independence Day lockdown
Last Updated: September 30, 2025
People are extremely adaptable as prolonged lockdowns have shown. Yet chief investment officer Julian Chillingworth ponders how changes to the way we live will shake out in the coming months and years.
Review of the week: Tally ho!
Last Updated: September 30, 2025
Call it pluck or devil-may-care recklessness, the UK has committed to diving out of the EU completely in 2021, deal or no deal. Chief investment officer Julian Chillingworth takes stock of the situation.
Review of the week: Looking ahead
Last Updated: September 30, 2025
The situation is a bit foggy right now, so investors are trying to figure out whether economies and companies are generally heading in the right direction. Chief investment officer Julian Chillingworth rounds up earnings and inflation.