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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.
What a more flexible Fed means for investors everywhere
Last Updated: September 30, 2025
The Fed, America’s central bank, has a dual mandate, to maintain stable prices for the goods and services that households want to purchase, and promote maximum employment, which means that everyone who wants a job can get one. Congress formalised this mandate in 1977, but the Fed has been guided by it since the 1946 Employment Act, passed to help ensure Americans were rewarded for their efforts during World War II with a good standard of living.
Review of the week: Thanksgiving may be a super-spreader; will vaccine news bring holiday cheer?
Last Updated: September 30, 2025
Thanksgiving may be a super-spreader event this year, as governments around the world try to plan their way through the upcoming festive season. But investors have been given a boost from good vaccine news.
Writing in the time of corona
Last Updated: September 30, 2025
In March, Paul Farley, Chair of Judges for the Rathbones Folio Prize 2020, delivered the prize-giving speech from his Lancashire garden. “You’ll have to imagine there’s a party — a podium, flutes of house prosecco, the din of assembled guests,” he said.
Review of the week: Making sense of the numbers
Last Updated: September 30, 2025
Stock markets shot the lights out in November as news of promising vaccines hit the wires. The realities of distribution have lessened the glow a bit recently, leading investors to start reassessing their approach.
Specialist ETFs offer unique opportunities and risks
Last Updated: September 30, 2025
Some specialist exchange-traded funds (ETFs) are all the rage at the moment, like ‘working from home stocks’ or Biden and Trump baskets, which selected stocks according to whether they were likely to benefit from a victory by the respective candidate. But this approach can go wrong, which is why it’s important to take a close look under the hood before investing in ETFs.
Staying balanced
Last Updated: September 30, 2025
With a clutch of vaccines on the way soon, equity markets were in a buoyant mood in November. But there are still a lot of things we don’t know – and even some things we don’t know that we don’t know…