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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.
Review of the week: Too much oil
Last Updated: September 30, 2025
Crazy phenomena like negative oil prices will keep popping up over the coming months, warns our chief investment officer Julian Chillingworth. Investors will ignore most of it, but when they do panic, stocks could return to their March lows.
Victory is coming
Last Updated: September 30, 2025
This Friday we remember the victory of an older generation. They won peace and reshaped the world, becoming a timeless example for humanity, argues our chief investment officer Julian Chillingworth.
Review of the week: Influencing behaviour
Last Updated: September 30, 2025
The government has unveiled its lockdown exit plan to mixed reception. Our chief investment officer Julian Chillingworth thinks attention is best paid elsewhere.
Review of the week: The most important resource
Last Updated: September 30, 2025
Our kids are going to lead us out of lockdown, as the government makes some tough decisions. Chief investment officer Julian Chillingworth looks at the tracking programme that will accompany the back-to-school drive.
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.