Knowledge and Insight

Stopping to remember is an important thing. Chief investment officer Julian Chillingworth outlines the week ahead.

As bond yields hit the floor 

The yield curve has traditionally been a bond nerd’s playground. It has always struggled to go mainstream. But lately there’s been a lot of talk in the newspapers and on the radio about ‘the yield curve’ and how its ‘inversion’ is tolling our doom.

By knowing more about a problem and its solution, you can fix it. But you can also con people. Chief investment officer Julian Chillingworth draws parallels between politicians and economists and builders and mechanics.

Especially those it's meant to protect 

We’ve all heard the phrase ‘cash is king’. It gets used a lot when investors think the prices of other assets are getting too high and they would rather sit on cash while waiting for prices to fall.

As Halloween approaches, the threat of a ‘no-deal’ Brexit has retreated. Our chief investment officer, Julian Chillingworth, outlines a new plan for keeping tabs of the Brexit electoral games.

A deflationary bust is unlikely

Brexit is inching closer to resolution. We update our decision tree to help investors assess the possible paths forward.