What a more flexible Fed means for investors everywhere
Do changes at The Fed mean low rates forever?
Review of the week: The race to roll out a vaccine is on as markets soar
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.
Review of the week: Telling stories
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.
Emerging market debt looks less risky with inflation under control
A paradigm shift
Review of the week: Here we go again
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.
Review of the week: The spooky season
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.
Will equities struggle to reach new highs as the economy recovers?
Global earnings expectations seem unreasonably high for 2021, despite the distinct possibility of continued economic weakness into next year. The most optimistic forecasts for global economic growth would still put the world’s GDP about 3—4% below pre-pandemic levels.
Review of the week: Predicting the unpredictable
Biden has taken the edge in the polls but previous experience begs the question: do polls really matter? Our chief investment officer, Julian Chillingworth, mulls the possible outcomes of the US election and the effectiveness of the UK government’s spending packages.
Building your charity’s resilience in a post-COVID environment
The past six months have been times of unprecedented uncertainty and disruption for charities. This brief guide looks at how sound governance and financial planning can help charities navigate this and future crises.
