Investors have piled into gold as the reality of US-China diplomacy starts to resemble Aesop’s fabled fox and stork. Chief investment officer Julian Chillingworth also ponders whether US tech shares are priced for perfection as he looks ahead to some big earnings results this week.
As COVID-19 hits demand more than supply, prices should hold to their moorings
Are the bears in hibernation, or just napping?
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.
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.
Despite some large price swings, gold has solid underpinnings
The prolonged coronavirus lockdown will have lasting economic and social impacts around the world. Here our investment team consider four key areas where things may never be the same again.
Our lives have been turned upside down by the coronavirus crisis, which is having a profound impact on the global economy and financial markets. Governments are working hard not just to slow the spread of the virus but also to help businesses and their employees. They've announced a range of extraordinary measures, which are being supported by action from central banks.
Austerity is the latest victim as the largest giveaway since 1992 is unleashed.
