Are the bears in hibernation, or just napping?
People are extremely adaptable as prolonged lockdowns have shown. Yet chief investment officer Julian Chillingworth ponders how changes to the way we live will shake out in the coming months and years.
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.
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.
Lockdown was much different back in the 1970s – we didn’t even know we were in lockdown. Our head of fixed income Bryn Jones thinks we’ve come a long way over his lifetime.
Listen to Edward Smith, Head of Asset Allocation Research, sharing his views on the markets and how we are continuing to manage portfolios during this unprecedented time.
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.
