Markets pottered along last week, shrugging off some disappointing American data. Our chief investment officer Julian Chillingworth looks ahead to lots of central banking news and political posturing.
Stopping to remember is an important thing. Chief investment officer Julian Chillingworth outlines the week ahead.
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
There is a growing investor demand for sustainable products, with 168 new funds launched in the first half of 2019 alone. But how long will it be before ESG becomes mainstream?
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.