For months, the American economy has shrugged off a muddled response to the pandemic, posting better-than-expected numbers. Reality may finally have caught up, notes chief investment officer Julian Chillingworth.
With the groundwork laid for a rapid recovery, equity markets reflected continued optimism in June. But as chief investment officer Julian Chillingworth notes, significant risks remain.
COVID-19 has delivered another blow to Britain’s retailers, and that will have an impact on the High Street. But the powers of creative destruction always generate fresh opportunities, too. Can the hearts of our towns and cities find a new life and raison d’être?
The situation is a bit foggy right now, so investors are trying to figure out whether economies and companies are generally heading in the right direction. Chief investment officer Julian Chillingworth rounds up earnings and inflation.
The global economy is reopening for business as the COVID-19 virus recedes, and the groundwork has been laid for a speedy recovery by massive government and central bank stimulus.
Call it pluck or devil-may-care recklessness, the UK has committed to diving out of the EU completely in 2021, deal or no deal. Chief investment officer Julian Chillingworth takes stock of the situation.
Sparring with travel providers over COVID kerfuffles brings home the importance of customer service for head of multi-asset investments David Coombs. For him, it’s worth paying for.