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.
With summer fading into memory, a long uncertain winter of social distancing lies ahead. It’s easy to feel gloomy, but as chief investment officer Julian Chillingworth argues, we should try not to buy into the doom.
As COVID-19 continues to affect our lives and influence economic activity around the world, there’s lots of uncertainty about what the future holds. Localised outbreaks and lockdowns are possible anywhere until a vaccine is found, with the level of unemployment likely to be the key factor driving the pace of the recovery over the next couple of years.
The government started the fourth quarter with the political equivalent of a kitchen-sinking. Best to focus your attention elsewhere, argues chief investment officer Julian Chillingworth, like better-than expected economic data and the potential for monetary stimulus.
There’s so much going on that it can seem like nothing in isolation makes any difference. That’s not true, argues chief investment officer Julian Chillingworth. Every decision matters.
Depending on what lens you choose, the value of equities can vary widely. We’ve looked through as many as we can, and we’re maintaining a vigilant optimism.
We explore what it means to invest responsibly in our rapidly changing world, we make the case for a responsible recovery – building back better from COVID-19.
As winter approaches, the news looks glum. Yet we should take heart from our ability to adapt, argues chief investment officer Julian Chillingworth.