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.
As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures.
The infectiousness of COVID-19 means economic growth is often bundled with new cases. Governments, people and businesses have to make hard choices, argues chief investment officer Julian Chillingworth, and the conundrum isn’t going away soon.