The journey begins
After many debates, votes and faff, the UK is just about ready to start leaving the EU. Chief investment officer Julian Chillingworth takes a look at the year ahead and the one just gone.
Review of the Week : A Christmas Carol
Boris Johnson has won a strong mandate to get on with his Brexit deal, sending sterling shooting higher. But there’s something unusual going on with UK stocks, notes chief investment officer Julian Chillingworth.
Year in Review Masterclass | December 2019
2019 has been a year dominated by geopolitical uncertainty from factors ranging from Brexit to Trump and trade wars, but how have markets reacted? Julian Chillingworth, Chief Investment Officer discusses some of the surprise stories of the year, and outlining what to look out for in 2020
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Review of the week: Back to the future
"Making America great again” was always a paean to Ronald Reagan’s 1980s, so it makes sense that the Donald is turning the clock back on global trade. Chief investment officer Julian Chillingworth takes a trip down memory lane.
Review of the week: Out in the cold
While the US continues to dally over a trade deal with China, Russia has forged one of steel and gas with the Eastern giant. Chief investment officer Julian Chillingworth ponders a gas pipeline in frozen Siberia.
Chart of the week: Labour’s tax plans could curb growth
But within international ‘norms’
Review of the week: Christmas wishlists
With the UK economy creaking under the weight of Brexit preparations, the election campaign is well and truly underway. Can the parties’ shower of gifts for voters really be paid for, wonders chief investment officer Julian Chillingworth.
Chart of the week: Value wasn't always out of favour
Will it eventually come back?
Snakes and Ladders
Another deadline, another delay to Brexit – and now another election on top. Meanwhile, the tennis match between China and the US over trade continues, notes our chief investment officer Julian Chillingworth.