As markets take a respite from their worst week of selling since the dark days of the Lehman’s collapse, our chief investment officer Julian Chillingworth considers the longer-term implications for investors, and also looks at the narrowing Democratic primary race to take on Donald Trump.
Safety sought in gold
As economic fears spread along with the widening global outbreak of coronavirus, our chief investment officer Julian Chillingworth considers the implications for investors. He also ponders whether the economy will continue to be a ‘Trump’ card for the US President as November elections approach.
Searching for fiscal green shoots
Introducing the, “In conversation” series, you’ll have the opportunity to hear and now see our fund managers provide their expert view in a short, engaging and digestible format.
This year Valentine’s Day was clouded by news of Chancellor Sajid Javid leaving Number 11 and the ongoing spread of coronavirus around the globe. But the markets took it all in their stride, notes chief investment officer Julian Chillingworth.
But is it more than just lip service?
Government budget balances are misunderstood. By politicians — sometimes wilfully — and even by some economists. So it’s no wonder then, if they’re misunderstood by the public.
Will the pull of the heart prevail against the mind in Brexit negotiations? Will a nasty outbreak of flu be the start of a beautiful friendship between Trump and Xi? Chief investment officer Julian Chillingworth is dubious.