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Home › International › Economic and market insights › Monthly market commentary

Monthly market commentary

Managing expectations

The hard data is coming in and so far companies have fared better through the pandemic than expected. Just how long complete recovery will take no one knows, but as chief economist Julian Chillingworth notes, we maintain our long-held belief in the human capacity to co-operate and solve problems.  

13 August 2020
Are the bears in hibernation, or just napping?

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.

15 July 2020
Easy does it

Economic statistics fell off a cliff in May, but as chief investment officer Julian Chillingworth notes, investors were already anticipating a big bounce as economies began to reopen.

22 June 2020
This too shall pass

Amid an alphabet soup of economic forecasts, chief investment officer Julian Chillingworth looks for the ingredients of a lasting recovery. 

20 May 2020
March madness

Markets are jig-jagging like a frightened hare as wholesale lockdowns and extraordinary stimulus have streaked across the globe. Our chief investment officer Julian Chillingworth reports on the month.

24 April 2020
Expect the unexpected

As Covid-19 rattles markets and investors scramble for safety,. our chief investment officer Julian Chillingworth considers the longer-term implications for the global economy and also looks at the narrowing Democratic primary race to take on Donald Trump.

17 March 2020
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.

19 December 2019
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.

20 November 2019
Blinkers are for horses

Investors are galloping from one extreme to the other in all sorts of markets. But nothing is black and white, warns chief investment officer Julian Chillingworth, so investors should try to focus on the longer term effects and ignore short-term craziness. 

21 October 2019
A last gasp

At his penultimate meeting, outgoing President of the European Central Bank (ECB) Mario Draghi announced a series of measures to ease monetary policy in the listless region.

31 August 2019