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

Monthly market commentary

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
The weight of a pound

A ghoulish Brexit is weighing on sterling and Donald Trump trade war with China is weighing on the Federal Reserve. Chief investment officer Julian Chillingworth looks at the effects of both.

05 August 2019
It doesn’t add up

Stocks soared to new highs in June, but more pessimistic bond markets tolled a more ominous note amid weaker growth, falling earnings, trade tussles and other troubles. Chief investment officer Julian Chillingworth considers the mixed messages coming from stocks and bonds. 

11 July 2019
New EU inmates take over the asylum

The world seemed to unravel further last month, with British voters electing members to the EU Parliament whose goal is to leave it, and Donald Trump continuing to wield his trade cudgel. Our chief investment officer Julian Chillingworth considers the implications.

20 June 2019
Mixed signals

Equity markets are in a happy mood, climbing through a fog of uncertainty with omens of recession tolling from the bond market. Julian Chillingworth, Rathbones chief investment officer, explains why we think it still makes sense to stay invested, but with vigilance.

17 April 2019
In context

Investors seem to be flitting between fear and optimism in an increasingly erratic manner. Hopes for a soft-touch Federal Reserve seem to be driving most of the optimism, notes chief investment officer Julian Chillingworth.

18 February 2019