Call it pluck or devil-may-care recklessness, the UK has committed to diving out of the EU completely in 2021, deal or no deal. Chief investment officer Julian Chillingworth takes stock of the situation.
People are extremely adaptable as prolonged lockdowns have shown. Yet chief investment officer Julian Chillingworth ponders how changes to the way we live will shake out in the coming months and years.
After the pandemic response, outstanding UK government debt is now as big as the whole economy. But that’s not necessarily an alarm bell, says chief investment officer Julian Chillingworth, as long as it’s spent on the right things.
UK GDP fell off a cliff during the lockdown. That shouldn’t be a surprise, argues chief investment officer Julian Chillingworth, shutting down commerce was the point.
Stock markets are soaring higher as the developed world starts to relax lockdowns. Yet the virus is spreading rapidly in the emerging world, notes chief investment officer Julian Chillingworth, and there’s still a chance of a second wave in the West.
America seems chaotic from the top down. Yet, if you look hard at the bottom – main street – you can get a better idea of how the US is faring, argues chief investment officer Julian Chillingworth.
While we’re all theorising about whether looking at a castle is the best form of optometry, really important issues are going unaddressed. Chief investment officer Julian Chillingworth stays focused on what matters.
The government has unveiled its lockdown exit plan to mixed reception. Our chief investment officer Julian Chillingworth thinks attention is best paid elsewhere.