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.
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.
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.
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.
An aggressive flu has disrupted the Chinese New Year and put the world on high alert. Chief investment officer Julian Chillingworth thinks it’s a bit early to panic, but that could soon be overtaken by a fast-moving virus.
China and the US have signed a one-sided trade deal that has got investors excited about the year ahead. Chief investment officer Julian Chillingworth notes recession concerns have been well and truly supplanted.
Stock markets went bananas last year as China and the US appeared to finally agree on trade. But then the killing of a top Iranian general set off geopolitical fireworks. Chief investment officer Julian Chillingworth mulls the consequences.
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.
We don’t know about you, but over the past year or so we got into the habit of buying our travel money extremely far in advance of holidays.
Soon after the referendum result of 2016 – when sterling fell like an elephant with a ball and chain on its leg – there was a period when you held off because you thought the exchange rate could possibly, maybe, should be, better next week. That time of timid hope bled away when the pound slipped below €1.15 and camped out for more than a year.