Economic and market insight
Stock markets shot the lights out in November as news of promising vaccines hit the wires. The realities of distribution have lessened the glow a bit recently, leading investors to start reassessing their approach.
Thanksgiving may be a super-spreader event this year, as governments around the world try to plan their way through the upcoming festive season. But investors have been given a boost from good vaccine news.
News of a potentially viable vaccine is welcome, yet markets have rocketed back extremely quickly considering it is yet to be approved. With COVID-19 spreading rapidly once again, time is of the essence.
When it comes to grabbing headlines and stealing attention, reality is at a disadvantage to imagination. Our chief investment officer, Julian Chillingworth, ponders what it means for politics and investments.
England will soon plunge back into lockdown. It shouldn’t be as economically painful as the first time around, says chief investment officer Julian Chillingworth. But it won’t be good.
Halloween is stuffed full of potential frights this year and a bit light on the fun. Chief investment officer Julian Chillingworth tiptoes around Brexit, US elections and earnings season.
We all try to structure our financial affairs as efficiently as possible, so we have more money to do what we want with our lives. Yet sometimes our financial affairs start to affect the structure of our lives and our communities, notes chief investment officer Julian Chillingworth.
Biden has taken the edge in the polls but previous experience begs the question: do polls really matter? Our chief investment officer, Julian Chillingworth, mulls the possible outcomes of the US election and the effectiveness of the UK government’s spending packages.
The government started the fourth quarter with the political equivalent of a kitchen-sinking. Best to focus your attention elsewhere, argues chief investment officer Julian Chillingworth, like better-than expected economic data and the potential for monetary stimulus.