Knowledge and insight
Brave new world
The prolonged coronavirus lockdown will have lasting economic and social impacts around the world. Here our investment team consider four key areas where things may never be the same again.
Review of the week: Influencing behaviour
The government has unveiled its lockdown exit plan to mixed reception. Our chief investment officer Julian Chillingworth thinks attention is best paid elsewhere.
Review of the week: Victory is coming
This Friday we remember the victory of an older generation. They won peace and reshaped the world, becoming a timeless example for humanity, argues our chief investment officer Julian Chillingworth.
COVID-19 overshadows Budget ’20
Austerity is the latest victim as the largest giveaway since 1992 is unleashed.
Update on market volatility: Covid-19 remains key
A plunge in oil prices has sent markets reeling, but the epidemic is still the main concern.
Investment Insights Q4 2019
Trade wars continue to cloud the outlook for businesses and consumers. Closer to home, Brexit uncertainty has gone from bad to worse. Our new Prime Minister Boris Johnson’s first few weeks in office have been pretty spectacular.
It’s important to be patient as the business cycle matures
Owing to its size and influence around the world, what happens in the US economy has important implications for financial markets everywhere.
Why US government bond yields are scaring some investors
The yield curve is all the rage in the financial press, with more people searching for it on Google than at any time since 2005, which was the last time it inverted. But what is the yield curve? What does it mean for it to invert? And why should we care?
Shedding light on Brexit ‘unknowns’
A decision tree for navigating Brexit uncertainty