Monthly market review

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Economic and market review November 2018

Economic and market review November 2018

As Christmas approaches, US President Donald Trump has played the Grinch to US Federal Reserve Chair Jay Powell’s Santa Claus. Chief investment officer Julian Chillingworth thinks investors are getting too riled about 2019 growth, but their soured mood could linger. Read more >>

Economic and market review October 2018

Economic and market review October 2018

After a stomach-wrenching drop in early October, chief investment officer Julian Chillingworth takes stock. A correction doesn’t mean it’s time to cut and run from stock markets. Read more >>

Economic and market review September 2018

Economic and market review September 2018

A hefty jump in US Treasury yields seems the most likely reason for October’s abrupt sell-off. But chief investment officer Julian Chillingworth finds it hard to believe the US economy is about to keel over, given recent data, and believes equities – while volatile – should remain the place to be fo... Read more >>

Economic and market review August 2018

Economic and market review August 2018

In some ways, the US and UK are more alike than ever: both are wrestling with their identities as nations. And yet the Special Relationship is a study in contrasts economically, notes chief investment officer Julian Chillingworth. Read more >>

Economic and market review July 2018

Economic and market review July 2018

It’s been a hot and sleepy summer punctuated by a few small scares, notes chief investment officer Julian Chillingworth. With a bit of luck, the trade-related worries should fade away over the rest of the year. Read more >>

Economic and market review June 2018

Economic and market review June 2018

The government has got itself in another tangle over Brexit. Meanwhile, chief investment officer Julian Chillingworth investigates the strange dichotomy that’s driving an ascendant dollar. Read more >>

Economic and market review May 2018

Economic and market review May 2018

Italian politics rattled European bond markets in May and Italian debt markets still haven’t fully recovered their losses. Our chief investment officer, Julian Chillingworth, warns there could be more turmoil to come. Read more >>

Economic and market review April 2018

Economic and market review April 2018

US bond yields continue to rise steadily, while the Bank of England equivocates in the face of high inflation and poor growth. Our chief investment officer, Julian Chillingworth, celebrates strong US earnings, but notes tariffs cast a pall over the future. Read more >>

Economic and market review March 2018

Economic and market review March 2018

Trade threats and tech troubles have made investors nervous, but economies around the world remain healthy and relatively vibrant. Our chief investment officer, Julian Chillingworth, says markets are likely to remain rocky, but that should provide opportunities. Read more >>

Economic and market review February 2018

Economic and market review February 2018

After a rocky start markets have since settled, but possibly not for long. Our chief investment officer, Julian Chillingworth, looks ahead. Read more >>