Insight - Brexit

We close a difficult year with a sense of relief, and the tools to deal with the challenges ahead.

Rather than try to reduce it by austerity, inflation or default, the government should focus on keeping the rate of economic growth above the cost of servicing the debt. 

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.

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. 

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.

​Are the bears in hibernation, or just napping?

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.

A peak in new cases is just one milestone on a still-uncertain road to recovery