Stock markets are soaring higher as the developed world starts to relax lockdowns. Yet the virus is spreading rapidly in the emerging world, notes chief investment officer Julian Chillingworth, and there’s still a chance of a second wave in the West.
America seems chaotic from the top down. Yet, if you look hard at the bottom – main street – you can get a better idea of how the US is faring, argues Chief investment officer Julian Chillingworth.
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.
Our lives have been turned upside down by the coronavirus crisis, which is having a profound impact on the global economy and financial markets. Governments are working hard not just to slow the spread of the virus but also to help businesses and their employees. They've announced a range of extraordinary measures, which are being supported by action from central banks.
As Covid-19 rattles markets and investors scramble for safety, our chief investment officer Julian Chillingworth considers the longer-term implications for the global economy and also looks at the narrowing Democratic primary race to take on Donald Trump.
Austerity is the latest victim as the largest giveaway since 1992 is unleashed.
As the coronavirus spreads the world is experiencing a testing time, and we will undoubtedly face some difficult challenges in the weeks and months ahead as stewards of our clients’ financial futures.
Government budget balances are misunderstood. By politicians — sometimes wilfully — and even by some economists. So it’s no wonder then, if they’re misunderstood by the public.