Insight - Markets

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.

After the pandemic response, outstanding UK government debt is now as big as the whole economy. But that’s not necessarily an alarm bell, says chief investment officer Julian Chillingworth, as long as it’s spent on the right things.

UK GDP fell off a cliff during the lockdown. That shouldn’t be a surprise, argues chief investment officer Julian Chillingworth, shutting down commerce was the point.

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 government has unveiled its lockdown exit plan to mixed reception. Our chief investment officer Julian Chillingworth thinks attention is best paid elsewhere.

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.

Stocks have shot higher even as people are laid off in droves and the virus continues to spread. Investors aren’t cheering misery, our chief investment officer Julian Chillingworth explains, they are trying to predict the future. 

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