Crazy phenomena like negative oil prices will keep popping up over the coming months warns our chief investment officer Julian Chillingworth. Investors will ignore most of it, but when they do panic, stocks could return to their March lows.
Markets are jig-jagging like a frightened hare as wholesale lockdowns and extraordinary stimulus have streaked across the globe. Our chief investment officer Julian Chillingworth reports on the month.
‘Political correctness’ has become a catchphrase for any attempt to control and shape the language we use. Has it made us more tolerant and respectful or undermined our rights? And what influence has it had on Brexit and Donald Trump’s rise to power?
Too much lockdown TV is getting to David Coombs, our head of multi-asset investments. But he may have a point about the varied performance of risk-rated funds and models during the corona crisis.
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
With the virus outbreak still in full swing, some Western nations are already mulling a relaxation of lockdown. In the US, that has led to a showdown between the layers of government. These are tough decisions to make, notes our chief investment officer Julian Chillingworth.
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.