The sector should hold up well

Brexit is inching closer to resolution. We update our decision tree to help investors assess the possible paths forward.

A deflationary bust is unlikely

As Halloween approaches, the threat of a ‘no-deal’ Brexit has retreated. Our chief investment officer, Julian Chillingworth, outlines a new plan for keeping tabs of the Brexit electoral games.

On the anniversary of Nelson’s great victory in the Battle of Trafalgar, Chief investment officer Julian Chillingworth ponders Boris Johnson’s battle to leave the EU on 31 October after parliament’s latest blockade.

Investors are galloping from one extreme to the other in all sorts of markets. But nothing is black and white, warns chief investment officer Julian Chillingworth, so investors should try to focus on the longer term effects and ignore short-term craziness. 

Politics brought a bit of joy to investors last week, with headway made in both the trade war and Brexit. A few more happy surprises could break the gloom, notes our chief investment officer, Julian Chillingworth. Bond investors should be warned.