As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures. Chief investment officer Julian Chillingworth is chipper enough, albeit with an umbrella under his arm.

The hard data is coming in and so far companies have fared better through the pandemic than expected. Just how long complete recovery will take no one knows, but as chief economist Julian Chillingworth notes, we maintain our long-held belief in the human capacity to co-operate and solve problems.  

Congress failed to seal a benefit extension for unemployed Americans or figure out how to support cash-strapped states as the summer recess looms. It fell to the President to come up with a contested stopgap. 

Corporate results fared well during lockdowns, yet they are still well below pre-pandemic levels. Chief investment officer Julian Chillingworth examines why gold has hit record highs and why ‘riskier’ banks have done better than vanilla ones.

Investors have piled into gold as the reality of US-China diplomacy starts to resemble Aesop’s fabled fox and stork. Chief investment officer Julian Chillingworth also ponders whether US tech shares are priced for perfection as he looks ahead to some big earnings results this week.  

For months, the American economy has shrugged off a muddled response to the pandemic, posting better-than-expected numbers. Reality may finally have caught up, notes chief investment officer Julian Chillingworth. 

With the groundwork laid for a rapid recovery, equity markets reflected continued optimism in June. But as chief investment officer Julian Chillingworth notes, significant risks remain.

The situation is a bit foggy right now, so investors are trying to figure out whether economies and companies are generally heading in the right direction. Chief investment officer Julian Chillingworth rounds up earnings and inflation.

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.

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.