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.

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.

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. 

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.

Europe’s COVID-19 cases seem to be peaking, the UK has at least another fortnight to go and America’s problems seem to be only beginning. The world is now in a race against the clock, notes our chief investment officer Julian Chillingworth.

The pandemic is spreading rapidly in the US, which is now following the rest of the West into self-isolation. Beware of leverage and expect dividend cuts, warns our chief investment officer Julian Chillingworth.

Market volatility has been through the roof, with US stocks first falling rapidly and then shooting higher faster than at any time since the 1930s. Despite these jarring moves, financial markets are unlikely to close, argues our head of asset allocation research Ed Smith.